WorkHub
Clinic enters procedure
Review charges in AMD
Scan for add-ons and overnight charges
Mallory QA
Alicia final review & send
CS works the CS Follow-Up tab
MR denial found
Look up patient record in AMD
Is auth on file?
Route to Appeals (Renee)
Collect additional information
Waiting for medical records
Record attached
G4 · Validate against policy
Attach records
Submit appeal; mark complete
Pull EOB for posting
Post payment
TL updates Tracker
Fully paid
Tracker Leads
Helen Marsh
Cedar Row ENT · Tracker Leads
Clinic enters procedure onto shared Tracker· Urgent ·White
Oct 7, 2026
Medicare · $1,120.00
Next step: Charge Review records what AdvancedMD found.
Guided tour · 1 of 20 · Tracker Leads
Clinic Office lane: the clinic treats the patient, bills insurance, and enters the procedure on the shared tracker. This is a surgical (BSD) claim, so Tracker Leads own the day-to-day work.
- Patient
- Helen Marsh
- Insurance
- Medicare
- CPT
- 31296 · balloon sinus dilation
- Date of service
- Aug 2, 2026
- Kind
- Surgical (BSD)
History
Latest · Today · Tracker Leads
Clinic enters procedure onto shared Tracker
Note
The office treated the patient and entered the procedure on the shared surgical tracker.