# Insurance Claim Follow-Up for Unpaid Therapy Claims Source: https://maito.app/workflows/track-unpaid-therapy-claims Every week Maito lists claims unpaid after 30 days, sorts them as pending, rejected or denied, and assigns who should act. It never sends appeals. Every claim that hasn't paid shows its status, age and next step, so nothing sits for 90 days. [Finance](https://maito.app/workflows/team/finance) · [Healthcare practices](https://maito.app/workflows/industry/healthcare-practices) · On a schedule · Updated October 19, 2026 Works with - Slack - Email - [Airtable](https://maito.app/workflows/tool/airtable) - Microsoft 365 ## How do you follow up on unpaid therapy claims? To follow up on unpaid therapy claims, set a weekly Loop. Maito reads claims from your practice system, lists those unpaid after 30 days, sorts them into pending, rejected and denied, groups shared errors, flags likely duplicates, and posts them in Slack with a suggested next action and owner. ## How it's done today The biller keeps a separate spreadsheet of unpaid sessions and checks it when time allows. ## What Maito does 1. Match submitted claims to payer reports and service dates 2. Sort pending, rejected and denied 3. Assign the next action for each 4. Flag likely duplicate resubmissions ## Example Loop run: Monday 9:00 AM · Claim follow-up **Maito** (9:00 AM): 23 claims are over 30 days, worth $3,870. **Pending, 9 claims, $1,410:** payer has it, nothing wrong. Oldest is 41 days with Globex Health. **Rejected, 8 claims, $1,390:** never reached the payer. 5 share the same error, a missing rendering provider ID. **Denied, 6 claims, $1,070:** payer reviewed and said no. 4 are for session dates after the authorization ended Sep 30. Catch: claims 7 and 8 were rejected on Sep 12, but the practice system shows both resubmitted on Oct 2 and Oct 9. If the first resubmission went through, the second will deny as a duplicate. From the practice system and the payer reports. Hannah, I've assigned the 5 same-error rejections to you as one batch. **Hannah** (9:25 AM): hold the denied ones. I'll talk to Dr. Reyes about the authorization before anything is appealed. **Maito** (9:26 AM): Held. The 6 denied claims are marked waiting for Dr. Reyes with no action assigned. I'll bring them up again next Monday unless you close them. ## How to set it up On a schedule Track unpaid therapy claims Ask your agent “Every Monday at 9, list insurance claims unpaid after 30 days. Show whether each is pending, rejected or denied, how old it is, and who should act. Post in #billing.” Connect spreadsheet - Airtable - Microsoft 365 Use practice management software - Clio - Dentrix - Jane No MCP server needed. Ask your agent to save a skill with the steps, then add the login or API key in Settings → Vault. Not connected yet? Your agent sends you a link to sign in. ## What it won't do It doesn't change billing codes or give coverage advice. A biller decides how each claim is resolved. ## Questions ### Does it send appeals or resubmit claims? No. Your biller does that. Maito lists, sorts and assigns. ### How does it tell rejected from denied? Rejected claims never reached the payer; denied ones were reviewed and refused. It sorts them by status and groups common errors. ### Which tools does it use? Your practice software such as Clio, Dentrix or Jane through a skill with a login in the Vault, plus an Airtable or Microsoft 365 spreadsheet. ## More finance workflows - [Log and match every invoice Invoices from email get read, logged and matched to purchase orders. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero.](https://maito.app/workflows/log-and-match-every-invoice) - [Review expenses against policy Expenses get checked against the policy before a person approves them. Finance · When something happens Works with Ramp.](https://maito.app/workflows/review-expenses-against-policy) - [Prep the month-end close checklist Know which close tasks are done, late or blocked. Finance · On a schedule Works with Linear, Asana.](https://maito.app/workflows/prep-the-month-end-close-checklist) - [Explain a budget variance See why spending is over or under budget, line by line. Finance · When you ask Works with QuickBooks, Xero, Airtable, Microsoft 365.](https://maito.app/workflows/explain-a-budget-variance) - [Chase overdue invoices Customers with overdue invoices get polite, correct reminders. Finance · On a schedule Works with QuickBooks, Xero, Gmail, Microsoft 365.](https://maito.app/workflows/chase-overdue-invoices) - [Build a forecast scenario Ask "what if" and get the forecast redone with your assumptions. Finance · When you ask Works with Airtable, Microsoft 365.](https://maito.app/workflows/build-a-forecast-scenario) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Ftrack-unpaid-therapy-claims)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)