Medical Insurance Claims Aging Report & Action Plan Form

Streamline Insurance Claims Follow-Up with Paperform

Managing outstanding insurance claims is one of the most time-consuming challenges in medical billing. When claims age beyond 30, 60, or 90 days without resolution, your practice's cash flow suffers—and tracking each claim manually through spreadsheets or paper forms creates bottlenecks that slow down your revenue cycle even further.

This Medical Insurance Claims Aging Report & Action Plan template gives medical practices, billing departments, and healthcare administrators a structured way to document overdue claims, assign follow-up actions, and maintain accountability across your billing team. Instead of juggling multiple systems or losing track of which claims need attention, you can centralize everything in one professional, easy-to-use form.

Built for medical billing teams and healthcare practices

Whether you're a solo practitioner handling your own billing, a practice manager overseeing a small billing team, or part of a larger healthcare organization's revenue cycle department, this template helps you:

• Document aging claims by bucket (0-30, 31-60, 61-90, 90+ days) so you can prioritize the oldest and highest-value claims first
• Assign responsibility and follow-up dates to specific team members, ensuring nothing falls through the cracks
• Track payer information and denial reasons to identify patterns and address systemic issues with specific insurance companies
• Create action plans for each claim, including next steps, contact information, and escalation paths
• Generate reports that give practice owners and office managers visibility into outstanding receivables and team performance

By capturing this information in a structured, searchable format, you'll spend less time hunting down claim statuses and more time actually resolving issues and collecting payment.

How this template supports your revenue cycle

This form is designed to fit into your existing billing workflows. When your billing staff reviews aging reports from your practice management system, they can use this form to:

1. Log each outstanding claim with patient, provider, and payer details
2. Categorize by aging bucket and claim amount to prioritize high-value, high-urgency accounts
3. Document denial codes or reasons for non-payment
4. Assign a team member to follow up and set a specific follow-up date
5. Record the action plan—whether that's resubmitting documentation, calling the payer, or escalating to a supervisor
6. Track outcomes and update claim status as issues are resolved

Because Paperform lets you customize every field, you can adapt this template to match your practice's specific payer mix, denial patterns, and team structure. Add conditional logic to show different follow-up steps based on the denial reason, or use calculations to automatically flag claims that exceed your practice's threshold for escalation.

Connect your billing workflow with Stepper and integrations

Once a claim follow-up form is submitted, you don't want it to sit in isolation. With Stepper (stepper.io), Paperform's AI-native workflow builder, you can automatically:

• Send notifications to the assigned billing specialist via email or Slack
• Add follow-up tasks to your project management tool (Asana, ClickUp, Monday.com)
• Log claim details in Google Sheets or Airtable for centralized tracking and reporting
• Update your CRM or practice management system with claim status changes
• Escalate high-priority claims to supervisors or managers when aging exceeds your practice's policy

Stepper keeps your team aligned and ensures that every outstanding claim gets the attention it needs, without requiring anyone to manually copy information between systems.

Professional, HIPAA-aware design for healthcare teams

This template is built with healthcare compliance in mind. While Paperform is not a HIPAA-compliant solution, you can use this form for internal billing workflows that don't require storing protected health information (PHI) on the form itself. Focus on claim numbers, payer details, and administrative information rather than clinical data, and integrate with your HIPAA-compliant practice management or EHR system for full patient records.

The clean, professional design ensures your billing team can complete the form quickly and accurately, even during busy periods. Fields are clearly labeled, required information is flagged, and the layout guides users through each section in a logical order.

Who this template is for

This template is ideal for:

• Medical billing specialists tracking insurance claim follow-ups and denials
• Practice managers overseeing revenue cycle performance and aging receivables
• Healthcare administrators who need visibility into outstanding claims and team accountability
• Billing service providers managing claims for multiple medical practices
• Medical office staff responsible for insurance verification and follow-up calls

Whether you're a solo family practice, a multi-provider specialty clinic, or a billing company serving multiple clients, this template gives you a consistent, professional way to manage the claims aging process and accelerate payment resolution.

Get paid faster with better claims tracking

Outstanding claims don't resolve themselves. By implementing a structured follow-up process with this Paperform template, you'll reduce your days in accounts receivable, improve cash flow, and give your team the tools they need to work more efficiently. Combined with Paperform's reporting features and Stepper's workflow automation, you can turn claims management from a reactive scramble into a proactive, data-driven process that protects your practice's financial health.