Day 1 as a billing supervisor

Outcome

By the end of your first day you have a custom dashboard view scoped to your team, a scheduled morning email, you have signed off on at least one appeal and one write-off from a clerk's queue, and you have an audit-log lookup bookmarked.

You are responsible for

• Assigning denials, exceptions, and follow-ups across the team.
• Reviewing appeals and write-offs before they finalize (your tenant may require dual-control on either).
• Watching team-level KPIs — AR, DAR, denial rate, auto-correction success.
• Investigating payer-level patterns (mass denials, mass underpayments, slow adjudication) and flagging them upstream.
• Owning the education feedback loop when denials trace to clinical or intake errors.

Required scopes

Scope	What it lets you do
billing.claim.write	Override claim states
billing.denial.write / .appeal	Sign off appeals / write-offs
billing.receivable.override	Resolve exceptions force-match cases
reports.read.financial / .operational	Full reporting surface
reports.dashboard.write	Save and share dashboard views
audit.read	Audit-log lookup

Your first day, step by step

1. Build a team dashboard view. From the Dashboard, open View picker → New view. Add the panels you care about (AR, DAR, denial trend, auto-correction rate, exceptions count). Save as Billing — daily. Share with the billing role group. See 8.2 — Custom views.

2. Schedule a morning email of that view. View picker → Schedule email. Pick 7am, weekdays, your team's distribution list. The PDF renders headlessly server-side; you'll get the same charts as on screen. See 8.3 — Scheduled email.

3. Approve one appeal. Open /denials?status=AWAITING_APPROVAL (the filter is preset for supervisors). Click into the top row. Read the clerk's note, the original claim, the denial CARC. Click Approve — the platform queues the 837 corrected-claim or the appeal letter depending on payer. See 5.5 — File an appeal.

4. Approve one write-off. Same workflow on /denials?status=PENDING_WRITEOFF. Read the clerk's reason. If you're not satisfied, click Send back with a question; otherwise Approve. See 5.6 — Write off with reason.

5. Bookmark the audit-log lookup. Open Admin → Audit log (or directly /admin/audit-log). Search by user, or by entity (claim ID, denial ID). Every override, force-match, and manual write-off lives here, with the actor and timestamp.

6. Stand up the team huddle agenda. The agenda the dashboard suggests:

   Topic	Source
   Aging trend	AR aging chart over the last 7d.
   Denial trend	Denial trend monthly chart.
   Auto-correction rate	Engine success-rate panel.
   Top three open exceptions	/receivables?status=EXCEPTIONS sorted by age.
   Timely-filing escalations	/ar/timely-filing?days_remaining=<7.

The supervisor diagram

Common Day-1 mistakes (avoid them)

Mistake	Better way
Approving every write-off without reading the note	Spot-check; the audit row carries your name forever.
Hoarding appeals because "I'll do it myself"	Reassign — the queue is your throughput.
Watching one KPI in isolation	DAR moves before AR; auto-correction rate moves before denial trend. Read them together.
Skipping the education tag on a clinical-error denial	The clinic learns nothing; you'll see the same denial in two weeks.

Your daily rhythm

• Morning: scheduled email arrives at 7am; review before the huddle.
• Mid-morning: huddle + queue redistribution.
• Through the day: approvals; pattern-watching.
• End of day: skim audit log; flag anomalies.

Where to next

• 8.1 — Billing dashboards.
• 8.2 — Custom views.
• 8.3 — Scheduled email.
• 9.2 — Status reference — the state machine you'll be enforcing.