---
title: Revenue Cycle Management
description: Agencies that have signed up for the Billiyo revenue cycle management (RCM) program use this page to review and work with our RCM team.
---

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# Revenue Cycle Management

## Billiyo offers revenue cycle management (RCM) services.

---

##### **Table of Contents**

- [Quick Notes + Overview](https://knowledge.billiyo.com/knowledge/revenue-cycle-management#notes)
- [The Revenue Cycle Management Dashboard](https://knowledge.billiyo.com/knowledge/revenue-cycle-management#access)  
    - [Page Headings](https://knowledge.billiyo.com/knowledge/revenue-cycle-management#page-headings)
    - [The "Assigned Claims" Section](https://knowledge.billiyo.com/knowledge/revenue-cycle-management#assigned)
    - [The "Claim Denial Analysis" Section](https://knowledge.billiyo.com/knowledge/revenue-cycle-management#claim-denial)
- [Communicating With the RCM Team](https://knowledge.billiyo.com/knowledge/revenue-cycle-management#communicate)

---

 

### Quick Notes + Overview

- If you have not signed up for revenue cycle management (RCM) services with Billiyo, and are interested in learning more, please reach out to your Customer Success Manager.
- The page discussed in this article is only visible to those that have signed up for Billiyo's RCM services.
- Communication with the RCM team is done directly through the page discussed in this article to keep claim information in one unified location.

#### Overview

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Apr-24-2026-07-24-35-7728-PM.png?width=495&height=475&name=image-png-Apr-24-2026-07-24-35-7728-PM.png)

 

 

### The Revenue Cycle Management Dashboard

In Billiyo there is a designated "Revenue Cycle Management" dashboard. Within it, all RCM work and communication is housed. 

This page is only visible to agencies using Billiyo's RCM services.

To access the "Revenue Cycle Management" dashboard, [click here](https://www.billiyo.com/app/Dashboards/RevenueCycleManagement.aspx) or navigate to:

```
Dashboards > Revenue Cycle Management
```

To learn about a specific area in the "Revenue Cycle Management" dashboard, click on it below:

- [Page Headings](https://knowledge.billiyo.com/knowledge/revenue-cycle-management#page-headings)
- [The "Assigned Claims" Section](https://knowledge.billiyo.com/knowledge/revenue-cycle-management#assigned)
- [The "Claim Denial Analysis" Section](https://knowledge.billiyo.com/knowledge/revenue-cycle-management#claim-denial)

 

### Communicating With the RCM Team

All communication with the RCM team should be done in this page to keep claim information in a single, centralized location.

To send a message to the RCM team, click on the ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Nov-13-2024-04-46-02-1217-AM.png?width=22&height=22&name=image-png-Nov-13-2024-04-46-02-1217-AM.png) that appears in the "Assigned Claims" section.

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-18-2024-06-55-16-1450-PM.png?width=670&height=185&name=image-png-Dec-18-2024-06-55-16-1450-PM.png)

Then, fill out the contact form. (required fields are marked with a ⭐)

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Apr-23-2026-09-09-44-8847-PM.png?width=670&height=286&name=image-png-Apr-23-2026-09-09-44-8847-PM.png)

> Denial type selection break-downs:
> 
> | **Denial Type** |  |
> | --- | --- |
> | Service Auth | The claim was denied due to a service authorization issue. |
> | Timely Filing | The claim was denied due to timely filing requirements. |
> | Affiliation | The claim was denied due to an affiliation issue with the PCA or agency. |
> | EV Issue | The claim was denied because the member is either inactive or active under a different payer. |

After clicking the ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Nov-13-2024-04-49-39-8912-AM.png?width=39&height=26&name=image-png-Nov-13-2024-04-49-39-8912-AM.png) button, a task is created for the Billiyo RCM team, notifying them to review the message (or note) that was sent. 

Once the RCM team reviews and responds, the task will appear under "My Agency" filter.

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Apr-24-2026-07-28-33-9978-PM.png?width=670&height=109&name=image-png-Apr-24-2026-07-28-33-9978-PM.png)

Additionally, if there are any tasks (claims) assigned to "My Agency", each morning an email notification will be sent to [the email address listed in the account's company settings page](https://knowledge.billiyo.com/knowledge/company-settings?hsLang=en).

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Feb-05-2025-03-29-15-6610-PM.png?width=350&height=298&name=image-png-Feb-05-2025-03-29-15-6610-PM.png)

To review the message (note) history or send a new message, click on the ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Nov-13-2024-05-01-08-4815-AM.png?width=23&height=19&name=image-png-Nov-13-2024-05-01-08-4815-AM.png) icon in the table line.

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Apr-27-2026-02-51-38-9215-PM.png?width=670&height=332&name=image-png-Apr-27-2026-02-51-38-9215-PM.png)

 

 

### Page Headings

At the top of this page, several headings appear:

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Apr-23-2026-09-48-49-6093-PM.png?width=670&height=74&name=image-png-Apr-23-2026-09-48-49-6093-PM.png)

| **Heading** |  |
| --- | --- |
| Denials | **Denials** represents payments that have not been recovered yet, and additional information may be needed to proceed. The number in this header is the sum of claims that are **Waiting on Agency**, **Waiting to Rebill** and are **Pending to Be Paid**. |
| Waiting on Agency | **Waiting on Agency** represents the sum of claims that information is needed from the agency in order to proceed. |
| Waiting to Rebill | **Waiting to Rebill** represents the sum of claims that have been assigned to Billiyo to be rebilled once necessary agency action has been taken. |
| Pending to Be Paid | **Pending to Be Paid** represents the sum of claims that have been rebilled and are pending processing. |
| Received | **Received** represents the sum of claims that payment has been recovered for. |
| Write-Offs | **Write-Offs** represents the sum of claims that have been written off — i.e. patient liability, timely filing exceeded, etc — and funds will not be recouped. |

Each heading, **except Denials**, can be clicked on to view additional information.

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Apr-24-2026-09-26-13-1905-PM.png?width=670&height=289&name=image-png-Apr-24-2026-09-26-13-1905-PM.png)

 

 

 

### The "Assigned Claims" Section

Below the headings at the top of the page, an "Assigned Claims" section appears. Claims that are being currently being worked should appear within this section. 

Use the filters to locate specific claims:

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Apr-24-2026-09-35-36-8589-PM.png?width=670&height=198&name=image-png-Apr-24-2026-09-35-36-8589-PM.png)

Please review (and work) what's assigned to "My Agency" *at minimum* once per week.

Each column in the table will display information about the claim that's being worked on.

- **TF** **Days** are the number of days remaining for timely filing.
- The **Summary** column displays the last message (note) that was left.
- Click on the ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Nov-13-2024-05-01-08-4815-AM.png?width=23&height=19&name=image-png-Nov-13-2024-05-01-08-4815-AM.png) icon to review the claim (task) history, including all messages (notes).

Additional information about the *TF Days* column:

| **![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Apr-27-2026-04-16-31-7285-PM.png?width=87&height=23&name=image-png-Apr-27-2026-04-16-31-7285-PM.png)** | The timely filing period has passed, the Billiyo team is no longer able to continue trying to recuperate funds for it. |
| --- | --- |
| **![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Apr-27-2026-04-16-58-1425-PM.png?width=92&height=27&name=image-png-Apr-27-2026-04-16-58-1425-PM.png)** | There are 1-15 days remaining in the timely filing period. |
| ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Apr-27-2026-04-17-51-5949-PM.png?width=92&height=24&name=image-png-Apr-27-2026-04-17-51-5949-PM.png) | There are 16-30 days remaining in the timely filing period. |
| ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Apr-27-2026-04-17-34-1618-PM.png?width=96&height=23&name=image-png-Apr-27-2026-04-17-34-1618-PM.png) | There are more than 30 days remaining in the timely filing period. |

Timely filing time frame examples:

| **Payer** | **Timely Filing Days** |
| --- | --- |
| Minnesota Department of Human Services | 365 days |
| UCare | 180 days |
| Blue Cross Blue Shield | 90 days |
| Blue Cross Blue Shield Waiver | 90 days |
| Medica | 180 days |
| HealthPartners | 180 days |
| Medicare | 365 days |

If the status of a single claim needs to be changed, click on the drop-down in the "Status" column and select the new status it should be moved to.

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Apr-27-2026-04-37-18-1371-PM.png?width=670&height=108&name=image-png-Apr-27-2026-04-37-18-1371-PM.png)  
The status of multiple claims can also be updated at once, by using the checkboxes next to them.

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Apr-27-2026-03-03-50-2700-PM.png?width=670&height=219&name=image-png-Apr-27-2026-03-03-50-2700-PM.png)

| **Status** | **Description** |
| --- | --- |
| To Do | The claim is waiting for review/work to be done. |
| In Progress | The claim is currently being worked on. |
| Done | Work on the claim has been completed.  When changing to "Done", claim is assigned to "Billiyo". |

Upon selecting the new status, a note will need to be left — make sure to leave detailed notes so that the RCM team is aware of what is happening!

When changing status, the amounts in the headings at the top of the page will update accordingly to account for the status change that was made.

 

 

 

### The "Claim Denial Analysis" Section

Once the remittance has been received by Billiyo, claims that are denied or partially paid will appear in the "Claim Denial Analysis" section.

Within this table, click on the ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Nov-13-2024-06-05-01-7970-AM.png?width=32&height=29&name=image-png-Nov-13-2024-06-05-01-7970-AM.png) to the left of a claim line to review its denial information and even take action.

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Nov-13-2024-06-00-18-7517-AM.png?width=670&height=142&name=image-png-Nov-13-2024-06-00-18-7517-AM.png)

The information that displays pulls from the [denial analysis report page](https://knowledge.billiyo.com/knowledge/denial-analysis-report?hsLang=en).

Actions that can be taken within this section:

| Claim Notes | Add a note to the claim and view past notes that were left. **Note**: Doing this does not send a message/create a task. |
| --- | --- |
| Archive Claim | Archive the claim so that it is not worked on. |
| Void Claim | Void the claim so that it is not worked on. |

Once work is started on the claim, it is moved to it's respective filter ("Billiyo" or "My Agency") in [the "Assigned Claims" section](https://knowledge.billiyo.com/knowledge/revenue-cycle-management#assigned).

 

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