📝 Overview
Billable Items on Suspended Cases is one of several Health Check panels under Simple Reporting. It flags patients who have services on an insurance-type case — such as Medicare, Personal Injury, or Worker's Compensation — where billing has been suspended. Items flagged here are not moving through your billing queue, which means they are at risk of going unpaid or unbilled indefinitely if not addressed.
To access this report, go to Reporting > Simple Reporting, then select the Health Check tab and open the Billable Items on Suspended Cases panel. From the Health Check tab, click Check All to run every Health Check panel at once, or Run on this panel individually.
💡 Recommended cadence: Run Health Check daily, at the end of each shift, or weekly. Catching flagged items regularly prevents billing backlogs from building up.
📊 What the Report Shows
If everything is clear, the panel displays: "Congratulations, you don't have any items that match this health check!"
When items are flagged, the panel shows a table with:
Column | What It Shows |
Patient | The patient's name (clickable — opens the patient's snapshot) |
Case | The insurance case that has billing suspended |
Number of Invoices | How many invoices on that case are affected |
Note: Unlike some other Health Check panels, there is no "Exclude from report" button here. Every flagged item needs to be resolved directly on the patient's ledger — either by resuming billing, changing responsibility, or moving services to a different case.
✅ Resolving Flagged Items
Click the patient's name to open their snapshot, then navigate to their Transaction History to review the flagged services and confirm the case is marked as Suspended. From there, choose the resolution that fits the situation:
1. 🔄 Bill Normally
If the suspension was applied in error or the case should be actively billing, remove the suspension to move those items back into your billing queue.
2. 👤 Change Responsibility to Patient (Keep in Insurance Case)
If the items should be patient-responsible but the patient should stay on the insurance case:
Use the crisscross arrow on the ledger to reassign the item as Patient Responsibility while keeping it within the insurance case, or
Click Edit on the ledger line and use the Payer dropdown to select Patient
3. 📂 Transfer to a Cash Case
If the services should be moved off the insurance case entirely, transfer them to the patient's Cash Case. This removes them from the suspended insurance case and puts them into a case where they can be collected directly from the patient.
After resolving the items, click Re-check on the panel to refresh the results and confirm they have cleared.
❓ Common Questions
What does it mean for a case to be "suspended"? A suspended insurance case means billing for services on that case has been paused. Services still exist on the ledger but are not being submitted or processed for payment. This can happen intentionally (waiting on documentation, a dispute is pending) or accidentally. Either way, flagged services will sit without movement until the suspension is addressed.
Why are only insurance-type cases flagged here? Suspended billing is specific to insurance cases — Medicare, PI, Worker's Comp, and similar case types. Cash cases don't have a billing suspension mechanism, so they won't appear here.
What is the difference between "crisscross arrow" and editing the Payer dropdown? Both change the responsibility of the item to the patient, but the crisscross arrow is a quick action directly on the ledger row, while editing the Payer dropdown gives you more control and is done from the Edit view. Either achieves the same outcome — the item becomes patient-responsible while remaining on the insurance case.
Can I just leave these items suspended? Technically yes, but items left suspended indefinitely won't be collected. This health check exists specifically to surface those items so they don't fall through the cracks. Resolve or consciously dismiss each one by taking one of the three resolution actions above.
Will clicking Re-check automatically clear resolved items? Yes — once you have addressed the items on the ledger, click Re-check on the panel to pull a fresh result. Resolved cases will no longer appear.
✅ Key Takeaways
Billable Items on Suspended Cases flags services on insurance-type cases (Medicare, PI, Worker's Comp, etc.) where billing has been suspended and items are not moving through the billing queue.
The table shows Patient, Case, and Number of Invoices — click the patient's name to open their snapshot and review the ledger.
There is no "Exclude from report" button — every flagged item must be resolved directly on the ledger.
Three resolution paths: Bill Normally (resume billing), Change Responsibility to Patient (keep in insurance case), or Transfer to Cash Case.
After resolving, click Re-check to refresh the panel.
Recommended cadence: daily, end-of-shift, or weekly.
📌 Conclusion
Billable Items on Suspended Cases is one of the more actionable Health Check panels because every flag has a clear path to resolution — resume billing, change who owes it, or move it to a different case. The most important thing is not to leave flagged items sitting: services on suspended cases won't be collected until someone takes action on them. Check this panel regularly as part of your Health Check workflow to keep your billing queue clean.