Track expected settlements
Use the expected-settlements view in ClaimDS to see what you still expect to settle, aged by principal — so nothing owed to you quietly slips past its due point.
It's easy to track what you've paid and forget what you're still owed. The expected-settlements view is the other half of the picture: a principal-aged list of what you still expect to settle, so nothing owed to you slips quietly past its due point.
A receivable-style aging for settlements
The view ages expected settlements by principal — the same instinct as an accounts-receivable aging. The oldest items are the ones most worth chasing, and anything stuck usually points back to an open reconciliation line.
Stay on top of it
Follow the numbered steps below. Pair it with settlement history and write-offs for the paid side, and run both at period close.
Step-by-step
Open Claims → Reconciliation → Expected settlements
From the reconciliation area, open Expected settlements. It gives you a principal-aging view of what you still expect to settle across your partners.
Read the aging
The view ages expected settlements by principal, much like an accounts-receivable aging. The longer something has been outstanding, the more it's worth your attention.
Chase the oldest first
Work the oldest expected settlements first — they're the ones most at risk of being forgotten. This is where unreconciled or unsettled amounts surface before they're lost.
Tie back to reconciliation
For anything that looks stuck, go back to that principal's reconciliation sheet to see what's open or mismatched, and resolve it so the expected amount can actually settle.
Use it at period close
Run the view as part of your close so you go into month-end knowing what's still outstanding and what's ready, rather than discovering surprises after the fact.
Frequently asked
How is this different from settlement history?
Settlement history is what's already been paid. Expected settlements is forward-looking — what you still expect to settle, aged — so you can chase it before it's overdue.
Why is an expected settlement stuck?
Usually the reconciliation isn't complete or a line doesn't tie out. Open that principal's sheet to find and clear the blocker.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.