High Dollar List
The High Dollar List (HDL) page helps your organization track and prioritize high-value patient cases. In Utilization Management, high-dollar cases — those involving significant financial exposure due to lengthy inpatient stays, expensive procedures, or complex treatment regimens — require closer attention to ensure timely processing, accurate clinical review, and proactive follow-up.
Navigate to High Dollar List from the left sidebar.
Note: The High Dollar List page is available to provider organizations. It appears in the left sidebar navigation for provider orgs alongside Payer Information and Patients. If your organization is configured as a payer, this page is not visible in the navigation.
[Screenshot: High Dollar List page showing the monthly view with active patient records, status indicators, and amount owed column]
What Is a High Dollar List and Why It Matters
A high dollar list is a standard tool in health plan operations. It tracks patients whose claims or authorizations exceed a defined dollar threshold — typically cases involving:
Extended inpatient hospitalizations
High-cost surgical procedures
Ongoing specialty treatments (for example, chemotherapy, dialysis, or transplant-related care)
Durable medical equipment (DME) with significant cost exposure
Cases approaching or exceeding benefit limits
Tracking these cases in a dedicated list ensures that your UM team:
Prioritizes review of the highest-impact cases. When a high-dollar patient's document arrives, your team is alerted immediately so the case receives prompt attention.
Prevents revenue leakage. Missed appeal windows, delayed clinical submissions, or lapsed concurrent reviews on high-dollar cases can result in write-offs. The HDL keeps these cases visible.
Monitors financial exposure. The HDL tracks the amount owed per patient, giving you a consolidated view of your organization's highest-risk financial exposures.
Supports care coordination. High-dollar cases often involve complex medical needs. Having a centralized list ensures that concurrent reviews are conducted on time and that clinical documentation is complete.
Compliance Checkpoint: Research indicates that approximately 13% of high-dollar cases (those exceeding $250,000) are impacted by payer delays, missed appeal windows, or late clinical submissions. Of those, approximately 20% result in hospital charity care or bad-debt write-offs. Proactive HDL management directly reduces this exposure.
HDL Table
The HDL table displays high-dollar patients organized by month.
Monthly View
Use the month selector at the top of the page to navigate between months. Each month shows the patients who are on the high-dollar list for that period.
Active and Inactive Tabs
The HDL page has two tabs:
Active — Patients with ongoing high-dollar cases that require monitoring and follow-up.
Inactive — Patients whose high-dollar cases have been resolved, closed, or moved off the active list.
Table Information
Each row in the HDL table represents a patient and includes:
Patient name and identifying information
Status — The current tracking status of the high-dollar case, which your team can update as the case progresses
Amount owed — The financial amount associated with the high-dollar case
Link to documents — HDL patient records can be connected to their document records in the intake dashboard, providing direct access to the associated authorization requests, clinical documentation, and review history
[Screenshot: HDL table showing patient rows with status badges, amount owed, and month selector at the top]
Importing HDL Data
Most organizations maintain their high dollar list in a spreadsheet. Lilee supports bulk import so you can bring your existing HDL data into the platform.
Import Process
Click the Import button at the top of the High Dollar List page to open the import modal.
Prepare your file in CSV or Excel format. Each row should represent one patient on the high-dollar list.
Upload the file by clicking the file picker or dragging and dropping the file into the modal.
Review the import preview to verify that the data maps correctly to Lilee's HDL fields (patient name, member ID, amount owed, status, and month).
Confirm the import.
[Screenshot: HDL import modal showing file upload area and data preview]
Import Tips
Include a month column. Lilee organizes HDL data by month. Ensure your spreadsheet includes a column indicating which month each record belongs to so that records are placed in the correct monthly view.
Use consistent patient identifiers. Include member IDs in your import file so that HDL records can be matched to patient records in the registry and to incoming documents.
Validate amounts before importing. The amount owed field is used for financial exposure tracking. Verify that amounts are accurate and in the correct format before uploading.
HDL Notifications
One of the most valuable aspects of the High Dollar List is its connection to Lilee's document processing pipeline.
How Notifications Work
When Lilee processes an incoming document and the patient matches a record on your High Dollar List, the system automatically generates a notification. This ensures your team is immediately aware when a high-dollar patient's case requires attention.
Notification Bell
The HDL notification bell appears in the top navigation bar of the Lilee interface. It is visible from any page.
The bell icon displays a badge count of unread notifications.
Click the bell to see a list of recent HDL notifications.
Each notification indicates which document triggered the alert and which HDL patient was matched.
Managing Notifications
Mark as read: Click on a notification to view it and mark it as read. The badge count updates accordingly.
Mark all read for a document: When a document has generated multiple HDL notifications (for example, if multiple documents for the same high-dollar patient were processed), you can mark all notifications for that document as read at once.
[Screenshot: HDL notification bell in the navigation bar showing unread count, with notification dropdown displaying recent alerts]
Managing High-Dollar Cases
Updating Status
As your team works through high-dollar cases, you can update the status of each HDL patient to reflect the current state of the case. Status updates help your organization track which cases are actively being managed, which are pending additional information, and which have been resolved.
Find the patient in the HDL table.
Click the status field or the patient row.
Select the updated status.
The change is saved and reflected in the table immediately.
Status changes can also be triggered from the document level — when an associated document's status is updated, the linked HDL patient status can be updated simultaneously.
Connecting HDL to Documents
HDL patients are connected to the document processing workflow through patient matching. When you are reviewing a document on the intake dashboard, the system indicates if the patient is on the High Dollar List. This connection works in both directions:
From the HDL page: You can navigate from an HDL patient record to their associated documents in the intake dashboard.
From the intake dashboard: When a document belongs to an HDL patient, the system surfaces this information so the reviewer understands the financial context of the case.
Monthly Tracking
The monthly organization of the HDL allows your team to:
Track how many high-dollar cases are active in each period
Monitor financial exposure trends over time
Ensure that no high-dollar case falls through the cracks during month-end transitions
Review historical months to close out resolved cases
HDL and Organizational Workflows
Prioritization
The HDL integrates with Lilee's urgency and turnaround time (TAT) tracking. When a document arrives for a high-dollar patient:
The document appears in the intake dashboard with its standard urgency classification and TAT countdown.
An HDL notification is generated and appears in the notification bell.
Reviewers can filter the intake dashboard to focus on high-priority and high-dollar cases first.
This combination ensures that the cases with the highest financial and clinical impact receive attention first.
Concurrent Review Connection
Many high-dollar cases involve extended inpatient stays that require concurrent (continued-stay) reviews. The HDL helps your team:
Identify which high-dollar patients have active inpatient authorizations
Monitor whether concurrent reviews are being conducted on schedule
Flag cases where a concurrent review is overdue, preventing gaps in authorization coverage that could lead to denied days
Reporting Context
As Lilee's reporting capabilities expand, HDL data will be available for inclusion in financial exposure reports, case management summaries, and compliance dashboards. Maintaining accurate HDL data now sets the foundation for future analytics.
Compliance Notes
HIPAA: HDL data includes Protected Health Information (PHI) — patient names, member IDs, and financial information. Handle HDL imports and exports with the same care as any PHI.
Financial risk: Timely processing of high-dollar cases is critical to preventing bad-debt write-offs and missed appeal windows. Use the HDL in conjunction with turnaround time tracking on the intake dashboard.
Audit trail: All HDL operations (imports, status changes, record updates) are logged in the system audit trail.
Frequently Asked Questions
How often should I update the High Dollar List? Most organizations update their HDL monthly, aligning with the monthly view structure in Lilee. However, status updates for individual patients should happen in real time as cases progress.
What is the dollar threshold for the High Dollar List? Lilee does not enforce a specific dollar threshold. Your organization defines which patients qualify for the HDL based on your internal policies. Import the patients who meet your criteria.
Can I export HDL data? HDL data is displayed in the monthly table view. Export functionality will be available in a future release.
What happens if a patient is on the HDL but has no documents in Lilee? The patient appears on the HDL table as a tracked case. No notifications are generated until a document for that patient is processed in Lilee. Once a matching document arrives, the notification system activates.
Is the HDL available for payer organizations? The High Dollar List is available to provider organizations, where it helps track high-value cases involving payer communications (denials, approvals, clinical requests) with significant financial exposure. Payer organizations do not see the HDL page in their navigation.
Related Features
Intake Dashboard — Where HDL-matched documents are processed
Patient Management — HDL patients are linked to their patient records
Authorization Review — Submit authorizations for high-dollar cases
Questions about the High Dollar List? Contact your Customer Success Manager or reach out to [email protected].
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