My first thought would be to create a summary that totals your money fields based on the key (claim number?). Export it to Excel. Then, create a second model that uses the first Export as an external lookup based on the key. You will then have detail records along with the summary total for each detail. The money fields that you are importing as a lookup can be used to see if the claim was denied or not. Let me know if you have any questions.
Hi CK and welcome to the forum.
You don't say if you have the Pro version of Monarch or not, but if you do, Joey was on the right track.
Since you already have a calculated field telling you if there is an outstanding amount or not I would first set up a summary with the claim number as the key field and your calculated field as the measure and export that out.
Next, with a second model, I would link back to the summary you exported using external lookups linking with the claim number field and bringing in that calc field. Then run a filter showing only claims that have an amount in the new calc field. This would show all claims that have an outstanding amount and all services and benefits whether paid or not. This would show both lines you have in your example and would not show both if both were denied.