Revenue Operations
Claims inventory, A/R risk, and operational metrics
Upload AR Sheet
Import claims from CSV or XLSX file
Select Clinic & Upload File
Drag & drop your AR sheet here
or click to browse
Supports CSV and XLSX files
Recent Import Batches
Upload Worked Claims
Bulk-update status, follow-up, notes, action taken, and assignee from an Excel sheet. Does not auto-close any claims.
Worked Claims Upload — placeholder. Feature under construction.
Agent Production
Track agent productivity, workload, and claim activity
Claims
All claims across clinics
| Carrier | Chart | Patient Name | DOB | CPT | DOS | Billed Amt | Subscriber ID | Status | Action Taken | Assigned to | Follow-up | Notes | Last Worked | Last Worked By |
|---|
My Queue
Claims assigned to you, sorted by priority
| Patient | Insurance | Visit (DOS + CPT) | Billed | Status | Follow-up | Action Taken | Last Note |
|---|
Administration
Manage users, teams, and clinics
Organization Settings
Manage users, teams, clinics, and dropdown options for your organization
Practice Info
Clinic details, providers & identifiers
Credentialing & Enrollment
Track payer enrollment status, monitor upcoming expirations, and prevent revalidation lapses that delay reimbursements.
Practice Logins
Manage portal credentials for your clinic
| Portal / System | Username | Password | Practice Key | Category | Last Updated | Actions |
|---|
Messages
Team communication & file sharing
Attendance & Leave
Clock in/out, track hours, and manage leave requests
Authenticators
Live 2FA codes for payer portals & systems
Training Materials
Organization training documents & resources
Production
Daily production tracking & performance