Key Features

• When Advanced Search is open, all filter fields are available.
• Click Search to apply the filters and refresh the results.
• After Search, Advanced Search collapses automatically to give more space to the grid.
• The Search button shows the number of applied filters (for example, Search (3)).
• Users can expand Advanced Search again to change or clear filters.

Key Features

Accessible when the user clicks on the Provider hyperlink in the Visit Detail screen.

Key Features

• View historical Batch EOD runs with status and timestamps
• Filter by date range / batch / status
• Drill down into batch totals and processed items

Key Features

• Enter the check date and payment amount.
• Save the check details to continue payment posting.

Key Features

• Upload or select an ERA file to post payments.
• Review claim lines, payments, and adjustments from the ERA.
• Post the ERA to apply results to patient accounts and claims.

Key Features

• Search ICD codes by keyword or code.
• Select an ICD from the results.
• Add the selected ICD to the charge.

Key Features

• Search CPT codes by keyword or code.
• Select a CPT from the results.
• Add the selected CPT to the charge.

Key Features

• Search providers by name, NPI, or specialty (if available).
• Select the correct provider from the results list.
• Apply the selected provider to the charge.

Key Features

• Collapses Advanced Search after the user triggers Search.
• Refreshes the grid to reflect the applied filters.
• User can expand Advanced Search again to refine criteria.

Views

Key Features

• Sidebar expands on hover to show menu labels.
• Active item stays highlighted for orientation.

Key Features

• Appears when the user clicks New Appeal from Appeal Management.

• Add supporting documents before saving/submitting the appeal.

Key Features

• Centralized appeal worklist to review, update, and track appeal progress.
• Attach and manage appeal-related documents for each case.

Key Features

• View and manage outstanding patient balances and A/R details.

Key Features

• View uploaded documents related to the selected payment batch.
• Add or manage attachments within the Batch Detail workflow.

Key Features

• Manual Search grid is used on the Charge Listing screen.
• Direct access to charge details via the listing grid.
• A popup is displayed if payment exceeds the patient balance.

Key Features

• This screen appears when the user clicks on the plus button next to the ICDs in the Charge Detail screen.

Key Features

• This screen appears when the user clicks on the plus button next to the Modifiers in the Charge Detail screen.

Key Features

• This screen will be accessed when user clicks on the gear icon in Visit Details and clicks Create RCM Task.

Key Features

• This appears when the user clicks on New Task from Billing -> RCM Manager.

Key Features

• Accessible when the user opens the Visit Detail.

Key Features

• Accessible when the user opens the Visit Detail -> History tab.

Key Features

• This is a subtab of Visit Detail -> History.

Key Features

• This is a subtab of Visit Detail -> History.

Key Features

• Accessible when the user clicks on the Documents Tab in visit Detail

Key Features

Accessible when the user clicks on the Referring Provider hyperlink in the Visit Detail screen.

Key Features

Key Features

Key Features

• appears when the user clicks on the CPT hyperlink in the Charge Detail modal.

Key Features

• Accessible when the user clicks on the New Batch button from the Payment Batch grid.

Key Features

• Contains secondary tabs for Submit, Resubmit, Editing, Audit, and Fee Audit.

Key Features

• Edit charge-level details (codes, modifiers, units, amounts).
• Linked from Charge Listing via charge-number hyperlinks.

Description

• This will be displayed when the payment about to be processed exceeds patient balance.

Key Features

• Auto Search Grid has been used in this screen
• Advanced Search: Advanced Search hides filters until you click the advance search button

Key Features

• Includes smart search. The grid will be initially empty and when the user uses the search bar or the advance search then the grid will populate with relevant data

Key Features

• If a value is entered in Discount Amount, the Discount Ledger dropdown becomes visible; otherwise, it stays hidden.
• When multiple visits are selected, totals are shown as aggregated values, and the CPT field is disabled.
• Relevant columns have been added to the left visits grid including CPTs. When a user hovers on the three dots a tooltip is shown with the remaining CPTs of the visit.

Key Features

• Grid-based worklist for tracking claim follow-ups.
• Includes both a general search bar and an "Advanced Search" option.
• 'Set Auto Action' button allows for bulk processing of selected items.
• Each column header has filtering and sorting capabilities.
• Tabs for switching between 'Plan Followup' and 'Appeal Management' views.

• Auto Action: Pill shape auto actions allowing users to set auto actions directly from the pill.

• The KPI cards on this screen calculate metrics based on data from the grid so the dropdown is not needed

• Some KPI labels are hyperlinked. Clicking on a hyperlinked KPI will filter the grid accordingly.

• An option will be available in setup to convert the grid into an auto search grid. In that case the search criteria above will be removed and only the general search and an advance search button will remain.

Key Features

• The screen shows patient A/R grid

• The KPI cards on this screen calculate metrics based on data from the grid so the dropdown is not needed

• Some KPI labels are hyperlinked. Clicking on a hyperlinked KPI will filter the grid accordingly.

• An option will be available in setup to convert the grid into an auto search grid. In that case the search criteria above will be removed and only the general search and an advance search button will remain.

Key Features

• Task details and assignment overview.
• Improved drag-and-drop file upload area.
• This is an auto search grid. No search criteria will be present unless advanced search is clicked.

Key Features

• Grid view displaying EOB payment details.
• When a check is not selected then the following tabs will be disabled: Followup Denial, Line Item Charges not Link, Elect EOB.
• Quick filters on each column.
• updated the layout to make it more user-friendly. Divided the fields into three categories Charge Payment, Elect EOB Details, Remittance Adjustment Codes
• Hovering over a Remittance Adjustment Code shows its description in a tooltip

Line Item Charges Not Link

• This view highlights remittance line items that were not linked automatically to a charge.
• Use it to compare the incoming EOB line with the available charge context before posting or fixing the payment.
• Common reasons for landing here are missing charge matches, mismatched service lines, or incomplete posting data on the selected check.

Key Features

• Shows complete visit detail including Charges grid
• A sidebar has been added to the left allowing users to easily switch between different visits.
• An Add button has been added to the charges grid. CLicking on this button opens the superbill in a popup allowing users to easily add a charge directly from this screen.
• Followup Details, Documents and History Buttons have converted to tabs and moved to the nav bar.
• The remaining buttons except for Close, Resubmit and Update Visit have been moved to the gear icon
• Visits shown in the left sidebar are fetched from the previous grid e.g if visit detail is opened from charge listing grid then visits are fetched from the charges grid.

Key Features

• Fields are aligned with the CMS 1500 form.
• The small box number shown next to each field represents its CMS 1500 box number.
• Hovering the box shows a tooltip with a brief field description, CMS 1500 box number, and loop id.

Key Features

• Finalize daily financial activities and reports.
• Search and filter capabilities for EOD records.

Key Features

• Review and submit patient statements.
• Grid with filters for all columns.

• Set Flag has been renamed to Exclude.

• A yellow background will be shown for on hold statements.

Key Features

• A dropdown is present at the top right of the KPI cards to filter the information displayed by time such as Current Week, Last Week, Last 2 Weeks, 1 Month, 3 Months, 6 Months, 1 Year, All Time.
• Manage electronic statements.
• Alert for auto-submission status.

Key Features

• Track encounters that are currently on hold.

Key Features

• Identify encounters that haven't been billed.

• The KPI cards on this screen calculate metrics based on data from the grid so the dropdown is not needed

• Some KPI labels are hyperlinked. Clicking on a hyperlinked KPI will filter the grid accordingly e.g., clicking on In Progress KPI will filter the grid to only show in progress encounters.

Key Features

• Manage and resolve pending claim rejections.
• Grid view with filtering options.

Key Features

• Address rejections from the clearinghouse.
• Action buttons for "Change Group", "Resolve", etc.

Key Features

• Submit claims electronically and track submission progress.

• The KPI cards on this screen calculate metrics based on data from the grid so the dropdown is not needed

• Some KPI labels are hyperlinked. Clicking on a hyperlinked KPI will filter the grid accordingly e.g., clicking on blocked claims KPI will filter the grid to only show blocked claims.

Key Features

• Manage claims submitted on paper.
• Action buttons for "Exclude", "Paper Submission", "HCFA".

• Set Flag has been renamed to Exclude.

• The KPI cards on this screen calculate metrics based on data from the grid so the dropdown is not needed

Key Features

• Process Electronic Remittance Advice (ERA).

• The KPI cards on this screen calculate metrics based on data from the grid so the dropdown is not needed

• Some KPI labels are hyperlinked. Clicking on a hyperlinked KPI will filter the grid accordingly.

Key Features

• Review ERAs that failed to process and resolve posting issues quickly.

Key Features

• Use advanced filters to quickly narrow down claim results.

Key Features

• Move or reassign claims by changing their grouping as needed.

Key Features

• Place claims on hold and manage hold reasons/status.

Key Features

• Review batch-level details including totals, adjustments, and status.

Key Features

• View the ledger entries for a selected payment batch.

Key Features

• See a summary view of payment batch ledger activity.

Key Features

• Search tasks and work queues using advanced criteria.

Key Features

Key Features

• Additional charge metadata and extended fields for deeper review.