We have a left-side navigation which includes expandable dropdown menus, making it easier to find and access key areas of our product.
You’ll see a navigation menu with the main sections. Click any section to expand its dropdown and view the available sub-sections.
Here is a quick overview of all the main and subsections that are available to you:
Operations:
This is where you can view your Patient Statements and Suspended Statements.
Claims:
This section is where you manage claims that require manual review or action. It follows the standard claim processing workflow that billers are already familiar with, with panels organized by each stage of the billing process.
Most claims move through the workflow automatically. Only claims that the system flags for issues, exceptions, or required actions appear in these panels. Within each stage, you can review claim details, assign ownership, and resolve issues to ensure claims continue moving forward efficiently.
Static Data: You can view key payer and billing configurations specific to your organization here
Coding Review: This work queue is mainly used by medical coders to review and update coding before the claims are sent to the billing team for processing in the Claim Review work queue.
Claim Review: These are claims that require additional action or review to ensure the accuracy and completeness of the claim before submission.
CH Rejection: These are claims that have been rejected by the clearinghouse and require additional action before they can be resubmitted.
Paper Claims: These are claims that cannot be electronically submitted and require manual paper submission.
ERA Exception: These are ERAs that cannot be matched to the correct claim, or that match to a claim with an unclear order of benefits, requiring manual instruction.
EOB Posting: These are claims whose EOB has not been received within a reasonable timeframe after sending to the primary or secondary payer.
EOB Reconciliation: These are claims that require additional action to identify and resolve unusual or inconsistent payment, adjustment and payer scenarios to ensure EOBs are posted accurately and balances are correct.
Denial: These are claims that have been denied and require denial management actions like appeal, sending a corrected claim or write off.
All Claims: Here you can view all claims associated with your organization and move them to different panels as needed.
Advanced Action: This section is designed for manual actions that fall outside the standard claim processing workflow. It surfaces claims or patients where advanced intervention is needed, such as Insurance Write Off, Resend Secondary Claim, or Patient called to negotiate balance. Use this section to take targeted actions when exceptions arise.
Message: Messages let you communicate with other internal users. Start a message thread to discuss details related to a specific claim, practice, or patient.
User Profile: Access details about your profile and settings here.