{{ toast }}
×
${{ dash.ar ? dash.ar.patient_responsibility : '0' }}
Patient A/R
${{ dash.claims ? dash.claims.total_paid : '0' }}
Payer Paid
{{ dash.claims ? dash.claims.submitted : 0 }}
Submitted
{{ dash.denials ? dash.denials.open : 0 }}
Open Denials
Ready charges {{ dash.charges ? dash.charges.ready : 0 }} Claims paid {{ dash.claims ? dash.claims.paid : 0 }} Claims denied {{ dash.claims ? dash.claims.denied : 0 }} Patient payments received ${{ dash.ar ? dash.ar.patient_payments_received : '0' }} ERAs posted {{ dash.eras ? dash.eras.total : 0 }} (${{ dash.eras ? dash.eras.total_posted : '0' }})
Click a bucket to drill into claim-level outstanding balances.
All
Export CSV
Statements
${{ (agingSummary && agingSummary['0_30'] != null) ? agingSummary['0_30'] : (dash.aging ? dash.aging['0_30'] : '0.00') }}
0 - 30 Days
${{ (agingSummary && agingSummary['31_60'] != null) ? agingSummary['31_60'] : (dash.aging ? dash.aging['31_60'] : '0.00') }}
31 - 60 Days
${{ (agingSummary && agingSummary['61_90'] != null) ? agingSummary['61_90'] : (dash.aging ? dash.aging['61_90'] : '0.00') }}
61 - 90 Days
${{ (agingSummary && agingSummary['91_plus'] != null) ? agingSummary['91_plus'] : (dash.aging ? dash.aging['91_plus'] : '0.00') }}
90+ Days (Critical)
Total outstanding A/R: ${{ (agingSummary && agingSummary.total != null) ? agingSummary.total : (dash.aging && dash.aging.total) || '0.00' }}
· {{ agingSummary.count_total || 0 }} claims · filter {{ agingBucket }}
Claim # Patient Payer Status Bucket Days Outstanding Owner
{{ row.claim_number }}{{ row.patient_name }}
{{ row.payer_name || '—' }}
{{ row.status }} {{ row.bucket }}
{{ row.days_outstanding }}
${{ row.outstanding_amount }} {{ row.assigned_to_name || '—' }}
Patient Date CPT Amount Status
{{ patientName(c.patient_id) }}
{{ c.service_date }}
{{ c.cpt_code || '—' }}
${{ c.charge_amount }}
{{ c.status }}
Mark Ready
{{ workqueueSummary.total }}
In Queue
{{ workqueueSummary.scrub }}
Scrub Errors
{{ workqueueSummary.denied }}
Denied/Rejected
{{ workqueueSummary.draft }}
Drafts
{{ workqueueSummary.mine || 0 }}
Mine
{{ workqueueSummary.unassigned || 0 }}
Unassigned
Claim # Patient Owner Status Reason Errors Amount Actions
{{ item.claim_number }} {{ item.claim_type }} {{ item.patient_name }}
{{ item.assigned_to_name || '—' }}
{{ item.status }} {{ item.queue_reason }}
{{ item.error_count }} ${{ item.total_charge_amount }}
Assign to me
Unassign
Re-scrub
Correct & Resubmit
276 Status
278 Prior Auth
Queue is clear.
Claim Edit Assistant — {{ selectedWorkqueueItem.claim_number }}
Payer: {{ selectedWorkqueueItem.payer_name || '—' }} · Priority: {{ selectedWorkqueueItem.priority }}
Rule Field Message Suggested fix
{{ err.rule }} {{ err.field }}{{ err.message }}
{{ err.suggested_fix || '—' }}
No structured scrub errors on this item. Use Correct & Resubmit for denials.
Suggested actions: {{ (selectedWorkqueueItem.suggested_actions || []).join(', ') || 'none' }}
278 Prior Auth History
Claim Decision Auth # Date
{{ inq.claim_number || ('#' + (inq.claim_id || '—')) }}{{ inq.decision_status || inq.status || '—' }} {{ inq.authorization_number || '—' }}
{{ formatDate(inq.requested_at || inq.responded_at) }}
No prior-auth inquiries yet.
Export CSV
Build Claim
Claim # Type Patient Total Status Paid Actions
{{ cl.claim_number }}COR
837P (CMS-1500)
837I (UB-04)
{{ cl.claim_type || '837P' }}
{{ cl.patient ? cl.patient.first_name + ' ' + cl.patient.last_name : '—' }}
${{ cl.total_charge_amount }}
{{ cl.status }} {{ cl.paid_amount ? '$' + cl.paid_amount : '—' }}
Scrub & EDI
Submit
276 Status
278 Prior Auth
Simulate ERA
Simulate Denial
Correct & Resubmit
Correct (Draft)
View EDI
EDI {{ selectedEdiClaimType || '837' }} Claim Preview (HIPAA 5010)
{{ ediPreview }}
278 Prior Auth History
Claim Decision Auth # Date
{{ inq.claim_number || ('#' + (inq.claim_id || '—')) }}{{ inq.decision_status || inq.status || '—' }} {{ inq.authorization_number || '—' }}
{{ formatDate(inq.requested_at || inq.responded_at) }}
No prior-auth inquiries yet.
VCC Policy:
${{ eftReconciliation.total_deposits || '0.00' }}
Total Bank Deposits
${{ eftReconciliation.posted_amount || '0.00' }}
Reconciled / Posted
${{ eftReconciliation.unposted_amount || '0.00' }}
Unreconciled Deposits
{{ remittanceExceptionSummary.open != null ? remittanceExceptionSummary.open : (eftReconciliation.exceptions_count || 0) }}
Open Exceptions
Payer ERA Remittances
Trace / Check # Claims Matched Expected Posted Variance Control Status
{{ era.trace_number }}{{ era.claim_count }}
{{ era.matched_count }}
${{ era.expected_payment_amount != null ? era.expected_payment_amount : era.total_payment_amount }}
${{ era.posted_payment_amount != null ? era.posted_payment_amount : era.total_payment_amount }} ${{ era.control_variance != null ? era.control_variance : '0.00' }}
{{ era.control_status || 'balanced' }} {{ era.status }}
No remittances posted.
Batch claim payments — {{ selectedEra.trace_number }}
Claim # Paid Pt Resp Status
{{ p.claim_number }}${{ p.paid_amount }}
${{ p.patient_responsibility }}
{{ p.payment_status }}
Patient Portal Self-Pay Receipts
Date Patient Ref Amount Method
{{ formatDate(p.paid_at || p.created_at) }}
{{ p.patient ? p.patient.first_name[0] + '. ' + p.patient.last_name : 'Patient' }}
{{ p.reference_number || 'n/a' }}${{ p.amount }}
{{ p.payment_method }}
No patient payments.
Remittance Exception Queue
EFT amount mismatches and ERA control-total variances.
Open
Resolved
EFT only
ERA only
All
Refresh
{{ remittanceExceptionSummary.total || 0 }}
Total
{{ remittanceExceptionSummary.open || 0 }}
Open
{{ remittanceExceptionSummary.eft || 0 }}
EFT
{{ remittanceExceptionSummary.era || 0 }}
ERA Control
Source Trace Payer Amount Expected Variance Reason Status Actions
{{ ex.source }} {{ ex.trace_number }}{{ ex.payer_name || '—' }}
${{ ex.amount }}
${{ ex.expected_amount != null ? ex.expected_amount : '—' }}
${{ ex.variance != null ? ex.variance : '—' }}
{{ ex.reason }}
{{ ex.resolution_status }}
Resolve
Reopen
No remittance exceptions for this filter.
Complete the clinical practice registration steps to enable secure Electronic Funds Transfer (EFT) and Electronic Remittance Advice (ERA) auto-posting.
Client Onboarding SOP Checklist
Provider Identity Details
Save Profile
Secure Bank Information (ACH Enrollment)
Save Bank Details
Medicare EFT Enrollment & VCC Policy
Save Preferences
Enrollment checklist matrix for Medicare Administrative Contractors (MAC) and commercial insurance payers.
Payer Name
Electronic ID
EFT Status
ERA 835 Status
Auto-Posting
{{ payer.name }} {{ payer.electronic_payer_id || 'n/a' }}
Not Started
Submitted
Active (ACH)
Not Started
Submitted
Active (835)
Disabled
No payers linked to organization. Add them in the Payers tab.
ERA Auto-Posting Rules
Controls small-balance write-offs, patient responsibility caps, denial auto-create, and control-total variance threshold.
ACH EFT deposits are automatically matched to the corresponding EDI 835 ERAs based on the 835 TRN segment.
Simulate Bank EFT
Manual EFT ↔ ERA Match
Match Deposit to ERA
Simulate ACH Bank Deposit
Post Bank Deposit
Deposit Date
Trace Number
Payer
Amount
Reassociation Status
Matched ERA Remittance
{{ formatDate(dep.deposit_date) }}
{{ dep.trace_number }}{{ dep.payer ? dep.payer.name : '—' }}
${{ dep.amount }}
{{ dep.matched_status }}
Matched Remittance (ID: {{ dep.era_remittance.id }} · ${{ dep.era_remittance.total_payment_amount }})
No matched ERA.
Match…
No EFT deposits on file. Simulate a bank deposit or post a claim to generate one.
Import ERA 835
Paste EDI 835 content
Post ERA & Reassociate
Check Coverage
Run Eligibility Check
Batch check (demo patients)
Trace Provider ID Patient Payer Status Plan Copay Checked
{{ inq.trace_number }}{{ inq.provider_inquiry_id || inq.payer_trace_number || '—' }}{{ inq.patient ? inq.patient.first_name + ' ' + inq.patient.last_name : '#' + inq.patient_id }}
{{ inq.payer ? inq.payer.name : '#' + inq.payer_id }}
{{ inq.coverage_status }} {{ inq.plan_name || '—' }}
{{ inq.copay_amount ? '$' + inq.copay_amount : '—' }}
{{ formatDate(inq.checked_at) }}
Open denials, appeals, and ownership for recovery.
All
Open
Appealed
Assigned to me
Unassigned open
Overdue follow-up
Refresh
{{ denialSummary.total }}
Total
{{ denialSummary.open }}
Open
{{ denialSummary.appealed }}
Appealed
${{ denialSummary.denied_amount_open || '0.00' }}
Open $
{{ denialSummary.mine || 0 }}
Mine
{{ denialSummary.unassigned || 0 }}
Unassigned
No denials for this filter.
Claim # Owner Code Reason Amount Status Actions
{{ d.claim ? d.claim.claim_number : '—' }}
{{ d.assigned_to_name || '—' }}
{{ d.reason_code || '—' }}
{{ d.reason_description || '—' }}
${{ d.denied_amount }}
{{ d.status }}
Assign to me
Unassign
Correct
Appeal Scribe
Resolve
Close
Select Reason Template
Medical Necessity Appeal
Timely Filing Limit Appeal
Incorrect Modifier / Coding Appeal
Generated Appeal Document
Submit Appeal
Copy
Outstanding patient responsibility balances to sync to the portal.
Refresh
Sync all to portal
{{ statementSummary.count || 0 }}
Balances
${{ statementSummary.total_balance || '0.00' }}
Total Due
Claim # Patient Payer Status Charge Paid Balance Due Actions
{{ s.claim_number }}{{ s.patient_name }}
{{ s.payer_name || '—' }}
{{ s.status }} ${{ s.total_charge_amount }}
${{ s.paid_amount }}
${{ s.balance_due }} Sync
No outstanding patient balances.
Revenue Cycle Management · EHR/EMR Integration · USA Clearinghouse Ready
Refresh
{{ qaTracker.summary.total }}
Total Tests
{{ qaTracker.summary.pass }}
Pass
{{ qaTracker.summary.fail }}
Fail
{{ qaTracker.summary.untested }}
Untested
Driver: {{ qaTracker.clearinghouse_driver }}
· Last 837 submission: {{ formatDate(qaTracker.last_submission_at) }}
· Updated {{ formatDate(qaTracker.generated_at) }}
Test ID
Module
Scenario / Step
Expected Result
Clearinghouse
Priority
Status
Notes
{{ t.id }} {{ t.module }}
{{ t.scenario }}
{{ t.expected }}
{{ t.clearinghouse }}
{{ t.priority }}
{{ t.status }} {{ t.notes }}
EDI Transaction Set Reference — HIPAA 5010
Standard ANSI ASC X12N EDI transactions used in US healthcare RCM workflows.
Transaction Name Direction RCM Stage Description
837P Professional Claim Provider → Payer Claim Submission CMS-1500 equivalent outpatient claims 837I Institutional Claim Provider → Payer Claim Submission UB-04 equivalent facility claims 835 Electronic Remittance Payer → Provider Payment Posting ERA / EOB payment data 270/271 Eligibility Provider ↔ Payer Registration Real-time benefits verification 276/277 Claim Status Provider ↔ Payer AR Follow-Up Status inquiry and response 999 Functional Ack Payer ↔ Provider All Stages Syntactic acceptance/rejection
Import Options
Export CSV
Reset Filters
Re-import CMS Data
Official CMS public reference: payers, MACs, ICD-10, HCPCS, modifiers, CARC/RARC, type of bill, revenue codes, POS, and taxonomy.
Loading CMS reference data…
{{ cmsSummary.states }}
States
{{ cmsSummary.macs }}
MACs
{{ cmsSummary.payers }}
Payers
{{ cmsSummary.icd10_codes }}
ICD-10
{{ cmsSummary.hcpcs_codes }}
HCPCS
{{ cmsSummary.modifiers }}
Modifiers
{{ cmsSummary.claim_adjustment_codes }}
CARC
{{ cmsSummary.revenue_codes }}
Revenue
CMS Tab
Payers
Medicare Advantage
QHP Issuers
States
MACs
ICD-10
HCPCS
Modifiers
CARC (Adjustments)
RARC (Remarks)
Type of Bill
Revenue Codes
Place of Service
Taxonomy
Per page
50
100
200
500
Program
All programs
Medicare
Medicare Advantage
Medicaid
CHIP
Marketplace
Commercial
Workers Comp
TRICARE
VA
Ownership
All
Public / Government
Private
Nonprofit
State
All states
{{ s.code }} — {{ s.name }}
MAC Type
All types
A/B MAC
DME MAC
Part D
All
Offers Part D
No Part D
Category
Level
All
CPT
HCPCS
Group
All
CO — Contractual
OA — Other Adjustment
PI — Payer Initiated
PR — Patient Responsibility
Billable
All
Billable only
Header/category only
Search
Apply
Showing {{ cmsPagination.from || 0 }}–{{ cmsPagination.to || 0 }} of {{ cmsPagination.total }} (page {{ cmsPagination.current_page }} / {{ cmsPagination.last_page }})
{{ cmsStateDetail.name }} ({{ cmsStateDetail.code }})
Close
Region: {{ cmsStateDetail.region ? cmsStateDetail.region.name : '—' }} · FIPS: {{ cmsStateDetail.fips_code || '—' }}
MACs: {{ cmsStateDetail.macs ? cmsStateDetail.macs.map(m => m.jurisdiction_code).join(', ') : '—' }}
Reference payers in state: {{ cmsStateDetail.payers ? cmsStateDetail.payers.length : 0 }}
Code Name Program Ownership State Electronic ID MAC / Plan
{{ p.code }}
{{ p.name }}
{{ p.program }} {{ p.ownership }}
{{ p.state ? p.state.code : '—' }}
{{ p.electronic_payer_id || '—' }}
{{ p.mac ? p.mac.jurisdiction_code : (p.plan_type || '—') }}
Code Name CMS Region Type FIPS MACs
{{ s.code }}
{{ s.name }}
{{ s.region ? s.region.name : '—' }}
{{ s.jurisdiction_type }}
{{ s.fips_code || '—' }}
{{ s.macs_count != null ? s.macs_count : (s.macs ? s.macs.length : 0) }}
Contract # Name Type Jurisdiction States Covered Phone
{{ m.contract_number }}
{{ m.name }}
{{ m.mac_type }}
{{ m.jurisdiction_code }}
{{ m.states && m.states.length ? m.states.map(x => x.code).join(', ') : '—' }}
{{ m.phone || '—' }}
Contract Marketing Name Organization Parent Plan Type Enrollment Part D
{{ c.contract_number }}
{{ c.marketing_name || '—' }}
{{ c.organization_name }}
{{ c.parent_organization || '—' }}
{{ c.plan_type || '—' }}
{{ c.total_enrollment || '—' }}
{{ c.offers_part_d ? 'Yes' : 'No' }}
Issuer ID Name State Market Ownership
{{ i.issuer_id }}
{{ i.issuer_name }}
{{ i.state ? i.state.code : '—' }}
{{ i.market_type }}
{{ i.ownership }}
Code Description Billable
{{ c.code }}
{{ c.description }}
{{ c.is_billable ? 'Yes' : 'No' }}
Code Description Level
{{ m.code }}
{{ m.description }}
{{ m.level }}
Code Group Description
{{ c.code }}
{{ c.group_code || '—' }}
{{ c.description }}
Code Description
{{ r.code }}
{{ r.description }}
Code Description Facility Care Type
{{ t.code }}
{{ t.description }}
{{ t.facility_type || '—' }}
{{ t.care_type || '—' }}
Code Description Category
{{ r.code }}
{{ r.description }}
{{ r.category || '—' }}
Code Short Description Category Long Description
{{ h.code }}
{{ h.short_description }}
{{ h.category }}
{{ h.long_description }}
Code Name Definition
{{ c.code }}
{{ c.name }}
{{ c.definition }}
Code Classification Specialization Definition
{{ t.code }}
{{ t.classification }}
{{ t.specialization || '—' }}
{{ t.definition }}
Sync Payer IDs from CMS
Test Clearinghouse
Test Eligibility
{{ onboardingGuide.intro }}
{{ clearinghouseTest }}
×
{{ eligibilityTest }}
×
Clearinghouse Enrollment & Ops Checklist
Driver: {{ clearinghouseOps.driver }}
· Eligibility: {{ clearinghouseOps.eligibility_driver }}
· {{ clearinghouseOps.summary.completed }}/{{ clearinghouseOps.summary.total_steps }} complete
· Production-ready
· {{ clearinghouseOps.summary.critical_open }} critical open
Refresh checklist
Status Step Detail Severity
{{ step.label }} {{ step.detail }}
{{ step.severity }}
Ops commands:
{{ cmd }}
Loading integration checklist…
All integration checks passing for current configuration.
×
Your Organization
Name, organization NPI, billing address, and rendering providers import from NPPES. Only EIN is manual.
{{ orgProfile.name }} · Org NPI: {{ orgProfile.npi || '—' }} · EIN: {{ orgProfile.tax_id || '—' }}
{{ orgProfile.address.line1 }}, {{ orgProfile.address.city }}, {{ orgProfile.address.state }} {{ orgProfile.address.zip }}
Org NPI:
EIN:
Address:
Providers: {{ orgProfile.checks.has_rendering_providers ? orgProfile.providers.length : 'none' }}
Payers w/ ID: {{ orgProfile.checks.payers_with_electronic_id }}/{{ orgProfile.checks.total_payers }}
{{ npiResult.name }} ({{ npiResult.enumeration_type }}) — {{ npiResult.status }}{{ npiResult.taxonomy || '—' }} · {{ npiResult.primary_practice_address || '—' }}
{{ npiResult.phone }}
Discover Type-1 Providers at Practice
{{ npiProviderCandidates.candidates.length }} found for “{{ npiProviderCandidates.organization_name }}†in {{ npiProviderCandidates.state }}
Rendering Provider NPI Credentials
{{ pr.first_name }} {{ pr.last_name }}
{{ pr.npi }}
{{ pr.credentials || '—' }}
Auto-loaded Reference Data
POS codes: {{ referenceData.place_of_service_codes }}
CMS payers w/ electronic ID: {{ referenceData.reference_payers_with_electronic_id }}
What You Need & How to Get It
{{ section.title }}
{{ section.subtitle }}
What Why How to get it Env vars
{{ item.what }}
{{ item.why || '—' }}
{{ item.how || '—' }}
Open source ↗
{{ item.env_vars ? item.env_vars.join(', ') : '—' }}
Action: {{ section.action }}
Place of Service (CMS — {{ posReference.total }} loaded)
Code Name
{{ c.code }}
{{ c.name }}
Payer Electronic IDs (CMS — {{ payerDirectory.total_with_electronic_id }} available)
Electronic ID Name Program State
{{ p.electronic_payer_id }}
{{ p.name }}
{{ p.program }}
{{ p.state || '—' }}
Active Drivers
Clearinghouse: {{ requirements.drivers.clearinghouse }}
Eligibility: {{ requirements.drivers.eligibility }}
DB: {{ requirements.drivers.database }}
Queue: {{ requirements.drivers.queue }}
Env: {{ requirements.drivers.app_env }}
Workspace & Feature Options
Reset defaults
Save preferences
Default CMS tab
Payers
ICD-10
HCPCS
Modifiers
States
MACs
Default per page
50
100
200
500
Default POS (claims)
11 — Office
02 — Telehealth
22 — Outpatient
23 — ER
CMS export limit
500 rows
1,000 rows
2,000 rows
5,000 rows
{{ m.label }} — {{ m.enabled ? 'enabled' : 'disabled' }}
{{ section.label }}
{{ section.ready ? 'Ready' : 'Needs setup' }}
{{ section.note }}
Missing: {{ section.missing.join(', ') }}
