Access controls and an audit trail, built in.
Revenue data is sensitive and claim work has to be defensible. The controls are built in, so nobody has to remember to switch them on.
Decide who can upload, allocate, work the queue, run reports or use AI, and grant practice access person by person. Assignments, stage changes, help requests and outcomes land on the claim's own timeline and in the audit log, so you can see who did what, and when.
Patient names are hidden on screen by default and only appear if your organization switches them on. Exported claim files do include them, so treat exports with the same care as the source data.
What you get
Permissions, role by role
Decide who can upload, allocate, work the queue, run reports or use AI.
Practice access
Access to each practice is granted person by person.
Patient names hidden on screen
Names are masked on screen by default. Exported files include them.
Every touch on the record
Assignments, stage changes, help requests and outcomes are logged.
Support without shared passwords
Admins can view the app as a teammate, under a banner that makes it impossible to miss.
Backup and restore
Export a full backup of the workspace and bring it back when you need to.
Guardrails, not red tape.
Revenue data is sensitive and claim work has to be defensible. The controls are built in, so nobody has to remember to switch them on.
Audit log
Recording- 09:02:11adminauth.login
- 09:03:40admindataset.ingest_confirmedRiverside FM · 12,480 rows
- 09:05:02adminscoring_profile.recalculateRiverside FM
- 09:07:15s.patelallocation.set_by_filter180 claims → 4 users
- 09:14:09m.okaforclaim.workflow_stageCLM-20418 → in progress
- 09:21:44m.okaforclaim.assistance_requestedCLM-20418
- 09:40:13j.chenclaim.assistance_resolvedCLM-20418
- 09:52:30m.okaforclaim.outcomeCLM-20418 · Paid
Permissions, role by role
Decide who can upload, allocate, work the queue, run reports or use AI. Practice access is granted person by person.
Patient names stay hidden
Names are masked on screen by default, and only appear if your organization switches them on. Exported files include them.
Every touch is on the record
Assignments, stage changes, help requests and outcomes land on the claim's own timeline and in the audit log.
Support without shared passwords
Admins can view the app as a teammate to troubleshoot, under a banner that makes it impossible to miss.
Backup and restore
Export a full backup of the workspace and bring it back when you need to.
Uploads handled safely
Files go straight to encrypted storage and are processed in the background, with automatic retries if a step fails.