Revenue cycle · Built, rolling out
Know what's covered before the visit
Insurance is checked automatically ahead of each appointment, so the front desk starts the day knowing what's covered.
Before the visit · Tue 9:30
PlanPPO, active
Deductible left$150
Co-pay$25
BalancePaid by text link
This month
Insurance checked112 of 118 visits
Statements sent86 families
Paid by link$14,320
Claims past 30 days12 to follow up
Eligibility
What it does
- Automatic pre-visit checksChecks run days ahead of each visit, with an optional recheck the day before.
- On demand and on the callStaff can run a check anytime, and the agent can check during a call.
- Plan, deductible and co-payResults come back as one clear summary on the appointment.
- Insurance dashboardTrack checks and results by payer across every location.
More in Revenue cycle
- StatementsFamily statements by text and email with a live balance.
- Payment linksCard payments by text, statement, portal or call.
- Claims & denialsOutstanding claims, denials and payer lag in one view.
- ReconcileMatch insurance payments to claims and bank deposits.
- Prior authPrior authorizations submitted and tracked for you.

Run your whole practice on one engine.
Calls, referrals, insurance and payments, connected to the systems you already use.
Or hear the agent now at (415) 830-4281