The full walkthrough
See one PI case from the first call to the final check.
Tell us a little about your clinic and the 7-minute walkthrough plays right here. We'll also send you the link, and answer any questions — no sales pressure.
- Intake: the case type, the first-call questions and the 48-hour checklist
- The first weeks of care: the PI playbook, referrals, policy limits and re-exams
- Keeping patients on track: gaps in care, outreach and the daily huddle
- Getting paid: case value, attorney letters, EOBs, reductions and the final check
- Running your office: custom steps, roles, the audit trail and pricing
Prefer the short version? Watch the 3-minute overview.
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The full walkthrough
One fictional patient, from the first call to the final check. Use the chapters to jump around.
No credit card required · We import your existing tracking and A/R spreadsheets