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We bring your cases in
Send your tracking and A/R spreadsheets in whatever shape they're in. We map the columns and bring the open cases in, with their visits, balances and attorneys.
Moving from spreadsheets
Off the spreadsheet this week.
Send us your PI tracking and A/R sheets and we'll bring every open case in for you, so nobody retypes anything. Short training videos get the front desk, billing and doctors comfortable in about 30 minutes each.
No credit card required · Cancel any time · HIPAA-ready, with a signed BAA
We importyour tracking and A/R sheets
~30 minutesof training per role
32 videosin Help & training
14 daysfree, no credit card
See it in action
One patient's case, from the first call to the final check. Demo data is fictional.
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Training that sticks
Each role has a training path of short videos with a quick check after each one: front desk, billing & A/R, doctors, owners, and EOB Genie. You can see who's finished.
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A guided first two weeks
Setup tips arrive as your team goes: opening the first case, inviting the team, the morning huddle, attorneys, then getting paid.
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One screen each morning
The dashboard ranks every case by what needs attention: gaps in care, overdue referrals, PIP deadlines and checks still out.
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Nothing lost in the move
Attorney contacts, letters of protection, reductions and settlements carry over and stay on the case they belong to.
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HIPAA-ready from day one
A signed Business Associate Agreement, two-factor sign-in for everyone, encryption and a full audit trail. Something a spreadsheet can't give you.
Plans from $39 a month, with a 14-day free trial and no credit card. Cancel any time.