Before the session
Coverage is already known
Eligibility and benefits are checked and attached to the client record, so the session starts without a billing question.
Insurance Intelligence
Get paid without living in a payer portal.
Eligibility, benefits, claim submission, tracking, remittance, and denial follow-up run in one place, against the same record you already work in. You see the money arrive and what it was for.
- Eligibility checkedCoverage confirmed with the payer before the session.Automatic
- Benefits verifiedCopay, deductible, and visit limits attached to the client record.Automatic
- Claim built and submittedCodes, modifiers, and required fields checked before it leaves.Same day
- Claim trackedStatus, owner, and next action stay visible after submission.Live
- Remittance readThe ERA is matched to the claim and posted against the invoice.Automatic
- Denial workedThe reason, the record, and the next step stay together.Queued
- Payment depositedReconciled against the claim it came from, in the practice account.Paid
Illustrative figures, not a customer practice.$1,284.00 deposited
What changes
The cycle keeps moving when you are with a client.
Insurance work fails quietly. Each stage below names what the platform is doing while you are not watching it.
At submission
The claim leaves clean
Required fields, codes, and authorization context are checked before submission rather than discovered in a rejection.
After submission
Nothing goes quiet
Status, owner, and next action stay visible, so a claim cannot sit unnoticed for a month.
When a payer says no
The denial has a next step
The reason, the supporting record, and the follow-up stay together instead of scattering across portals and inboxes.
Other areas
- Practice operationsThe work queue, supervision and licensure, reporting, and the practice action center.
- Clinical workflowPreparation, the protected session, typed notes, review, and signature.
- Client engagementClient-chosen check-ins, homework, reflections, and shared resources.