All examples
Claims tracked in one place instead of three
Claims used to live in provider paperwork, spreadsheets, and insurance websites. I built one system that carries each claim from the provider’s records to the insurer’s receipt to the books.
- 20+ provider clients
- Thousands of claims a month
- Records come inChecked the moment they arrive
- Claim builtChecked against the insurer’s rules first
- Sent to the insurerThe insurer’s receipt is saved as proof
- Matched to the booksA report that lines up with your accounting
The problem
- Records arrived from providers, and most claims went to one state insurer. Each claim was put together by hand, sent through insurance websites, and tracked in spreadsheets.
- Whether a claim had been sent or received depended on who touched it last.
What it does
- One list for every biller, instead of three programs.
- Every claim shows where it is and what it is waiting on.
- Month-end matching is a report, not a project.
- Nobody types a number twice.