Platform · for RCM companies
One view of risk across every client you serve.
Client portfolio · this month
Illustrative demo — synthetic data| Client | Specialty | Est. exposure | Open issues | Top driver | Owner | Status |
|---|---|---|---|---|---|---|
| Northbend Counseling Group | Outpatient psychotherapy | $48,200 | 37 | Auth units nearing limit | Priya S. | Attention |
| Harbor Light Recovery | SUD · IOP | $31,650 | 22 | Missing session times | Rahul M. | Watch |
| Cedar Path Behavioral | Telehealth therapy | $12,900 | 11 | POS / modifier review | Anita K. | On track |
| Lakeview Family Clinic | Mixed outpatient | $26,400 | 19 | Denials aging past 30d | Vikram D. | Watch |
Exposure figures are estimates for prioritization — not confirmed losses or recoveries.
Workflows
Five questions your teams answer every day.
"Will this visit be covered?"
Eligibility changes, authorization utilization and renewal windows surfaced before the session — with the patient-access owner attached.
Portfolio intelligence
Leaders drill down. Teams act.
The same data serves a CEO preparing a client review and a QA lead clearing tomorrow's batch — at the level each needs.
Open the full demo dashboardEstimated exposure by client — select to drill in
Use cases by role
CEO / Founder
Walk into a client QBR knowing which accounts carry risk, what your team is doing about it, and what still needs the provider's help.
Delivery Director
Spot accounts drifting before the client notices. Escalate issues that need a decision rather than another email thread.
Team Lead
Assign issues with owners and dates; see what's overdue across shifts and time zones.
Coder / QA / AR Specialist
Work from one prioritized list with the evidence in front of you — and record your professional judgement.
Quick answers