For the doctor
Know where every dollar went.
Checked against your bank and card processor. You only hear about what's wrong.
Today
One page every morning
Collected, sealed and still open, at a glance.
- Daily email at the end of the day
- Any date, one click
Alarms
Only what needs you, largest first
Each one names the patient, the amount and who entered it.
- Answer in one click
- Hand it to the desk with a note
- Every answer kept under your name
What an alarm says
Plain words, real amounts, a name
Insurance check never deposited$2,400.00BCBS check #4471. 34 days, no deposit.
Written off while the patient was in$685.00Entered by Cass Drawer. Nothing paid that day.
Claim deleted after it was sent$960.00MetLife claim, deleted by Addie Justment.
Made-up patients and staff.
Audit
A record nobody can rewrite
Change one past entry and every later one stops matching.
- Daily checkpoint, kept off the office computer
- Search by name, amount, check # or employee
More for the doctor
Checked against sources nobody can edit
Three-way match
Practice software, desk and bank, daily.
Write-offs by type
Each checked for what it means.
Independent checkpoint
A copy kept outside your office.
Team limits
Own login and limit for each person.
Setup check
Green, amber or red: is it working?
Monthly report
One PDF for your accountant.
Evidence packet
Everything a lawyer needs, one click.
Several offices
Every location on one screen.