Insurance-Based Clinics

Document visits, submit claims, post ERAs, and track balances from $69/month.

Keep the signed note, payer details, CPT units, claim status, ERA, adjustments, and patient balance tied to the same service date.

From signed note to paid claim

Move from unbilled visits and draft claims through validation, electronic submission, payer responses, ERA posting, adjustments, and the final patient balance.

Unbilled and draft-claim queues

CMS-1500 and 837P review

999, 277CA, and 835 status

ERA payments, adjustments, and denials

Clinical work supports the claim

Objective measures, skilled need, completed activities, and CPT rationale stay in the clinical record. Intelligent Assist drafts; the clinician reviews, edits, and signs.

Progress-note comparison

Activity and CPT support

Plan-of-care context

Clinician-controlled signature

Your clinic makes the final decisions

The system surfaces validation and payment evidence. Your clinic remains responsible for coding, payer rules, medical necessity, claim submission, denials, and reconciliation.

Setup and claim pricing

Create your workspace immediately and use the guided setup center for clearinghouse, payer, and ERA enrollment requirements. You can schedule while external approvals are pending. Each claim or ERA is $0.49. The first clinician is included; each additional clinician is $29/month. Unlimited admin and office staff accounts are included.

Receptionist add-on: $15/month, including a phone number and model cost

Fax add-on: $15/month, including a fax number or number transfer and storage