The To-Do List box shows tasks that require high priority, such as quick completion or follow-ups. For additional information, click on each task. 

AR Follow-up Bucket

It shows a list of AR tasks that need follow-up - overpayments/underpayments, $0 payments, claim reprocessing, etc. It can also be filtered by date/date range, patients, insurance, CPT codes, and specific aging reasons (as listed previously).

Provider Escalation

It shows a list of provider tasks that require follow-ups, to prevent any claim denials before submission. The tasks can be filtered for precise results – by date/date range, patients, insurance, CPT codes, aging status, and selected dates. 

Patient Auth

This table provides information about the patient auth requests submitted by staff for the facility. The table can filtered by using the auth name on the search bar, and also provides the option to create a new auth request.

Patient Auth Follow-Up

This table displays a list of auth requests that require follow-ups from the staff. You can search for auth requests using the “Search Name” taskbar above the list. 

Patient VOB

This table displays a list of Verification of Benefits (VOB) requests and information that were created by the staff. You can review the status, preview documents, and take necessary measures. On the top right corner, there is a “VOB Request” button, for creating a new request.  

Patient Intake (Change to Client Intake since it shows Client Intake in the picture)

This table lists the intake forms submitted by clients. You can review the client names, files uploaded by them, their status, and whether to assign the forms to them or not. The software also allows you to edit the forms for clarity and accuracy. For precise results, you can filter client names using the date/date range and patients’ option above. 

Client VOB (Even for this, we need to change the name since they offer different functionalities and also the same names get confusing)

This table shows the VOB requests that have been sent, along with their status. Simply select the date/date range, and the patient of your choice, and a list will appear. You can also add a new VOB request, and view and verify them. 

You can download these reports for further review. These downloads can be accessed by clicking on this icon ()