Aging
By carrier
Oldest outstanding
Drag any row onto a tab to move it there, or select several and use the bar below.
Call one payer, clear many claims
Payers are ordered by how much is at risk. Open one to get a call sheet with every claim worth raising, what to ask for each, and what you already know about that payer.
Automated calling
The agent calls a payer's provider line about one claim, gives the verification details they always ask for, and brings back the answer for you to accept. It says it is automated at the start of every call, and it never changes a claim on its own.
Call queue
Queue a claim from its own screen, or from the Work Queue. Run a call, then read what came back and accept it — accepting is what updates the claim.
Ready to call
Payers with money outstanding, most at risk first. Open one for a call sheet with every claim and what to ask.
Payer directory
Phone numbers, the IVR path to claim status, and portal links. This is also what automated dialling needs — it cannot call a payer whose number is not here.
Call history
Import a claims report from Eaglesoft
Export your outstanding insurance claims report as CSV, then choose the file below. Existing claims are refreshed from the file; your status, follow-up dates and notes are never overwritten.
Recent imports
Activity log
Every sign-in, view, change, import and export is recorded here.
Invite a new office
Each code creates one office, once. Send it to the office manager; they open the sign-in page, choose Create your office, and set their own password. You never see their password or their claims.
Invite codes
Offices
Names and sizes only. Each office's claims are encrypted with that office's own key, which only its users' passwords unlock — this screen cannot open them. Suspending an office signs its users out and blocks sign-in; nothing is deleted.
Office
Practice details
Used as the letterhead on appeal letters. Payers reject appeals missing an NPI or Tax ID.
Your sign-in email
Change your password
Providers
The dentists you bill for. Each provider's own NPI goes on their appeal letters. Claims are matched by the provider name that came from Eaglesoft — if it is spelled differently there, add that spelling under "Also known as" (separate several with semicolons).
Users
Carriers
Carrier names are cleaned on import — addresses, PO boxes and phone numbers are stripped, and casing is tidied. Genuinely different payers stay separate. If one arrived spelled two ways, rename it to match and the two merge.
Backups Platform
A backup copies the whole platform database — every office — and every attached document into the backup folder on the server. Nightly backups also run on their own.
Backups stay encrypted, so a copy on an external drive is safe — and equally unreadable if every password is lost.