Step 1: Provider Dashboard

Welcome Dr. Alexandra Morgan • NPI 1234567890 • Practice Performance

Total Claims

1,284

+12.4% last 30 days

Approval Rate

94.2%

+1.8% vs last month

AR Days

28.4

Avg collection

Claim ID	Patient	Status	Amount

Step 2: Credentialing Tracker

Verify provider enrollment before claim submission - Required sequence

Verify coverage BEFORE creating claim - Reduces denials by 32%

Provider NPI

Member ID

Patient DOB

CMS-1500 compatible • Required fields marked * • Auto-saved to Claims Tracker (Step 5)

MOST IMPORTANT

Patient Name *

DOB *

Gender

Phone

Insurance ID *

Payer *

Date of Service *

Place of Service

Billed Amount *

CPT / HCPCS Codes * (comma separated)

Modifiers

ICD-10 Diagnosis Codes *

Notes / Medical Necessity

→ After submit, claim goes to Step 5: Claims Tracker with status Pending

All claims from Step 4 appear here - Real-time status

Claim ID	Patient	DOS	CPT	Payer	Status	Amount	Action

Denied claims from Step 5 → Generate appeal letters

Last step - Patient statements after payer adjudication

Patient statements will be generated from approved claims. Cario-style auto-billing.