What will this client actually owe?

Pick a service, practice, and payer for the billed amount, then a client (or type benefits by hand) for the full estimate. Every figure recomputes as you type.

Client (click to browse · optional)

Service

Practice

Payer

Benefits are editable. Pick a client and these fill from the synced client record (credify_ehr_clients) when one exists, or from sample demo numbers until the sync lands. Anything you type here wins for this estimate.

Plan type Commercial PPO — copay only (deductible met) Commercial PPO — deductible, then coinsurance Medicare Part B — 80/20 after deductible Medicaid — small copay Commercial HMO — copay only

Deductible (total)

Deductible met

Copay

Coinsurance %

OOP max (total)

OOP max met

Billed amount $0.00

Allowed (contracted) $0.00

Estimated client cost $0.00

Plan pays $0.00

Contractual write-off $0.00

Every approved billing combination

The permutation grid is driven by the rules generated in the Setup Wizard — provider × service × place of service × telehealth × payer, limited to the rows your admin approved and priced. Filter, sort, and export to CSV.

Search

Provider

Code set

Payor

License

POS

Reset Export CSV

0 combinations · click a row to preview its CMS-1500

Provider	Code	Description	Set	POS	Modifiers	Payor	Charge	Status

No combinations match these filters.

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No active chargemaster yet

Providers start unenrolled. Run the Setup Wizard to load providers, choose your places of service / encounter modes / payers, then approve and price the permutations that become your live chargemaster.

Run Setup Wizard

Providers & licensure

The provider roster that fuels the permutation engine. Each provider carries one rendering license, which drives service eligibility and the discipline/level modifiers applied per payer. Seeded with 100 providers — edit licensure, deactivate, or replace the roster via the Setup Wizard.

+ Add provider Import CSV Export CSV Setup Wizard Sample claim Bundle template Import bundle

Search roster

License

Location

State

ID	Name	Rendering license	Location	NPI	Actions

Payors

The payor roster the permutation engine bills against. Each payor maps to a billing class (Medicare / Medi-Cal / Commercial) that drives the rules, and carries a payer ID and mailing address. Add, edit, or replace the roster — upload a CSV/Excel and every payor is listed automatically, grouped by address state.

+ Add payor Import CSV Export CSV Bundle template Import bundle

Search payors

State

Class

Payor	Billing class	Payer ID	State	Contract end	Actions

Fee Schedule

View, manage, and import fee schedules. The active schedule sets default fees for new claims. Import custom payer-specific schedules via CSV.

Active fee schedule: Standard Fee Schedule Active

Set as Active Delete

Import CSV Export CSV

Search codes

Code set All code sets

Code	Description	Code Set	Standard Fee

Rate Table

Per-payor contracted rates by CPT code, rendering license, and place of service. Rates override the fee schedule billed amount on the CMS-1500. Combos without a rate show a warning on the claim form.

Search rates

  Show inactive

Export CSV Import CSV Localities Import Medicare 2026 + Add rates

Locality Management

Define Medicare payment localities and the counties they cover. Used in rate entry dropdowns and Expected Reimbursement calculations.

Close ×

Search

State All states

+ Add Locality

Code

Name

State

Counties (comma-separated)

Save Cancel

Code	State	Name	Counties	Source	Actions

Alerts

Live alerts for rate expirations, contract gaps, and billing configuration issues. Rates expiring within 90 days surface here automatically.

🔔

No alerts

Everything looks good. Alerts for expiring rates and contract gaps will appear here automatically.

Rate Variance Report

Compare your billed charges against contracted allowed amounts across every active rate row. Sorted by variance — biggest underpayments first.

Rate Variance % of Medicare Expected Reimb. Coverage Gaps Contract Runway Hygiene Audit License Ladder Best Payor Locality Spread Claims Volume Progress Note Status Underpaid Unbilled Sessions

View by Saved Claims Rate Table

Locality filter

Group by Payor Provider CPT Code

All note statuses Done / Locked Locked Ready to Bill Incomplete Non-Billable

All statuses Active only Expired only

Export CSV

Add contracted rates to see variance data.

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Audit Log

A timestamped record of all changes — rates, providers, payors, codes, imports, settings, and bundle operations. Last 200 events. No PHI is stored.

All types Rates Providers Payors Codes Imports Settings Bundle Export CSV Clear log

Timestamp	Type	Action	Object	Detail
No audit events yet. Changes to rates, providers, payors, codes, settings, and imports will appear here.

Claims

+ Create Claim Export CSV

Auto-status rules Admin only

Search & filters

Provider(s)

All providers

Select all Clear

Client

Service From

Service To

Payors

All payors

Select all Clear

Claim Status

All statuses

Select all Clear

Claim No

Payer #

Assigned to User

Payor / Client

All

Select all Clear

Place of Service

All POS

Select all Clear

Practice

All practices

Select all Clear

Balance

Any > More than < Less than = Exactly ≥ At least ≤ At most

Sort ▾

Sort claims

Each level breaks ties in the level above it.

Add a level  

Reset to default Apply

Import Claims Clear Run Scrub Search

Saved views — select a view — Load

Save current view

Claim #	Service Date	Provider	Client	Payor / Client	Claim Status	Scrub	Charges	Payment	Adjustment	Balance

Appointments

Export CSV

Provider(s)

All providers

Select all Clear

Payors

All payors

Select all Clear

Practice

All practices

Select all Clear

Status

All statuses

Select all Clear

Service Date

–

No of Days All Time 30 60 90 120

Clear Search

Appt ID	Service Date	Provider / Clinician	Client Name	Visit Type	POS	Primary Insurance	Practice	Status

Biller Queue

Refresh Queue

My Queue Rules Wizard

Access Required

The Biller Queue is restricted to Admins and users granted access. Ask your Admin to enable access in Settings.

All Types Claims Denials ERA Appointments Statements Credentialing Open only All Statuses New In Progress Done

Clear

Loading…

Assignment Rules

Enable rules and configure thresholds. The queue refreshes automatically when you open this panel.

Payments

Export CSV

Payment ID

Client

Payment Date

–

Payors

All payors

Select all Clear

Payment From All Insurance Client

Type All Check EFT (Clearinghouse) Non Payment Cash Credit Card Reversal

Posted By

Add Ins Payment Add Client Payment Delete

Clear Search

	Payment ID	Posted By	Posted Date	Payment From	Type	Check / EFT #	EFT Date	Amount	Posted	Unposted

ERA

Copy / CSV

Import ERA Pull ERAs ePost Mark as Posted

View ERA Exception Reports Payment Details Delete

Posting Status All R (Ready) P (Posted) X (Exception) E (Error)

Posted Date

–

All Posted Dates

File #

Select Payer

All payers

Select all Clear

Posted By

Facility

Clear Search

Status key RReady to Post PPosted XException EError

	Status	File	Payer	Posted By	Posted Date	Method	Action	Check/EFT #	Dated	Amount

Submissions

Check Claim.MD Export CSV + Submit Now

Scheduler

Configure Run Now

Submission History

Denial Management

Export CSV

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Total Denied $

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Open Denials

—

In Appeal

—

Recovered MTD

—

Denial Rate %

Provider All providers

Payer All payers

Status All Denied Rejected In Appeal Resolved Written Off

Denial Code

Assigned To All staff

Date Range

–

Clear Search

Denial Queue Appeal Tracker Worked Denials Analytics Rules Engine

Claim #	Client	Svc Date	Provider	Payer	Billed	Code	Days Open	Status	Assigned	Due Date
Loading…

Claim #	Client	Payer	Denial Code	Appeal Date	Due Date	Days Left	Assigned	Note	Outcome
No appeals tracked yet.

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Claim #	Client	Svc Date	Provider	Payer	Billed	Denial Code	Action Taken	Worked By	Note	Outcome
Loading…

Export CSV Prev Next →

Client Statements

Statement template

Export

Export CSV

All practices

–

Clear

Practice Profile

← Back to Submissions Edit ID Save Profile

Billing Provider (CMS-1500 Box 33)

Billing Name

Billing NPI (Box 33a) *

Tax ID *

Tax ID Type EIN (Employer) SSN (Individual)

Phone

Street Address

City

State

ZIP

Service Locations (CMS-1500 Box 32 — multiple NPIs supported)

+ Add Location

Location Name	Facility NPI	City, State	Active	Actions

No service locations added. Click + Add Location to begin.

Add Location

Location Name *

Facility NPI *

Street Address

City

State

ZIP

Save Location Cancel

Clearinghouse Credentials (Claim.MD)

Demo Mode

Submitter ID (ISA06) *

Receiver ID (ISA08)

Account # (ACCT)

Claim.MD Username

Password Show

API Key

Account type Test accountLive account

Sending Send batches to Claim.MD

Messages

Secure messaging inside RCM so billers never leave the module to chase a clarification.

Messages

Not yet built

Nothing in the Super Chargemaster baseline maps to this surface — it is new construction.

• Threads scoped to a claim or a client
• Matrix (Synapse) backend per the Secure Messaging conventions
• Rooms as conversations, m.room.message events, mxc:// media
• Redaction for deletes

Billing Rules Engine

Mental health billing compliance rules applied in real time to every claim. Errors block save; warnings prompt confirmation; suggestions auto-fire on session duration.

+ Add Rule Reset defaults

0

Total Rules

0

Errors

0

Warnings

0

Suggestions

Search rules

Type All typesMutually ExclusiveAdd-on RequiresTime TriggerMax UnitsProvider LicenseModifier RequiredSeparate ClaimPayer OverrideDiagnosis RequiredDuplicate Procedure

Status AllActive onlyInactive only

ID	Name	Type	Severity	Codes / Scope	Payer	Active	Actions

Payer Scorecard

Performance metrics per payer — derived from claim history

Refresh

Payer Performance

	Payer	Claims	Avg Days to Pay	First-Pass Rate	Denial Rate	Expected Reimb.	Actual Reimb.	Variance	Rating

Client Ledger

Running balance per client — charges, insurance paid, patient responsibility

Refresh

Client Balances

Client	Claims	Total Charges	Ins. Paid	Patient Paid	Adjustments	Balance

A/R Aging

Outstanding balances by age bucket — standard 0–30, 31–60, 61–90, 90+ days

By Payor By Client

Refresh

A/R by Payor

Aging calculated from service date. Claims with zero balance excluded. Submitted/accepted claims carry the billed charge as outstanding until a payment posts.

Write-Off Approval Queue

Pending write-off requests awaiting approver action

Refresh

Requests

Claim #	Client	Payer	Amount	Reason	Requested by	Date	Status

Auth Unit Burn-Down

Prior authorization units — approved vs. used per client and auth

Refresh

Demo data only. Burn-down is derived from seeded claims per payer. Live auth unit tracking will pull from the backend when roles and the ClaimMD integration ship.

Expiring within 30 days 60 days 90 days

Authorization Status by Client

Client	Payer	Auth #	Approved Units	Used	Remaining	Burn-Down	Status