Revenue Cycle
Practice data
Rates & rules
Operations
Configuration

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.

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.
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.

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.

Providers & licensure

NameRendering licenseLocationNPIActions

Payors

The payor roster the permutation engine bills against. Each payor maps to a billing class (Medicare / Medicaid / Commercial / Self-Pay) 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.

PayorBilling classPayer IDStateContract endActions

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
Code Description Code Set Standard Fee Action

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.

Alerts

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

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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.

Add contracted rates to see variance data.

Audit Log

A record of changes across Revenue Cycle — who did what, and when.

Time Actor Action Entity Detail
No audit events yet.

Claims

Search & filters
Saved views
Claim # Service Date Provider Client Payor / Client Claim Status Errors (scrub) Next step Charges Payment Adjustment Balance

Appointments

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

Biller Queue

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Payments

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

ERA

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Status key RReady to Post PPosted XException EError
Status File Payer Posted By Posted Date Method Action Check/EFT # Dated Amount

Submissions

Scheduler

Submission History

Denial Management

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Total Denied $
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Open Denials
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In Appeal
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Recovered MTD
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Denial Rate %
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Claim # Client Svc Date Provider Payer Billed Code Days Open Status Assigned Due Date
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Refund / Reversal

to
Date Entry ID Type Client or Payor Original Payment Method / Number Reason Amount Processed By Invoice

Payment Plan

Plan ID Client Claims Start Date Frequency Total Paid Remaining Next Due Status

Client Statements

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Statement Template

Statement Settings
Days
(in U.S. Dollars)
Practice Information
No logo uploaded
Appearance
Payment Options

Practice Profile

Billing Provider (CMS-1500 Box 33)

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

Location Name Facility NPI City, State Active Actions

Clearinghouse Credentials (Claim.MD)

Demo Mode

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

Auto-status rules

Claim statuses that move on their own when money posts. Every automatic change lands on the claim timeline and in the Audit Log.

Auto-status rules Admin only

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.

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Total Rules
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Errors
0
Warnings
0
Suggestions
ID Name Type Severity Codes / Scope Payer Active Actions

Payer Scorecard

Performance metrics per payer — derived from claim history
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 and client payments, adjustments, and what is still open
Client Balances
Client Claims Total Charges Ins. Paid Client Paid Adjustments Balance

A/R Aging

Outstanding balances by age bucket — standard 0–30, 31–60, 61–90, 90+ days
A/R by Payor
Aging calculated from service date. A claim counts while its claim window shows a balance (billed less everything posted to it); voided and written-off claims don't count. Same total as the Dashboard's Outstanding.

Write-Off Approval Queue

Pending write-off requests awaiting approver action
Requests
Claim # Client Payer Amount Reason Requested by Date Status

Auth Unit Burn-Down

Prior authorization units — approved vs. used per client and auth
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
Authorization Status by Client
Client Payer Auth # Approved Units Used Remaining Burn-Down Status
MH-000

Edit Billing Rule

Basic Information
Select…
Select…
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Rule Condition
Select…

Add contracted rates

Enter one or more rate rows. Each row sets a contracted rate for a specific Payor + Code + License + POS combination. Effective date is optional — if omitted the rate activates immediately.

Claim seed data

Saved on this device and used to fill the non-chargemaster boxes (and sample claims). Use practice details and sample client values — no real PHI.
Billing provider · Box 33 / 33a
Federal Tax ID · Box 25
Service facility · Box 32 / 32a
Referring provider · Box 17 / 17b
Sample client & insured · Box 1a–11, 26

Generate a sample claim

Pick a provider to fill a sample CMS-1500 — a billable code for their license, today's date, and a sample diagnosis — using your saved seed data.

Add a client

Sent on every claim
Field 3 on the CMS-1500, DMG03 on the 837.
Chart only, never sent on a claim
Sex assigned at birth drives screening recalls, which is why it is kept apart from the billing value. A client can be Female here and Unknown above without either being wrong.
Primary insurance
Secondary insurance (9a–d)
Referring provider (17)

Add a provider

Add a payor

Mailing address
Contract
Payor rules
The EHR's progress note checks a session against these. Not set means no check.

Config bundle

Export your full practice configuration as a single JSON file. Choose what to include — import back any time to restore or transfer to another device.
Include in export
or import
Merges or replaces each section with confirmation.

Adjust rates

Apply a percentage or flat-dollar adjustment to active rate rows for this payor. Filter by code or license to target a subset.
% Use negative to decrease

Claim Summary