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AI insights ✦
Analyzing your data…
Practice Health Score™
Today's priorities
Live from credentialing, licensing, authorizations, and claims · tap an item to jump to it
Hiring readiness
Caseload + open work per person
Revenue snapshot
Last 60 days · from claims data
Oversight
Performance at a glance — is the work moving, how complete is it, and what's fallen behind. Numbers are live and the same for everyone.
Throughput & cycle time
Credentialing work in and out — and how long it takes to land in-network.
Completion
How far the roster has moved toward billing-ready.
Needs attention
What's stalled, overdue, or lapsing — the short list to act on.
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Activity
Every change is logged with who and when — the accountability trail.
Consultation requests
Inbound leads from the website's "Request a consultation" form — newest first. Bianca also gets each one by email.
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Providers
Tap a provider for the full profile
Claims
Working queue — denials and follow-ups first. Identified by claim # and client initials only.
By category
Where the money goes
By month
Money in vs out
Transactions
Add one below, or import a bank/QuickBooks CSV (columns: date, description, amount, category) in Data Import. Informational only — not tax or financial advice; confirm with your CPA.
Tasks
Check it off — it's logged automatically
Document Vault
One file at a time. Drop a single license, insurance card, or CE certificate — the AI reads it, files it under the right provider, and sets the expiration. (For bulk spreadsheets, use Data Import.)
Filed documents
Data Import
Bulk spreadsheets. Load a CSV of providers, payers, or enrollments (provider,payer,status) — many rows at once, type auto-detected. (For a single scanned document, use the Document Vault.)
Export
Download a CSV backup any time — for offline tracking, reporting, or re-import. Enrollments export re-imports as-is.
Danger zone — clear data
Permanently delete a whole category so you can re-import fresh. Each button asks twice. Export a backup first if unsure.
Audit log
Every change — who, what, and how it happened
