What shipped in
Healthcare AR
Seventeen days of features, fixes and performance work, shown with the real app and synthetic data.
Two sprints, shipped to production
Each change was tested in Sandbox first, then promoted to Production.
Five areas of the product
From getting claims into the app to the reports leaders read.
PM Imports
One wizard for any practice export, safe re-uploads and archiving.
Claims workspace
PM fields in every table, multi-practice users, reassignment from My Claims.
Caller workflows
Native, versioned guides and comment templates for callers.
Dashboards & reports
Analyst productivity, a faster Home page, branded exports and corrected reports.
Fixes & platform
Bug fixes, release controls and faster, safer deployments.
One wizard for every upload
Upload Claims opens this wizard with the practice already selected. The old upload modal is gone.
Drop the PM export
- XLSX or CSV, up to 100,000 rows
- Only headers and type counts go to AI, never patient rows
Review the AI suggestions
- Only claim ID, balance and patient are required
- Any other column can be kept, mapped or discarded
- Works for claim-based and line-based PM systems
Preview before anything changes
- See rows checked, new, updated and missing claims
- Nothing is saved until you confirm
The inventory is ready
- Existing work and history are preserved
- Next week's file is recognized automatically
Keep any column from the PM export
PM exports are all different. Now only 3 fields must be mapped. Every other column can be kept, mapped or discarded.
Upload the same report every week, safely
No more duplicates
Claims are matched by their claim ID. If the same row comes in again, it is updated, not added a second time.
Finds the right sheet and header row
Weekly files are recognized even when the tab is renamed or the header row moves. If a file is unclear, the wizard asks instead of guessing.
Large files finish reliably
A 27k-row file used to hit a database limit. Imports now save progress as they go and resume on their own if they are interrupted.
Inventory that matches the PM
When a full inventory is uploaded, claims that are no longer in the file leave the work queues. Notes, assignments and reporting are kept.
Uploading a partial report? Uncheck the box and nothing is archived.
PM export changed? Update the format.
Rename headers safely
Review the changes, confirm them, and a new version of the format is saved.
Retire a format, keep its history
The format is removed from future uploads. No claims are deleted.
PM data where callers work
Imported columns can be added from the Columns menu. Each claim shows its own original PM values in one click.
One user, many practices
Team leads and managers can cover several practices across different PM systems, all from one profile.
Reassign without leaving My Claims
Callers with the Assign Claim permission can hand off work from their own queue. They don't need All Claims.
Every legacy guide moved into the app
Diagrams, conditional forms and payment calculators are now native and versioned. They open next to the claim.
One click from guide to comment
The workflow writes the note directly into Final comment. The caller can still edit it, and nothing is saved until they save.
Drafts stay private. Callers see what is published.
Write the comment once. Callers fill in the details.
1 · Admin writes a template
2 · Caller sees a form
3 · Final comment, ready to edit
A live preview while the template is written
Admins see the caller's form and the final comment as they type. The preview never touches a real claim.
A public guide for template writers
What is a guide? A help page in Healthcare AR that teaches one feature step by step. Anyone with the link can open it, and its examples never touch real claims.
Readable on a phone
The same guide, interactive examples included, adapts to small screens. Share the link with anyone.
Features on or off without a new deployment
Feature flags let us ship code early and choose when each environment gets it.
Sandbox
TestingProduction
CustomersNative workflows are ready in Production. They switch on there when Product decides, with no release needed.
See what each analyst actually did
Work is credited to the person who did it, on the date it was done. Current assignment does not change the count.
A faster Home page that doesn't flicker
Home no longer calculates values it never shows. While data refreshes, the cards stay on screen with a small “updating” note.
Claim-based practice · 66,277 rows
Line-based practice · 37,020 rows
Median time to calculate a full inventory summary, measured read-only on production-scale data for practices with no recent activity.
Download it, share it, with our brand on it
Practice Dashboard now exports to Excel and PDF with charts. Team and Caller Productivity export to Excel.
Every category is included, not only the visible page. Exports contain no individual claims or patient data.
All 18 AR reports now match their descriptions
Each report calculates what its description says. If a metric can't be calculated from recorded data, it shows “Not available”.
Fixes users will notice
Problems reported by the team, fixed and checked.
Caller list stopped at four
In Caller Productivity, the dropdown showed only four callers and could not scroll. It now scrolls through the whole list, and search still works.
Role changes now save
Changing a user from Analyst to Caller reported success but didn't save. It now saves, and errors are shown.
Healthcare AR emails
Feedback, assignment and invitation emails now use the Healthcare AR name and brand.
Practices action icons
The missing edit and delete icons are back, with a clear warning about what a delete removes.
Consistent counts
User Management and Claims now show the same practice and PM counts for each user.