Financial Dashboard
Total Receivables
$0
Click for detailsTotal Reserves
$0
Click for detailsTotal Payments
$0
Click for detailsTotal Revenue
$0
Click for detailsRecent Transactions
Claims Management
Manage all insurance claims. Use the "+ New Claim" button in the toolbar above to create new claims.
Chart of Accounts
Claim Details
Reserves Management
Add Reserves to Category
Move Reserves Between Categories
Initialize Carrier Funding
Creates receivable from carrier and allocates directly to reserve categories.
Reserve Activity Log
Process Payments
Process Payment
Payment History
Claim Transactions
Billables & Invoicing
Manage all billable items including TPA fees, passthrough charges, and expenses. All billables generate invoices and can include optional markup. Track what has been billed to clients and what revenue has been earned.
Revenue Summary for This Claim
Create New Billable
Internal Service creates a client invoice. Vendor Payment pays directly from bank using reserves (check "Include Markup" to also bill client).
Generated Invoices
Billable Transactions
Developer Tools
Current Version: v2.3.0
Latest Update: Reserve architecture clarification (OFF-LEDGER), payment system redesign, debug center