The main menu

Once you open the Billing app, you see the main menu. It gives you access to every section of the app. Here is what each item does:

The Billing left sidebar showing Dashboard, Eligibility, Claims, AR, Quality Audit, Collections, Patients, Reporting, Imports/Exports, and Settings.

  • Dashboard — your home base. Shows claim totals, outstanding balances, payment summaries, and quality audit metrics at a glance.
  • Eligibility — check whether a patient has active insurance coverage before you submit a claim.
  • Claims — the heart of the app. View, create, edit, and validate insurance claims.
  • AR — accounts receivable. Track what insurance companies and patients still owe on each claim.
  • Quality Audit — review flags that mark problems on claims, like missing information or coding issues.
  • Collections — manage patient balances that are past due and need follow-up.
  • Patients — look up patient records and see all claims tied to a patient.
  • Reporting — run reports on claims, payments, and billing history. Export to Excel.
  • Imports/Exports — bring in claims from CloudPCR, send claims to insurance companies, upload payment files, and generate paper claim forms.
  • Settings — configure agencies, payers, locations, fee schedules, QA rules, and user accounts.

A typical workflow

Most billing clerks follow a daily pattern like this:

  1. Check the Dashboard for an overview of the day.
  2. Go to Imports/Exports to bring in new runs from CloudPCR.
  3. Open Quality Audit to fix any flagged issues on new claims.
  4. Move to Claims to review and finalize claims for submission.
  5. Use Imports/Exports again to transmit finalized claims to insurance companies.
  6. Check AR for claims that need follow-up.

Tips

  • You can always get back to the dashboard by clicking Dashboard in the menu.
  • Most lists in the app support searching, filtering, and sorting. Look for the search bar and filter options at the top of each page.