What portal users see
When a portal user clicks Claims in the portal, they see every claim tied to their agency, newest first. Each row shows:
- Incident # — the incident number from the source report.
- Patient — patient last name, first name.
- Date — the call date.
- Payer — the insurance company the claim is billed to.
- Status — where the claim is in the billing process.
- QA Flags — how many open quality audit flags are on the claim. A number shows up in an orange pill when there are any.
What portal users cannot do
The portal is read-only. Portal users cannot:
- Edit any claim information.
- Submit or transmit claims.
- Resolve QA flags — that is only possible in the full Billing app from the QA work queue.
Financial detail (balances, payments, adjustments) is visible to the Director role but hidden from Billing Liaison and Viewer.
Example
An agency director signs into the portal on Monday morning. They filter on newest runs and see that four of the last five claims are in Submitted status with zero flags, and one has two flags. They know that claim needs someone at the agency to look at the report in CloudPCR, and they can follow up with the crew before the billing team has to chase it.
Tips
- Pay attention to claims with QA flags. A quick fix on the agency side — like completing a signature or adding a missing narrative — can clear the flag and keep the claim moving.
- Contact the billing team for the full detail of a flag. The portal shows that a flag exists, not the exact rule text.