Statement readers that find the right patient
“The insurer printed the policy holder, not the patient.”
When the printed name cannot find the patient, it looks for exactly one invoice with that date, amount and insurer, then checks it live. Re-uploaded statements are not logged twice.
One insurer's reader went from 12 of 22 correct to 22 of 22.
Finds the patient even when the insurer names someone else.
One-click Apply and View statement
“Staff re-key every payment by hand.”
For lines a person handles, one click finds the invoice, posts the payment, reads it back to verify and closes the task. Every row can show the highlighted line on the original statement.
348 already-applied rows cleared in a single day.
One click, checked twice.
Resolve button on every statement line
“The list says “check manually” and stops there.”
Staff record who the payment was for and what they did. The claim is checked against the live record the next morning and closed or escalated.
Every line ends in an answer.
Family-name and initials check
“The statement shows a parent's name, or just initials.”
Clears a line only when an insurance invoice for that exact date shows that exact amount paid. Lines too old to prove move to a separate review lane.
80 lines cleared with zero false clears.
Right family, right visit.
False-task remover
“It is already done. Why is it on my list?”
Checks the live invoice behind each task and removes the task only on positive proof the payment is already applied.
41 false tasks removed in the first clean-up.
No busywork.
Statements that arrive by themselves
“Someone forgot to upload it.”
Emailed statements are read automatically. Staff save portal statements into one folder and they are processed. A tile for each insurer shows how long since its last statement.
345 claims recovered from statements that had been sitting unread.
Nothing waits in an inbox.
Card machine matched to the books
“The terminal total and the system total do not match, and nobody has time to find out why.”
Terminal statements are matched to recorded card payments. A mismatch becomes one card listing exactly what is on one side and not the other, and clears itself once fixed.
One month matched the terminal's own report across 281 transactions.
You only see the days that do not add up.
Missing-statement reminders
“The reconciliation went quiet and nobody said.”
Lists last month's statements still missing, how many days overdue, and where to upload them.
51 statement types tracked.
Missing paperwork, named.
Money owed, down to the patient
“My report and my system disagree.”
Daily aging per clinic, payer and patient, taken from the same report the owner sees in the clinic software.
The per-patient total equals the clinic total to the cent.
One number, down to the patient.
Money findings panel
“Findings sat for weeks with no owner.”
Every open money finding is listed for the operations manager with three buttons: remark, resolve, or carry to next month.
Nothing sits unowned.
Expenses and bank feed
“Which clinic spent that?”
Bank transactions are pulled daily and every expense is categorised by company using the bookkeeper's own chart.
16 of 16 statements tie to the cent.
Every dollar out, labelled.
Receipt capture
“Receipts live in a shoebox.”
Photograph a receipt. Vendor, amount, tax and category are read, the arithmetic is checked and the image is archived. Anything unreadable goes to review, never guessed.
Five years of receipts rescued: 1,806 files, 0 failures.
Snap it, done.
