Claim follow-up records ready for your revenue-cycle team.

We need claims, remittances, and payments together for our unpaid and rejected-claim worklist. Staff still reconcile the records across sources. Can you build that preparation and keep statuses current?

Mage

Yes. We’ll build it, check the result with your team, and keep it running.

Prepare unpaid and rejected-claim worklists
Match remittances to payments
Refresh payer-status worklists
Use maintained data for answers, charts, and approved AI work

Choose one workflow to start. We’ll work out the scope and plan together.

Overview

We build it. Your team puts it to work.

Prepare checked claim follow-up queues and payment exceptions for revenue-cycle operations.

We handle the implementation

We connect the agreed sources, build the workflow, and check the prepared claim worklists with your team.

We keep the work running

Recurring runs, checks, and safe recovery stay with us. Decisions that need your judgment come to your team.

You use the result

Ask which claims need a record, chart follow-up queues, and prepare approved revenue-cycle review steps.

Three workflows we can take off your team’s plate.

For revenue-cycle and patient accounting leaders. Start with the output you need most, then expand when it works for your team.

Claim worklistsFrom claims and payments

Match claims

Check balances

Daily cycle

Prepare unpaid and rejected-claim worklistsBring claims, remittances, payments, and approved statuses together. Keep original reasons and source records attached.

Match actual payment references and preserve adjustment levels.

Focus the reviewPayment reviewsRemittance advice

Check adjustments

Match payments and claimsLink advice and payments. Separate adjustment levels.

Status worklistsPayer responsesStatus cycle

Match repliesCheck dates

Refresh payer worklistsUse actual payer responses. Show missing replies and dates.

From source records to claim worklists.

Your billing system manages claims. We bring payment advice, received payments, and actual payer statuses into the follow-up queue your revenue-cycle team reviews.

Claim worklists

InputClaims and payments

RuleMatch claims

CheckCheck balances

TimingDaily cycle

OutputClaim worklists

ForRevenue cycle

Start with trusted recordsReview claims and payments. Keep adjustment types apart.

Verify claim/account IDs and reconcile payments and adjustments.

Daily cycle

Claims and payments

Match claims

Check balances

Build around your rulesUse approved matching rules. Preserve original payer reasons.

Reference

Claim IDsCLM1042

Payment totals$1,240

ResultChecked

Prepared

Claim IDsCLM1042

Payment totals$1,240

ResultChecked

Check the resultMatch claim/payment IDs. Reconcile adjustments.

Launch claim worklistsReady for review

Approve the launchYour team reviews the result. Keep required approvals.

Keep your claim worklists ready after launch.

Refresh actual remittances, payments, and payer responses. Staff see the claim records that still need evidence or action.

Claim worklistsResult reviewed

Match claims

Missing remittance fileRecovery checked

Claim worklists rechecked

Recover within the rulesWait for the required payment advice and recheck the claim records. Corrections, appeals, and accounting decisions go to staff.

Check claim worklists

41claim records ready

2claim records held

Claim worklists checked

Check for exceptionsCheck identities and reasons. Verify actual status timestamps.

Meet the delivery windowAgree peak volumes. Plan the delivery window.

Use the same data to answer the next question.

Ask which claims need a record, chart follow-up queues, and prepare approved revenue-cycle review steps.

Which claims are waiting on a remittance or payer-status response?

Your systems stay. Your team stays in control.

Billing and clinical systems stay in place. Authorized staff decide corrections, appeals, write-offs, and patient or coverage actions.

Runs where you need it

Team spaces

Access you control

FinanceF

Draft

GrowthG

Review

OperationsO

Live

Your systems

Keep your systems

Use agreed sources. Choose where it runs.

Your decisions

Control access

Set team access. Review each change.

Our support

Get ongoing help

Get help with issues. Plan agreed changes.

Explore enterprise

Start with your claim worklists.

Tell us what your claim worklists must contain, who uses the result, and when it is needed. We’ll work with you on implementation, result checks, and ongoing operation.