Most billing tools force you into their workflow. We do the opposite: we study your daily log, your insurers, your state’s forms, and your folders — then build software that does the retyping for you. One counselor’s 4–8 hours of daily data entry became minutes. Yours can too.
| Client | Code | Units | Rate | Charge | Notes | |
|---|---|---|---|---|---|---|
| Rivera, M. | W3235 | 0.7 | $81.90 | $57.33 | Monthly Progress Report June 2026 drafted/finalized (6:10am- 6:52am) 42 min | Saved ✓ |
| Rivera, M. | W3207 | 0.2 | $81.90 | $16.38 | Email to MCO to provide June progress report. Email from/to MCO, auth for add'l job dev hours approved (6:52am- 7:04am) 12 min | Saved ✓ |
| Bennett, D. | W3207W2 | 0.1 | $84.40 | $8.44 | TC to employer re modified duty hours. Employer to fax updated schedule to this counselor. IW aware. (8:02am- 8:09am) 7 min | Saved ✓ |
| Okafor, P. | W3020 | 1.3 | $91.00 | $118.30 | Rec'd/Rev'd NEW CASE rev'd FROI, medical/POR notes, IME summary, demo forms, injury info, set up file/BWC forms-consent, etc. (8:15am- 9:35am) 1 hour 20 min | Saved ✓ |
| Sullivan, G. | Z3047 | 23 | $0.58 | $13.34 | RT travel to job site mtg w/ IW and supervisor, 23 mi | Saved ✓ |
The matching Excel file writes itself as you type — same template, live formulas.
| Client | Claim # | Payer | Type | Level | Last activity | Total work |
|---|---|---|---|---|---|---|
| Rivera, Marcus | 99-100482 | Northgate MCO | BWC | Level 1 | Jul 7 | $1,482.65 |
| Bennett, Dana | 99-100517 | Anchorpoint MCO | BWC | Level 2 | Jul 7 | $964.28 |
| Okafor, Priya | 99-100634 | Clearpath Comp | JR | — | Jul 7 | $118.30 |
| Sullivan, Grant | 99-100701 | Vantage Care | RAW | — | Jul 7 | $402.71 |
| Tran, Elise | 99-100788 | Ridgeline WC | SI | — | Jul 2 | $1,260.00 |
One new-client form creates the full folder set — Billing Info, CMS 1500, Emails, Client Billing Log, Fax Confirmations.
| Client | Entries | Forms | Week total | Create documents |
|---|---|---|---|---|
| Rivera, Marcus | 9 | 2 over 6 lines | $148.89 | Word Log CMS-1500 Mark Billed |
| Bennett, Dana | 4 | 1 | $63.90 | Word Log CMS-1500 Mark Billed |
| Okafor, Priya | 1 | 1 | $118.30 | Word Log CMS-1500 Mark Billed |
| Sullivan, Grant | 5 | 1 | $87.02 | Word Log CMS-1500 Mark Billed |
Nine entries become form A + form B automatically — and each form gets its own receivable row.
| Client | Week | Form | Billed | Paid | Balance | Status |
|---|---|---|---|---|---|---|
| Rivera, M. | 6-29-2026 | CMS | $120.45 | $120.45 | $0.00 | Paid ✓ |
| Rivera, M. | 6-29-2026 | CMS B | $57.33 | $41.19 | $16.14 | Short paid — $16.14 |
| Bennett, D. | 6-22-2026 | CMS | $63.90 | — | $63.90 | Waiting · 15 days |
| Tran, E. | 5-4-2026 | CMS | $122.85 | — | $122.85 | Overdue · 64 days |
A single MCO check often covers a dozen claimants — recorded once here, then allocated across every bill it touches in one screen.
| Bucket | Amount | |
|---|---|---|
| 0–30 days | $2,847.11 | |
| 31–60 days | $1,608.39 | |
| 61–90 days | $122.85 |
Work, billed, paid, and owed are kept strictly separate — no double-counting, ever.
This is the actual sequence a billing week follows in Med Claims Pro — the same steps you do by hand today, each one handing off to the next automatically.
Each activity goes into the daily grid — client, code, time, note. The claim number, payer, and rate fill themselves; the matching Excel file updates as you type. That one entry is the last time you'll touch this data.
Weekly Word tracking log per client. CMS-1500s with the right payer template, correct box 24G units, and automatic overflow forms. Everything filed into the client's folders with your naming.
The billing package is addressed to the payer's fax number with a generated cover sheet — send it in one click through your RingCentral account (it also lands in your RingCentral Sent), or fax it yourself. The confirmation files into the client's Fax Confirmations folder — your timely-filing proof. Mark it billed, and every form becomes a tracked receivable.
One payer check covers many clients. Tick the bills it pays; amounts pre-fill from balances. Paid in full closes out. Paid short gets flagged with the exact gap and joins the follow-up queue with its original form attached.
Worked, billed, paid, and owed — by client, payer, and code, with aging that names who's sitting on your money and for how long. The follow-up list writes itself.
Med Claims Pro stores every claim, note, and document on your computer — not in our cloud. Our servers handle your subscription and license, and nothing else. We couldn't read your case files if we wanted to.
All claims data lives on your machine, backed up automatically on every launch. You own it, you can export it, and it works offline.
Generated Excel, Word, and PDF files are written straight into your own Documents folders — under your control, synced only where you choose.
If your subscription ever lapses, the app becomes read-only — you can always view and export everything. Your records are never locked away.
Every build starts with a short discovery call — we learn how you bill, then scope exactly what to automate and what it costs. Simple CMS-1500 automation starts around $10/month; the full pipeline runs up to about $299/month, with one-time purchase available. The whole workflow stays in your practice.