Every screen below uses sample data. This is the sequence our founding practice runs every week — with the retyping, reformatting, and cross-checking done by the software instead of by hand.
Enter a line of work once. Med Claims Pro writes it into the real files on your computer — the same folders, the same Excel, Word and PDF you'd build by hand — and reads your changes back if you open them. Here is one entry, three ways:
| Client | Code | Units | Charge |
| Rivera, M. | W3235 | 0.7 | $57.33 |
| Rivera, M. | W3207 | 0.2 | $16.38 |
| Bennett, D. | W3207W2 | 0.1 | $8.44 |
| A | B | D | E | F | G | |
|---|---|---|---|---|---|---|
| 1 | Date | Client Name | Code | Units | Rate | Charge |
| 2 | 7-7-2026 | Rivera, Marcus | W3235 | 0.7 | 81.90 | =E2*F2 |
| 3 | 7-7-2026 | " | W3207 | 0.2 | 81.90 | =E3*F3 |
Add a client and the whole folder set appears — named Last, First — MCO — Case type, with the same subfolders for every case, across BWC, JR, SI and RAW. The dated documents land inside, so an auditor — or you, two years later — finds everything exactly where it belongs.
Nothing is locked in a database you can't open. These are ordinary Windows folders and Office files you fully own — the app just keeps them current.
One form captures the client, claim number, payer, case type, and level. The moment you save, the full folder set exists — the same structure you'd have built by hand, ready for every document that follows.
Case type and level matter: they decide which service codes fit and which rates apply, so the daily grid can do the thinking later.
| Client | Code | Units | Rate | Charge |
| Rivera, Marcus | W3235 | 0.7 | $81.90 | =E2*F2 → $57.33 |
| " | W3207 | 0.2 | $81.90 | $16.38 |
Live VLOOKUP + charge formulas, exactly like the template — edit it in Excel and the app reads it back.
The grid types like your spreadsheet — client type-ahead, code dropdown in your sheet's order, live charge math, autosave on every keystroke. And the real .xlsx on disk stays current with the screen, both directions.
Hand-edit the file in Excel at lunch? The app notices and reads your changes back in. The file and the screen never disagree.
Per client, per Monday-week: the narrative Word tracking log (grouped by date, your layout) and the CMS-1500 — payer's own template, correct units in box 24G, provider block from Settings. Past six lines? Form B generates itself.
The log and the forms come from the same entries, so they can never disagree — the thing payer reviewers check first.
0.7 time-based units print as "7" — and mileage prints as-is. The unit math that causes short-pays is handled per code.
The package — narrative log plus the claim forms — goes to the payer's fax number with a generated confidentiality cover sheet. The delivery receipt files itself into the client's folder: your timely-filing evidence, kept where an auditor would look.
Then one click marks the week billed — and every form becomes a receivable being watched. (Fax integration ships with the founding customers; forms are fax-ready today.)
Enter the check number and amount, tick the bills it covers; each line pre-fills from the balance due. Fully-applied checks reconcile to the penny. Anything short gets flagged instantly — with the original form preserved as evidence for the rebill.
Overpaying a bill is blocked at entry. Unapplied remainders are surfaced, never lost.
| Apply | Client · Form | Balance | This check |
| ☑ | Rivera, M. · CMS | $120.45 | $120.45 |
| ☑ | Rivera, M. · CMS B | $57.33 | $41.19 |
| Check fully applied ✓ · CMS B short-paid $16.14 → flagged for follow-up | |||
How much did we work, bill, collect — and who owes us? By client, payer, case type, and code, with aging buckets computed on today's open balances. Explore all five screens in the interactive tour.
It was built by replicating a working vocational-rehab practice's files — the daily spreadsheet, the Word logs, the folder trees, the Bill Tracker. Documents generate in those formats, into your folders, with your naming. If your workflow differs meaningfully, book a workflow review and we'll map it honestly.
Your existing files stay exactly where they are — the app works alongside them and writes new documents into the same structure. A read-only historical importer (scan, review, approve) is in development for bringing old records into the reporting.
Yes. The daily template name and its live formulas are settings, not code — the app can match your columns and calculations. Practices with a different Excel layout or Word log format map them during setup; that is a big part of what the guided trial call is for.
Yes — the 7-day trial is the full Professional product. Add a real client, enter a day of work, and generate the week's documents. Most people know within an hour.