Before the visit
Link the patient and episode to coverage, payer networks, benefit rules, eligibility preparation and authorization requirements.
Platform notes · 8 October 2026
A financial record is most useful when it follows the encounter instead of creating a second clinical workflow.
Link the patient and episode to coverage, payer networks, benefit rules, eligibility preparation and authorization requirements.
Resolve effective-dated tariffs, capture charges, evaluate cost sharing and reserve benefit limits against the existing encounter.
Prepare claim packages, validate exchanges, track remittance exceptions and reconcile financial evidence with the ledger.
Keep versioned policies, append-only financial records, explicit unknown values and decision gates that block unsupported activation.