Two minutes inside the RevCycleMGMT PMS.
From the morning schedule to the deposit, every step of a visit becomes a status you can see — and every “no” from an insurance company becomes a task someone you already employ can clear. Click the pulsing dots or use Next to walk through it.
Every patient, claim, and dollar on these screens is synthetic — generated by PatientDatasets.com,
our own licensed synthetic-data company. Zero real patient information, by design.
Day Board — Tuesday, Dr. Osei · 18 visits
| Time | Patient (synthetic) | Visit | Status | Insurance | Balance |
|---|
| 8:00 | Alvarez, Teresa · 61 F | Follow-up · HTN | CHECKED OUT | Verified | $0 |
| 8:20 | Nguyen, Daniel · 44 M | Annual physical | WITH PROVIDER | Verified | $0 |
| 8:40 | Okafor, Grace · 72 F | Follow-up · DM2 | ROOMED | Medicare · MSP needed | $0 |
| 9:00 | Brennan, Liam · 35 M | New patient | ARRIVED | Verified · copay $30 | $0 |
| 9:20 | Castillo, Rosa · 58 F | Follow-up · back pain | ELIGIBILITY PROBLEM | Plan inactive | $212 |
| 9:40 | Patel, Arjun · 29 M | Sick visit | Scheduled | Verified | $0 |
Check-in — Brennan, Liam · insurance checked before he sits down
Coverage
Active
Pacific Blue PPO · checked 7:02 am
Copay today
$30
collected at check-in
Deductible left
$1,240
of $2,000
Who pays first
PPO
no second plan on file
Before the visit
Referral
Not required for this plan and visit type
Authorization
Not required · office visit
Forms
Financial policy signed · nothing else to sign today
After the visit — the bill is built and checked 15 ways before it leaves
| Check | Result | In plain words | Owner |
|---|
| Diagnosis specific enough to be paid | PASS | I10 essential hypertension | — |
| Visit level matches the note | PASS | Level 3 established patient | — |
| Insurance details match the card | FIX | Date of birth on file differs from the card | Front desk |
| Authorization on file | PASS | None needed | — |
| Timely filing window | PASS | 89 days left | — |
Claims — sent, answered, paid or chased
| Claim | Patient (synthetic) | Insurance | Amount | Where it is | Days |
|---|
| CLM-2481 | Alvarez, Teresa | Pacific Blue PPO | $186 | PAID | 19 |
| CLM-2496 | Nguyen, Daniel | Cascade Health HMO | $240 | ACCEPTED | 6 |
| CLM-2502 | Okafor, Grace | Medicare | $142 | Sent | 2 |
| CLM-2377 | Castillo, Rosa | Summit Care PPO | $1,842 | DENIED · needs a fix | 34 |
| CLM-2510 | Brennan, Liam | Pacific Blue PPO | $210 | CHECKING | 0 |
Denials — every “no” becomes a task with a reason, a fix and a clock
CLM-2377 · $1,842 · Summit Care PPOInsurance says it wasn’t medically necessary · appeal in 12 days
CLM-2188 · $412 · MedicareTwo services billed that Medicare pays as one · review
CLM-2402 · $268 · Cascade Health HMOSent too late · 4 days left to appeal
CLM-2377 — why, and what to do
1
The PMS warned about thisThe plan needed an authorization for this procedure. The warning fired before the claim left.
2
The claim itself was fineAccepted on the first pass — the format was never the problem.
3
The insurance company said no“Not medically necessary” · paid $0.
4
The fixAttach the authorization reference and the visit note; appeal. Recoverable.
The owner’s view — know where you stand in ten seconds
Collected of what you’re owed
96.4%
last 90 days
Bills accepted first time
94%
clean claim rate
Denied
5.8%
and why, one click away
Days to paid
23
Medicare 14 · PPOs 27
Who is slow-paying you
Cascade Health HMO
29 days
🔒 Every action is a permanent record: who, what, when, why. Corrections add to history; nothing erases it.
That’s the PMS. On your own schedule, it’s better.
Thirty minutes, your specialty, your insurance mix — shown on synthetic patient records so nothing of yours is touched. Demonstrations and rehearsals run on synthetic patient records from PatientDatasets.com. Your practice’s data is never used for demos.
