Create, customize, submit, and resubmit 837P medical claims. Full customization of CPT codes, modifiers, and providers.

Templates for common scenarios (e.g., vaccines, testing). Includes basic fixed cost, product-based, time-based, and complexity-based templates.

Real-time eligibility checks for commercial and Medicare payers. Results stored on patient profile.

Accept NCPDP D.0 pharmacy claims, apply rules, and translate to 837P medical claims. Real-time processing.

Claims created natively in DocStation for services like consultations and wellness visits.

Track clearinghouse enrollments by payer and location. Request new enrollments directly.

Access standard Medicare fee schedules to determine expected reimbursement rates.

Automatically identify Medicare Advantage plans during BIN billing eligibility checks.

Define custom fee schedules per payer or globally. Set expected payment, billed amount, and copay rules.

Comprehensive patient profile with medications, conditions, allergies, labs, and vitals.

Rich note-taking with templates, auto-links, and formatting. Print to PDF support.

Create and submit care plans to CPESN with tracking and reconciliation. Auto-prefill from patient records.

Create reusable templates for common clinical documentation.

Attach files to notes and pin important notes to the top of patient profiles.

Create and apply custom tags to organize patient populations.

Insert dynamic patient data (e.g., name, DOB) into notes using '$' variables.

Access to DocStation-curated standard assessments.

Create and customize your own clinical assessments.

Internal messaging between team members and other organizations on the platform.

System emails for claim summaries, task summaries, and alerts.

Two-way HIPAA-compliant SMS messaging with patients. Messages viewable in browser.

Public scheduling page with shareable links. Configurable by location, provider, and appointment type.

Curated workflows for payer programs and generic clinical services (MTM, adherence, BP monitoring, SOAP). Custom workflows available for Enterprise.

Import patient demographics, medications, and clinical data via CSV files.

Control when claims are automatically submitted after creation.

Assign tasks to specific team members.

Automatically create claims based on dispensing data triggers (e.g., new med dispensed). Turns fills into medical claims.

Predict the medical payer from pharmacy claim data during automated claim creation.

Deep integration with PioneerRx, Liberty, DRX, and others for patient and prescription data sync.

Connection to state registries in North Dakota and Minnesota for reporting.

Reports for claims, tasks, and patient lists. Supports multi-location filtering and CSV export.

Track team performance and task completion rates.

Visual dashboards for revenue and operational metrics. Includes access to DocStation-curated standard dashboards.

Create custom dashboards with configurable charts and KPIs. Enterprise allows for higher dashboard/chart limits.

Invite your whole team. No per-user fees. Assign roles and locations.

Keyboard-driven navigation (Cmd+K) for quick search and actions.

Direct access to support team via in-app chat for questions and assistance.

24/7 access to knowledge base articles, guides, and documentation.

AI-generated summary explaining what's wrong with denied, rejected, or invalid claims with actionable next steps to resolve.

AI assistant for claims and operations. Context-aware help and actions.

Named contact for support, training, and business reviews.

Prioritized support queue, direct phone line, dedicated onboarding with bi-weekly meetings (2-3 months), and claims review during onboarding.

Full HIPAA compliance with BAA included. Regular security audits.

Encryption at rest and in transit for all data.

Additional security layer for user accounts.

Integrate with your identity provider for streamlined access.

Set user timeout length and configure IP address allow lists.