Invoicing and reporting automation for care-management companies

No. What we build invoices the practices your company serves and reports on the program; it does not submit claims to Medicare or any other payer. Claims go through the billing practice's own process. The software can export the counts that process needs, in a format agreed during scoping.

Yes. Each practice's terms are stored as configuration: which paycodes and programs it is invoiced for and how each is charged. Invoices apply those terms to that month's verified paycode counts, and a change to a practice's terms is recorded with its effective date, so earlier invoices can still be reproduced exactly.

It is corrected, not overwritten. Once a period is closed, a change is issued as a tracked adjustment or a replacement invoice that references the original, with who made it and why. The original stays on file, so you can show a practice exactly what was billed, what changed and when.

Yes. We start from the invoices and reports you send now and reproduce their layout in Excel and PDF, including per-provider and per-clinic breakdowns. When a practice wants a change, the template is updated once instead of the invoice being rebuilt by hand every month.

Often, yes. If your minutes and paycodes already live in another system, the invoicing layer can read them from an export or an interface that system provides instead of replacing it. We confirm what that system can expose during the free consultation, before anything is scoped.

Yes. We sign a Business Associate Agreement (BAA) before any PHI access: no one on our team sees protected health information until it is executed. Invoices and reports built from patient-level data involve PHI, so the BAA comes first. We can sign your organization's BAA or provide ours; our HIPAA BAA page explains what it covers.

Cost depends on scope, so we don't quote a generic range. Book a free 30-minute consultation: we review your requirements and workflow, then send a written scope and quote tied to what you actually need. Invoicing and reporting can be scoped as a phase on its own when your minutes and paycodes are already captured in a system.

You do: you own the source code on final payment, and your patient, billing and invoice data stay yours throughout. After launch you can keep working with us, bring development in-house or hand the codebase to another team. The platform in our case study belongs to that client, not to us.