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IVR Portal
billing@clinic.org
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MEDICARE HEALTH INSURANCE
Name/Nombre
JOHN T SMITH
Medicare Number/Número de Medicare
1EG4-TE5-MK72
Entitled to/Con derecho aCoverage starts/Cobertura empieza
HOSPITAL (PART A)03-01-2016
MEDICAL (PART B)03-01-2016
Maria · Front office
Did the IVR come back yet?
Dr. Patel
Re-fax — they're missing the proper Dx codes.
JT
James · Billing
What's the patient's DOB?
1,026
47
PENDING IVRS47 documents
UNPAID$31,420.18
Gmailnow
Urgent: Payment overdue — late fees applied
Your outstanding balance is past due. Additional fees will continue to accrue until payment is received. Action required today.
Record
Sarah M.·Visit 04
Intake completed · demographics and history on file
Cleared to order · coverage or payment confirmed, no portal, no fax
Order placed · routed to the right source automatically
Progress recorded · visit notes and results on file
Invoice matched to the order · INV-85001 · $1,069.18
Audit trail sealed · every step documented as it happened
Zero re-entry
6 of 6
Systems that lived apart
Now live in one place
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