Dashboard
Claims, reminders, activity, and next-step suggestions.
Claims List
Open work, stale files, and pending decisions.
Open0
Late0
Calls0
Stale0
Claim Detail
Select a claim to begin.
Select a claim to see records, reminders, actions taken, drafts, and suggestions.
Important Actions
Due tasks and urgent follow-ups.
Suggestions
Matched rules and conflict warnings.
Suggestion Rules
Edit rules.json to add specific failures, exceptions, priorities, and conflicts.
Rules use condition groups and priority. Lower priority numbers win. Matching rules in the same exclusive group are flagged as conflicts so the adjuster can decide which direction controls.
Drafts
Claim notes, inspection requests, denials, authorization notes, and emails.
Select or work a claim to generate drafts.