Insurance verification
Check coverage information and prepare administrative details before visits.
Care Delivered.
Claims Followed Through.
Keep Revenue Moving.
CRMXO supports insurance verification, claim preparation, submission, and denial follow-up so your clinic can spend less time chasing paperwork.
20 minutes. A focused billing audit. A plan you keep.
Revenue, moving forwardClaims overview
Claims filed94This week
Billed value$31KIn the queue
Denial rate3%↓ from 14%
Jan
Feb
Mar
Apr
May
Jun
Illustrative collections trend · representative data
Representative illustration · sample data
24h
claim-filing target
14% → 3%
denial rate in coordinator example
+$27K
monthly collections in example
01Medical Insurance Billing
A Clear Path From Visit To Payment.
Keep verification, claims, corrections, and patient-balance follow-up in one accountable workflow. Complex revenue-cycle work pairs with the dedicated billing service.
Revenue, moving forwardClaims overview
Claims filed94This week
Billed value$31KIn the queue
Denial rate3%↓ from 14%
Jan
Feb
Mar
Apr
May
Jun
Illustrative collections trend · representative data
Representative view · sample clinic data
What we take off your plateEvery Detail.
Every Detail.
A Clear Owner.
The scope is built around your clinic, your systems, and the work that matters most.
Claim preparation
Organize superbills and the information required for submission.
Claims submission
Keep submissions moving on an agreed schedule.
Denial follow-up
Review returned claims, coordinate corrections, and follow up.
Patient balances
Handle approved balance communications with care.
Reporting
Track outstanding work, claim age, and collections activity.
One View.
The Whole Picture.
A calm, connected workspace for the work happening across your clinic. Clear metrics. Visible handoffs. Your Monday report, made simple.
CRMXO / Operations / Overview● Example workspace
Claims overview
Summit Wellness · representative clinic workspace
Claims filed94This week
Billed value$31KClaims submitted
Denial rate3%From 14% baseline
Filed in 24h100%Example result
RECENT ACTIVITY
Claim #8841correction submittedjust now
Verificationcoverage details checked2 min
Claims batchdaily submissions prepared9 min
Follow-uppayer response logged14 min
Reportopen claims summarizedMonday
BOOKED CONSULTATIONS · SIX-MONTH EXAMPLE
Illustrative six-month campaign example.
Representative interface with sample clinic data. The overview and trend controls demonstrate the reporting experience.
Progress You Can See.
Claims filed within 24h
Denial rate
Collections / month
Representative, anonymized clinic examples. Results depend on starting point, scope, and market.
The business caseSee What Better
See What Better
Operations Could Mean.
Start with the numbers already inside your clinic. Your audit turns them into a model for the work, time, and value you could recover.
Run the numbers for your clinic ↗What owned operations returns
Modeled on a typical clinic deploymentDenials corrected & collected+$6.2K / mo
Claims filed within 24h, example100%
Denial rate after intervention3%
+$6.2K
monthly collections in the coordinator model
monthly collections in the coordinator model
Built on the assumptions above. Your clinic’s audit uses your own activity, costs, and patient values.
Illustrative figures, not a forecast or guarantee. First-year patient value is not the same as cash collected in a month.
From hello to handledA Clear Plan.
A Clear Plan.
A Supported Start.
Know what happens next, who owns it, and how we’ll measure the work.
Start with the audit
Walk through your actual bottlenecks and identify the first priority.
Agree on the plan
Define responsibilities, deliverables, timeline, and investment in writing.
Connect your systems
Gather access, map the existing workflow, and record the starting point.
Approve the details
Review patient-facing scripts, designs, messages, and handoff rules.
Launch with support
Test the work, supervise the launch, and resolve exceptions together.
Review and improve
Read the Monday report: what happened, what changed, and what comes next.
Can billing be scoped separately?
Billing can be scoped as a dedicated service. Exact responsibilities, systems, and pricing should be confirmed in the audit.
Does this include patient coordination?
Patient coordinators can support routine billing tasks. Complex work is paired with dedicated billing support.
Will you use our existing system?
System access and workflows are mapped during onboarding. The audit determines what can be supported in your current setup.
What needs to be agreed before starting?
Payer mix, claim volume, access, responsibilities, reporting, and privacy requirements need to be included in the written scope.