Request a Demo
Features

The whole revenue cycle,
in one system

Eight connected modules covering patient registration through denial follow-up — plus the access model, audit trail and workflow controls an RCM organization needs to run many client practices at once.

8 modulesOne platform, no exports between tools
3 access layersPlatform, organization, billing application
Every action loggedAttributed to the person who did it
Patients & eligibility Encounters & charges Claims & submission Payment posting Follow-up & denials Patient statements Tasks & workflow Reporting
The complete revenue cycle

Eight modules, one continuous workflow

Each one is useful on its own. Together they mean a claim carries its own history from the front desk to the deposit.

Patients & eligibility

Registration, insurance records, and batch eligibility verification with response history and exports.

  • Patient registration with demographics, guarantor and multiple insurance records per patient
  • Primary, secondary and tertiary coverage with effective dates and payer plan links
  • Batch eligibility verification — submit many patients at once rather than one at a time
  • Full response history retained, so you can show what a payer said and when
  • Error and log views for requests that fail, with CSV export
  • Pinned notes on a patient surface later on the claims being worked

Encounters & charges

Encounter capture, charge entry, coding references and reusable templates for repeat visit types.

  • Encounter capture with rendering and referring provider, facility and place of service
  • Charge entry with CPT, modifiers, units and diagnosis pointers
  • Coding references available at the point of entry, not in a separate lookup
  • Reusable templates for repeat visit types, so recurring encounters aren't re-keyed
  • Put an encounter on hold with a documented reason, and release it when it's ready
  • Quick edit for correcting an encounter without walking the full form

Claim creation & submission

Claim scrubbing, EDI 837P generation, clearinghouse submission, and 277CA acknowledgement tracking.

  • Claims generated from encounters, or created directly where the workflow needs it
  • Scrubbing and validation before transmission, so avoidable rejections are caught early
  • EDI 837P generation and clearinghouse submission
  • 999 and 277CA acknowledgement handling, with rejections routed into follow-up
  • Corrections and resubmission without re-keying the claim
  • Hold status on a claim — enforced across the workflow, not a note in a field
  • A milestone timeline on every claim showing what happened and when

Payment posting

ERA/835 auto-posting, manual posting, adjustments, and posting templates that match your payer mix.

  • ERA/835 intake and auto-posting against the matching claims and line items
  • Manual posting for paper EOBs and anything the file didn't cover
  • Insurance and patient payments, adjustments, write-offs and refunds
  • Posting templates configured to your payer mix, so common adjustments aren't retyped
  • Line-item level posting and search, not just claim level
  • Patient balance write-off handling with its own worklist

Follow-up & denials

A/R aging, denial worklists, appeals, claim notes, and a full audit history on every claim.

  • A/R aging views by bucket, payer and practice, with on-hold claims separated out
  • Denial worklists driven by the actual denial reason, not a generic queue
  • Follow-up categories that distinguish a 999 rejection from a 277CA rejection from a denial
  • Appeals tracked against the claim, with documents attached where needed
  • Claim notes recorded against the claim and visible on its timeline
  • Claim status check queue for claims that need a payer inquiry
  • CSV export of claim numbers so a worklist can move to a payer portal and back

Patient statements

Batch statement generation with line-item or claim-level output and job status tracking.

  • Batch statement runs across a practice rather than one patient at a time
  • Line-item or claim-level output, depending on what your patients respond to
  • Job status tracking, so you know what generated and what failed
  • Generated files retained against the job for reprinting or resending

Tasks & workflow

Assignment, bulk update, personal and team queues, and tags — built for A/R teams working at volume.

  • Assign work from any search screen — the results you're looking at become the queue
  • Personal and team queues kept separate, so individual work isn't lost in a shared pile
  • Bulk update across a filtered result set, not just the rows on the current page
  • Tags for campaign-style work — a payer project, a cleanup batch, an audit
  • Pinned notifications panel that stays available while you work

Reporting

Collections, aging, productivity and claim-level reporting, with CSV export across every search screen.

  • Collections and aging reporting per practice and across the organization
  • Productivity reporting built from the same event log that drives the audit trail
  • Claim-level reporting for reconciling what was billed, paid, adjusted and outstanding
  • CSV export on every search screen — if you can filter it, you can export it
  • Activity summary by date range, useful when pricing a custom or reduced engagement
Access model

Built for RCM organizations, not single clinics

Three levels of access, because the person provisioning a practice and the person working its A/R are not the same person.

Platform layer

Your own team

Create and manage organizations and practices across the platform, with visibility that never leaks between tenants.

Organization layer

Your client-facing admins

Create roles and users, activate and deactivate practices and users, and manage configuration for your own organization.

Billing application

Your day-to-day staff

Patients, encounters, claims, payments, eligibility, statements, tasks and reports — scoped to the practice they're working in.

Users belong to the organization One login works across every practice a person is assigned to, with access controlled per practice.
Roles and screen-level permissions Define what each role can see and do, per practice, without creating duplicate accounts.
Every action is attributable Create, update, delete, permission change — all recorded against the user who performed it.
Why RCM companies choose eClaimPilot

The decisions that show up in month three

Unlimited users, priced per practice

Your offshore A/R team, your coders and your QA staff all get their own login. You are never charged per seat.

A complete audit trail

Every change is recorded with the user, the timestamp and what changed — visible on the record itself, not buried in a log file.

Follow-Up Only mode

Take on an A/R cleanup engagement without paying for full billing on a practice that will never submit a claim through you.

Task management for A/R teams

Assign work, bulk-update queues, tag by campaign, and separate personal work from team work.

Put on hold, across the workflow

Hold an encounter or a claim with a documented reason, and release it when it is ready — enforced, not a note in a field.

Notes that surface where the work is

Pinned notes on payers, patients, providers and facilities appear on the claim being worked, so nothing important is missed.

Security & compliance

What we commit to before you go live

You're handing us your clients' patient data. These are the terms that come with that, stated plainly rather than buried in an appendix.

Business Associate Agreement

A BAA is executed with every customer before production activation. No exceptions, including for partners and resellers whose staff will touch PHI.

Encryption in transit and at rest

Hosted in US regions, with data encrypted both on the wire and in storage.

Role-based access control, scoped per practice

Permissions are defined per role and per practice. Shared login accounts are not permitted — every action has to belong to a named person.

Full audit logging

Every non-read action across the application is logged — create, update, delete, activation, permission change — against the user who performed it.

Getting started

Five steps from first call to full book

You move the rest of your practices across at your own pace — there is no cutover weekend.

  1. 1
    Discovery call

    We walk through your practice mix, payers and current workflow.

  2. 2
    Setup and configuration

    Organization, practices, users, roles and master data configured for you.

  3. 3
    Training

    A remote training session for your team on the workflows you actually use.

  4. 4
    Pilot

    Start with a small set of practices and confirm the full cycle end to end.

  5. 5
    Go live

    Move the rest of your book across at your own pace.

See it on your own claims

We'll set up a walkthrough using a workflow you recognise, not a canned demo. Bring your real questions about clearinghouse setup, payer mix and onboarding.

Request a Demo See pricing

sales@eclaimpilot.com · Clearinghouse and other third-party charges are excluded.