Run the revenue cycleas one accountable operation.

Eligibility, prior auth, coding, claims, denials, and posting — handled by payer-aware automation and specialty-trained operators under one accountable team.

RCMLive cycle
Days in A/R
28d
↓ 7.6% vs. last month
Denial Rate
5.2%
↓ 21.2% vs. last month
Clean Claim Rate
96.4%
↑ 1.8% vs. last month
Net Collection
98.3%
↑ 0.6% vs. last month
Automated vs. Manual work

Built for the EHRs your team already runs

Epic
athenahealth
Oracle Health
NextGen
eClinicalWorks
Veradigm
ModMed
End-to-end execution

Eight stages. One operating layer.

From patient intake to cash applied, our team runs every stage of the revenue cycle inside your EHR — with AI for the repeatable work and humans for the calls.

Patient intake.

Pre-registration, demographics, and a No Surprises Act–compliant Good Faith Estimate land before the visit ever starts.

91%pre-registered before visit

Patient Access

Eligibility, estimates, and intake — before the visit

Live
Visit prep
View all
PatientPatient A · age 47, femaleVerified
VisitBCBS PPO · today 2:30pOn time
EstimateGFE delivered 2 days agoSigned
CounselingOptional · not requested

Eligibility verification.

Real-time benefit checks across every payer in your network. Members verified before the visit; exceptions routed for human review.

98.7%verified in real time

Eligibility Verification

Coverage verified in real time, across payers

271 in queue
Plan details
View all
Active planPPO · Group 84120 · in-networkYes
Deductible met$420 of $1,500 individual$420
Copay dueSpecialist visit · today$35
Prior authNot required for this visitNo

Authorization management.

AI predicts approval probability per payer and procedure, then assembles evidence packets in minutes — not days.

73%auto-approved

Prior Authorization

Approvals secured before the visit happens

Evidence · 7
Auth requirements
View all
Service codeCPT 27447 · knee arthroplastyRequired
Clinical criteriaFailed conservative tx · 6 moMet
Evidence packet7 documents · clinical notesAttached
SubmissionPayer portal · routingPending

Medical coding.

Autonomous CPT and ICD-10 assignment with chart-text rationale on every recommendation. Coders review only what needs attention.

94%edits pass on first review

Coding Workbench

Every code carries its rationale

3 citations
Code rationale
View all
CPT 99214Established office visit · level 4Matched
ICD-10 J20.9Acute bronchitis · documentedSupports
Modifier 25Significant separately identifiable94% conf
Audit trailSource evidence linked to each codeReady

Claim submission.

Every 837 scored for denial risk before it leaves. Clean claims out the door, with real-time acknowledgment tracking.

97%clean claim rate

Claim Submission

Scrubbed and submitted in clean batches

Batch 4221
Claim batch detail
View all
Batch IDEDI 837 · 422 claims · todayAccepted
Acknowledgments277CA received · 1.4mAll clear
Edit failures3 claims need attention3
Net paymentExpected within 14 days$184k

Payment posting.

835 ERAs reconciled to claims the moment they arrive. Exceptions surfaced, posted to your books in minutes.

99%ERAs auto-posted

Remittance & Posting

ERAs reconciled to the penny

4 exceptions
Posting detail
View all
ERAs receivedAcross 4 payers today24
Auto-posted23 of 24 ERAs · 95.8%23
Cash appliedReconciled to claims$267k
ExceptionsHeld for manual review1

Denial recovery.

Root-cause analysis on every denial. AI-generated appeal letters with citations, ready for your team to send.

4.2hsaved per appeal

Denial Recovery

Every denial worked to resolution

Appeals live
Recovery actions
View all
Top causeCoding errors · 24 claims$42k
Appeal in flightPayer review · average 5.2 days18
Auto-preparedLetters with citations ready to send12
Prevented lossCoder education · this quarter$58k

Account follow-up.

Every open account ranked by cash impact. Patient pay handled with the same care as insurance follow-up.

$1.2Min cash risk ranked daily

A/R Command Center

Aging watched, follow-up automatic

Live
A/R worklist
View all
Top payerBCBS · 14 accounts open$320k
Avg DSO44 days · trending down44d
Worklist routedAuto-priority by cash impact238
Recovery rateLast 30 days92%
Clean claim rate
97%industry target >95%
Preventable denials
62%caught upstream
Days in A/R
44dtrending to 30d
Walk the cycle with us

The team behind it

Run by people who do this work.

Specialty coders, denial analysts, ops leads, and engineers operating as one team alongside your front office. Software handles the predictable. People handle the rest.

  • Operations team reviewing claims data in a meeting room

    operations

    made visible

  • Two billing professionals collaborating at a desk

    billing

    made simple

  • Two clinicians collaborating around a tablet

    care

    made connected

  • Clinician holding a tablet at the point of care

    coding

    made defensible

Built where the work actually happens.

Each capability runs inside the same operation, against the same data, with the same SLAs. No four vendors, four logins, four different versions of the truth.

Catch denials before they happen.

Pre-submission edits applied per payer × CPT, with a denial-risk score on every claim before it leaves your clearinghouse.

Pre-bill checks

Claim CL-48211
  • Eligibilityactive
  • Auth #A-9241verified
  • Modifier 25valid
  • NCCI bundlingclear
  • Place of servicematch
Risk score2.1 · low

Coding tuned to your specialty.

Coders matched by specialty, audited on every sample, with payer-specific rule packs across 15+ practice areas.

Coder bench

Bench
  • Coder #1

    Cardiology

    12 charts
  • Coder #2

    Internal med

    9 charts
  • Coder #3

    Behavioral

    7 charts
  • Coder #4

    Orthopedics

    6 charts

Work the denials that actually pay.

Every denial ranked by recoverability and dollar value. Appeals auto-assembled with cited evidence and policy references.

Denials · 90-day target

−68% goal

Recoverable63% won

Follow-up that doesn't sleep.

Voice and chat agents handle status checks, corrections, and balance outreach. Humans escalate only when judgment is needed.

A/R agent

Standing by
AR

Calling Aetna for status on claim CL-48211…

Adjudicated. Reprocess by 03/22, ETA 4 days.

Logged. Operator notified.

Implementation

Kickoff to fully OptimIQ-run in roughly eight weeks.

A single operation ingests encounters, coverage, and charges, clears them through coding, eligibility, and scrubbing, then returns paid claims and reconciled ERA. Stage-by-stage cutover, no big-bang switch.

EncounterCoverageChargesCodes270/271Claim 837CodingEligibilityScrubbingOptimIQ operationAdjudication
Posting& reconciliation
Paid claimERAingress · per encounteregress · per claim
  1. 01Day 0Kickoff & access
  2. 02Week 1Discovery & baseline
  3. 03Weeks 2–3Shadow run
  4. 04Week 4Stage cutover
  5. 05Weeks 6–8Full operation
  6. 06OngoingTuning & governance
First KPI delta
28 days
Time to fully OptimIQ-run
6–10 weeks
Engineering effort from you
< 8 hours

Integrations

Connects to the stack you already run.

No rip-and-replace. We connect into your EHR, PMS, and clearinghouse, run inside the workflows your team already knows, and surface the data leadership actually needs.

Connectors

EHR · PMS · Clearinghouse

Bidirectional FHIR R4 + HL7 v2 connectors into Epic, athenahealth, Oracle Health, NextGen, eCW, Veradigm, ModMed and the major clearinghouses.

Payer-aware rules

1,800+ payers · live policy

Per-payer eligibility, prior-auth, edit, and policy rules kept current with the changes payers actually publish, not the ones from three quarters ago.

Compliance

BAA · SOC 2 · audit-ready

BAA on file by default, SOC 2 Type II controls, role-based access, and a complete audit trail on every claim. RAC, ZPIC, and commercial-payer ready.

Built for the EHRs your team already uses

See full integration list
epic
athena-health
oracle-health
nextgen-healthcare
eclinical-works
meditech
veradigm
modmed
greenway-health

FAQ

The questions ops leaders ask first.

Don't see yours? Bring it to a 30-minute working session. We'll walk it through with your data.

  • What does 'end-to-end RCM' actually include with OptimIQ?

    Eligibility & benefits, prior authorization, medical coding & coding audits, claim scrubbing & submission, payer follow-up, denial management & appeals, payment posting & reconciliation, AR follow-up, patient billing & collections, and revenue analytics. Every stage runs on the same data with the same SLAs, not as separate vendor integrations.

  • How fast can we see denial-rate improvement?

    Eligibility-driven denials respond fastest. OptimIQ is built to deliver a 70–85% reduction inside 90 days once real-time re-verification is on. Prior-auth and coding-pattern denials improve over the first two months as payer-specific edits layer in. We publish a 30/60/90 baseline-vs-current dashboard from week one so leadership sees the curve.

  • Are your coders specialty-trained?

    Yes. Coders are matched to your specialty (cardiology, internal medicine, behavioral health, ortho, GI, oncology, derm, ASC, and more) and trained on your specialty's payer rules, modifier conventions, and documentation patterns. Every code carries citations to the underlying note for audit defense.

  • How do you actually reduce prior-auth denials?

    Auth requirements are determined per payer × CPT × diagnosis at the moment of scheduling. We submit with the clinical evidence each payer expects, poll the payer to approval, and escalate to peer-to-peer when medical necessity is contested. The visit doesn't happen, and the claim doesn't go out, without an active auth on file when the payer requires one.

  • Which EHRs and clearinghouses do you integrate with?

    Epic, athenahealth, Oracle Health (Cerner), NextGen, eClinicalWorks, Veradigm (Allscripts), ModMed, MEDITECH, Greenway, Practice Fusion, Tebra, Nextech, Elation, DrChrono, and others. Connections are bidirectional. FHIR R4 where supported, HL7 v2 elsewhere. We connect into Change Healthcare, Availity, Waystar, and direct payer endpoints.

  • How do you measure success?

    Initial denial rate, first-pass resolution rate, days in A/R (overall and by aging bucket), net collection rate, denial overturn rate, and revenue leakage detected. Every metric ties back to HFMA MAP Keys and MGMA DataDive benchmarks so the comparison is honest.

  • Is this HIPAA-aligned and audit-ready?

    Yes. BAA on file by default, SOC 2 Type II controls, role-based access, encrypted storage and transit, and complete audit trails on every claim. Engineered to pass RAC, ZPIC, and commercial-payer audits — every coded chart carries citations back to the underlying documentation.

  • Do we keep our existing tools or replace them?

    Either. We can run inside your current EHR/PMS/clearinghouse stack, or we can consolidate. The recommended path is to layer OptimIQ on top of what you have — if a tool doesn't earn its keep over the first 90 days, it gets retired.

See what one partner running it looks like.

Walk us through how things run today. We'll come back with where the leakage is and what we'd take on in the first 30 days.