Enterprise revenue cycle management

Every claim, worked.
Every dollar, accounted for.

TrueRCM runs the full revenue cycle for physician groups and medical billing companies — scheduling and eligibility, clean-claim scrubbing, dual-rail 837 submission, ERA posting, denial routing, guardrailed AI appeals, patient statements, and the reporting to prove it.

Built for US physician groups and billing companies · Multi-tenant with per-client scoping

18
built-in reports, exportable & schedulable
2 rails
redundant 837 submission with auto-failover
270/271
eligibility verified before the visit
100%
of AI appeals citation-verified & human-attested
The platform

One system from front desk to final dollar

Every hand-off in the revenue cycle is a place money leaks. TrueRCM closes them by running the whole cycle in one place.

📅

Front office to billable visit

Scheduling with month, week, and day views. Check-in creates the billing visit automatically, and 270/271 eligibility runs before the patient is seen.

🧾

Charge capture & coding edits

CPT/ICD charge entry with NCCI and MUE edits, fee schedules, and a box-level CMS-1500 editor with diagnosis pointers.

🛡️

Scrubber + denial-risk scoring

Blocking edits stop bad claims before submission. Every claim gets a 0–100 denial-risk score with cited reasons; overrides are audited.

Dual-rail 837 submission

Redundant clearinghouse rails with idempotent de-duplication. If the primary rail is down, claims fail over automatically.

💵

ERA / 835 & payment posting

Remits auto-post to matched claims with line-level allocation. Manual posting, lockbox import, reversals, and refunds are first-class.

🚦

Denials worklist

Denials route by CARC/RARC code into resubmit, appeal, or remediate lanes — ranked by recoverable dollars so billers work the highest-value first.

📝

Appeals with guardrails

AI drafts the narrative; every factual assertion is pulled from source records and citation-verified. A human attests before anything is sent, and overturns are tracked.

👪

Patient financials

Statements with line detail, a configurable dunning ladder, payment plans, per-patient ledgers, and a bad-debt workflow.

📊

Reports, KPI alerts & delivery

The GA-18 report set with Excel/CSV/PDF export, scheduled email delivery, and KPI threshold alerts that page you before the trend becomes a problem.

Product tour

Follow a claim through the system

Five stops from booked appointment to reconciled dollar.

Book it, check it in, verify coverage

The revenue cycle starts before the visit. TrueRCM verifies eligibility up front so ineligible visits never become denials.

  • Month / week / day scheduling per provider
  • Check-in creates the billing visit automatically
  • Real-time 270/271 eligibility with plan detail
  • Patient registration with payer & coverage priority
Today · Dr. Chen
9:00 · Alvarez, Mariafollow-upeligible · Aetna
9:30 · Okafor, Davidnew patienteligible · UHC
10:00 · Nair, Priyaannualcoverage unknown → verify

Clean claims, first pass

Charges become claims, claims get scrubbed against blocking edits, scored for denial risk, and transmitted on redundant rails.

  • NCCI / MUE coding edits at charge entry
  • Scrubber blocks structural errors before submission
  • AI denial-risk score with cited, explainable reasons
  • Dual-rail 837 with idempotent de-duplication
Claim #1206 · scrub result
Scrubberclean — no findings
Denial riskeligibility unverified +20 · high dollar +1074 / 100
Submissionrail-A · external id RAIL-A-83f2transmitted

Denials worked by dollars, not date

Every denial routes by CARC/RARC into the right lane. Appeal-eligible denials are ranked by recoverable value, drafted by AI, verified against source records, and attested by a human.

  • Automatic routing: resubmit / appeal / remediate
  • Ranked worklist by expected recovery
  • AI-drafted appeal narratives with citation verification
  • Attestation + approval gates, then overturn tracking
Ranked appeal-eligible
#1 · CO-50 medical necessityAetna · $540draft appeal
#2 · CO-197 auth requiredBCBS · $210draft appeal
Appeal #3citation: verifiedawaiting attestation

Post everything. Balance everything.

ERAs auto-post to matched claims; what doesn't match lands in a review queue instead of a black hole. Patient balances flow to statements, plans, and dunning automatically.

  • ERA/835 auto-posting with line-level allocation
  • Manual posting, lockbox import, reversals, refunds
  • Statements with line detail + dunning ladder
  • Payment plans and per-patient ledgers
Aging by bucket
0–30 days$615.00
31–60 days$904.00
90+ days$0.00
Statement · Alvarezsend #2 · dunning step 1sent

Prove it with numbers

Eighteen reports cover A/R, denials, collections, payer mix, and productivity. Schedule any of them for email delivery, and set KPI alerts on the metrics you watch.

  • GA-18 report set · Excel / CSV / PDF export
  • Scheduled report delivery to your inbox
  • KPI threshold alerts (first-pass rate, days in A/R…)
  • Full admin: users, roles, clients, audit log
KPI alerts
Days in A/Rthreshold 4032.4 · ok
First-pass ratethreshold 90%88.1% · alerted
Denial ratethreshold 8%5.2% · ok
AI & automation

AI that helps, with guardrails that hold

Healthcare billing is no place for a chatbot with write access. Every AI surface in TrueRCM is bounded, audited, and backed by a deterministic fallback — so automation never blocks your revenue.

Appeals

Drafts narratives, never facts

AI writes the appeal prose under a signed BAA with zero data retention. Codes, amounts, and dates are pulled from your records — never generated — and a citation verifier blocks any mismatch before a human attests and sends.

Copilot

Velox: operate in plain English

"Check eligibility for tomorrow's visits." "How many claims are outstanding?" Velox parses trusted instructions only — content inside records can never become a command — and every action re-checks your permissions.

Agent framework

Fail closed, always

Agents run on tiered models with default-deny tool access and approval gates for anything irreversible. If the required model tier isn't available, the task routes to a human — it never silently downgrades.

Security & compliance

Built for PHI from the first migration

HIPAA-aligned controls enforced in the database, not just the UI.

🔐Row-level security

Tenant isolation enforced by PostgreSQL RLS — the app connects as a non-superuser role that physically cannot cross tenants.

🏢Multi-tenant + client scoping

Billing companies manage many client practices with per-client scoping inside each tenant.

📱Two-factor everywhere

TOTP, email, or SMS with recovery codes. Secrets stored encrypted; setup enforced at first login.

🧑‍⚖️Role-based access

Granular permissions checked on every route and re-checked on every copilot action.

🧾Tamper-evident audit

Logins, overrides, attestations, approvals, and admin changes land in an append-only audit log.

🤝AI under BAA + ZDR

The only live AI vendor operates under a signed BAA with zero data retention, and prompts carry minimum-necessary facts.

Three front doors

A workspace for every role

🧑‍💻

Biller workspace

The full cycle: claims, denials, appeals, payments, statements, reports, and the copilot.

🩺

Provider portal

Providers see their schedule, their patients, and their profile — without the billing noise.

👤

Patient portal

Patients view appointments, visits, statements, and balances in one place.

Training center

Your team, productive on day one

Guided walkthroughs of every workflow — from first login to appeal attestations — that play like videos, captioned, with progress tracking. Free and public, so staff can train before their first login.

▶ Open the Training Center

See TrueRCM on your own claims

Bring one month of remits and we'll show you where the dollars are leaking — and how TrueRCM closes the gaps.