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| INCLUDES: | Paper Claims | Paper Claims Electronic 837P Claims |
Paper Claims Electronic 837P Claims Billing and Collections |
| SECURITY & COMPLIANCE | |||
| Secure DATABASE | ✓ | ✓ | ✓ |
| Secure "AI AGENT" | ✓ | ✓ | ✓ |
| HIPAA-compliant local data storage | ✓ | ✓ | ✓ |
| No internet connection required | ✓ | ✓ | ✓ |
| No cloud dependency | ✓ | ✓ | ✓ |
| No third-party data exposure | ✓ | ✓ | ✓ |
| No monthly subscription fees | ✓ | ✓ | ✓ |
| Data stays on your computer | ✓ | ✓ | ✓ |
| CMS-1500 PAPER FORM | |||
| Fill-and-print CMS-1500 claim forms on official PDF | ✓ | ✓ | ✓ |
| HIPAA-compliant local data storage | ✓ | ✓ | ✓ |
| Print text only onto pre-printed red CMS-1500 paper | ✓ | ✓ | ✓ |
| Print entire form with text on plain white paper | ✓ | ✓ | ✓ |
| Horizontal and vertical print alignment adjustment | ✓ | ✓ | ✓ |
| Export completed claims as filled PDF documents | ✓ | ✓ | ✓ |
| Unlimited patient records with no restrictions | ✓ | ✓ | ✓ |
| Unlimited claim records per patient | ✓ | ✓ | ✓ |
| Pre-submission claim validation (Scrub) | ✓ | ✓ | ✓ |
| Reusable templates for providers and insurance | ✓ | ✓ | ✓ |
| Local MySQL-compatible database (no cloud) | ✓ | ✓ | ✓ |
| Real-time patient search and filtering | ✓ | ✓ | ✓ |
| Full database view with 120+ sortable columns | ✓ | ✓ | ✓ |
| One-click database backup | ✓ | ✓ | ✓ |
| Import/Export entire database | ✓ | ✓ | ✓ |
| No internet connection required to operate | ✓ | ✓ | ✓ |
| No monthly subscription or per-claim fees | ✓ | ✓ | ✓ |
| No cloud dependency or third-party data exposure | ✓ | ✓ | ✓ |
| Over 30 professional PDF reports included | ✓ | ✓ | ✓ |
| Form setup for practice and provider configuration | ✓ | ✓ | ✓ |
| Zoom in/out for comfortable data entry | ✓ | ✓ | ✓ |
| Interactive field overlays on actual PDF form | ✓ | ✓ | ✓ |
| Import custom CPT codes (CSV or JSON) | ✓ | ✓ | ✓ |
| Import custom HCPCS codes (CSV or JSON) | ✓ | ✓ | ✓ |
| Import custom ICD-10 codes (CSV or JSON) | ✓ | ✓ | ✓ |
| Auto-complete from imported custom codes | ✓ | ✓ | ✓ |
| Auto-populate common fields across claims | ✓ | ✓ | ✓ |
| PATIENT & CLAIM MANAGEMENT | |||
| Multiple claims per patient | ✓ | ✓ | ✓ |
| Save as New Claim | ✓ | ✓ | ✓ |
| Update/Save existing claim | ✓ | ✓ | ✓ |
| Save as reusable template | ✓ | ✓ | ✓ |
| Accordion-style patient list with expand/collapse | ✓ | ✓ | ✓ |
| Column order matches CMS-1500 form (Box 1-33) | ✓ | ✓ | ✓ |
| Drag-and-drop column reordering | ✓ | ✓ | ✓ |
| Saved claim highlighting on return to database | ✓ | ✓ | ✓ |
| Current patient name display in header | ✓ | ✓ | ✓ |
| ELECTRONIC CLAIMS — ANSI X12 837P | |||
| HIPAA 5010 compliant (Version 005010X222A1) | — | ✓ | ✓ |
| Single claim EDI export | — | ✓ | ✓ |
| Batch claim EDI export | — | ✓ | ✓ |
| EDI preview (raw segments) | — | ✓ | ✓ |
| Human-readable EDI translation | — | ✓ | ✓ |
| Built-in 837P validation | — | ✓ | ✓ |
| ISA/GS interchange envelope generation | — | ✓ | ✓ |
| Billing provider loop (2010AA) | — | ✓ | ✓ |
| Subscriber and patient loops | — | ✓ | ✓ |
| Payer identification loop | — | ✓ | ✓ |
| Claim level data (CLM segment) | — | ✓ | ✓ |
| Diagnosis codes loop (HI segment) | — | ✓ | ✓ |
| Service line loops (2400) with CPT/modifiers | — | ✓ | ✓ |
| Referring provider loop (2310A) | — | ✓ | ✓ |
| Rendering provider loop (2310B) | — | ✓ | ✓ |
| Facility information loop (2310C) | — | ✓ | ✓ |
| Automatic CMS-1500 to 837P field mapping | — | ✓ | ✓ |
| Configurable clearinghouse settings | — | ✓ | ✓ |
| File export with auto-naming | — | ✓ | ✓ |
| Compatible with all major clearinghouses | — | ✓ | ✓ |
| BILLING & COLLECTIONS | |||
| Accounts receivable aging dashboard | — | — | ✓ |
| Collections trend tracking | — | — | ✓ |
| KPI cards (Total A/R, Collections, Pending, Denials) | — | — | ✓ |
| Post payments manually | — | — | ✓ |
| Import ERA/835 electronic remittance files | — | — | ✓ |
| Payments table with date range filtering | — | — | ✓ |
| Denial management and tracking | — | — | ✓ |
| Denial reason and status filters | — | — | ✓ |
| Appeal status tracking | — | — | ✓ |
| Import custom CARC denial reason codes | — | — | ✓ |
| Recent activity feed | — | — | ✓ |