All fields save automatically — activity log tracks every action
Patient & Claim
Insurance Details
Follow-Up
Activity Log — all follow-up history in one place
Notes0 entries
No notes yet
Import / Restore Data
Paste a previously exported JSON backup
⚠ Session locks in 1 minute — move mouse to reset
✓ Saved
All data shown is for illustrative purposes only. No real patient information is displayed. This tool is designed to help organize and track information for internal office workflow use. Results and outcomes will vary.
Import Claims from Excel or CSV
Upload your claims export and map columns to fields below
📄 Have a PDF report? Convert it to Excel first — takes 2 minutes.
Open Excel → File → Open → select your PDF, or use smallpdf.com or ilovepdf.com. Then upload here.
Preview — first 3 rows
Map your columns
JRC pre-mapped your columns. Review and adjust any that are wrong.