Catch auths, treatment plans, referrals, and deductible issues before the visit.
The Insurance Verification Dashboard gives front desk and billing staff a single place to see who needs authorization, who needs a treatment plan, what the patient owes, and what must be fixed before care continues.
⚠ Dashboard data is stored locally in your browser on your device and is not stored on JRC servers.
Get Complete Suite — $297 →Built for verification work that gets missed.
Every queue updates automatically when you add or edit a patient. No manual sorting. No spreadsheet formulas. No sticky notes.
Authorization tracking
Track auth required, auth number, expiration date, approved visits, visits used, and remaining visits. VA, Tricare, Medicare Advantage auto-flag auth required.
Treatment plan queue
Full lifecycle — N/A → Due Next Visit → Prepared → Issued → Submitted → Approved. Auto-routes to Billing Ready when TP is issued. Auto-archives after 60 days.
Referral status
Flag referral required, referral on file, referral expiration, and PCP name. Referral queue is combined with Prior Auth so nothing gets a separate screen.
Deductible + copay
Deductible page shows only patients where deductible is NOT met. Coinsurance page shows only patients whose deductible IS met. Moves automatically between pages.
Reverification alerts
Set a reverification due date. Dashboard flags overdue and upcoming reverifications so you know before the claim gets denied.
Password-protected, local data
Set a password on first open. Session times out after 15 minutes. Data lives on your device only — nothing is sent to any server. One-time purchase, works forever.
How it works
Purchase
Buy through secure checkout. Instant download link delivered to your email.
Download
Save the dashboard file to your office computer. Open in Chrome or Edge.
Set password
On first open, set your office password. Session times out after 15 minutes of inactivity.
Work your queues
Add patients, check triggers, and let the dashboard build your action queues automatically.
Stop finding out about auth problems after the visit.
The Insurance Verification Dashboard gives your front desk and billing team one place to catch everything before it becomes a denial, a write-off, or a patient complaint.
- Password protected — session times out after 15 minutes
- 9 sidebar views — Risk, Auth, TP, Holds, Deductible, Coinsurance, Reverify, Billing Ready, Archive
- Activity log on every patient — call notes, auth updates, issue resolution
- One-time purchase — no subscription, no monthly fee