JRC — Insurance Verification Dashboard Demo

JRC

JRC Billing Tools

Insurance Verification + Authorization

Dashboard Deep Dive

Insurance Verification
Dashboard

Every authorization, treatment plan, referral, deductible, and claim hold — tracked in one place. Auto-routing queues. Nothing missed.

🔑

Auth Tracking

Expiry · Visits · Missing #

📋

Treatment Plans

Full lifecycle queue

💳

Deductible + Copay

Auto-separates pages

⛔

Claim Holds

Do Not Treat flags

🔒

Password Protected

Auto-locks 15 min

💾

Local Data Only

Nothing sent anywhere

Insurance Verification Dashboard — 9 Views

Critical Risk

5

Act before next visit

Prior Auth Queue

4

Auto-populated

Treatment Plans

6

Required · Pending

Billing Ready

2

TP issued — bill now

⚠

Smith, Jane — Auth expired 3 days ago

🔑

Garcia, Maria — No auth # on file (VA)

⛔

Johnson, Robert — CLAIM HOLD: Coverage issue

📋

Davis, Carol — Treatment plan due next visit

Risk Dashboard — Overview

The home screen. All critical alerts auto-generated from your data.

View 1 of 7

Critical Risk

5

Act before next visit

→

Prior Auth Queue

4

Auth + referral combined

Treatment Plan Queue

6

Required · Due · Pending

Claim Holds

2

Resolve before billing

Critical alerts — act before next visit5 urgent

⚠

Smith, Jane — BCBS

Auth expired 3d ago · 0 visits remaining

🔑

Garcia, Maria — VA Benefits

Auth required — no auth # on file

⛔

Johnson, Robert — UHC

CLAIM HOLD: Coverage issue

📋

Davis, Carol — Cigna

Treatment plan due next visit

🔄

Wilson, Mark — Aetna

Reverification overdue 5 days

Authorization status4 in queue

Auth current & valid

14

Expiring 1–14 days

4

Expired / missing #

2

No auth required

4

Queues update automatically when you add or edit a patient

Click any alert to open that patient instantly

Progress bars show your auth health at a glance

All Patients — Sortable Table

Every patient sorted by risk. Filter by insurance, office, coverage, or risk level.

View 2 of 7

Patient	Insurance	Coverage	Auth Expiry	Visits Left	Treatment Plan	Deductible	Risk
Smith, Jane	BCBS	Active	Expired 3d	0 left	Approved	$750 / $1,500	High
Garcia, Maria	VA Benefits	Active	No auth #	—	Not started	$0	High
Johnson, Robert	UHC	Hold	Jun 30	5 left	Submitted	$2,500 Met ✓	High
Davis, Carol	Cigna	Active	Jul 15	12 left	Due Next Visit	$400 / $1,000	Medium
Martinez, Luis	Aetna	Active	Aug 1	8 left	Approved	$1,200 Met ✓	Low
Thompson, Lisa	Humana	Active	Jul 22	15 left	Approved	$300 / $800	Low

Filter by risk, insurance, office, or coverage

Sorted High → Medium → Low automatically

Prior Authorization Queue

Auth required + referrals combined. Clears automatically when resolved.

View 3 of 7

No Auth #

2

Get auth before treating

Expiring ≤7 Days

1

Call payer today

Referral Missing

1

Must be on file

Visits Exhausted

1

Do not treat

How this queue works: Patients appear here when you check "Auth Required" or "Referral Required" triggers. When you select VA, Tricare, Medicare Advantage, or WC as the payer, the auth trigger checks itself so you don't have to remember. Queue clears when auth is obtained and valid.

Prior auth + referral queue · Click to resolve4 need action

Patient	Insurance	Auth Expiry	Visits Left	Referral	Provider	Risk
Smith, Jane	BCBS	Expired 3d	0 left	N/A	Dr. Smith	High
Garcia, Maria	VA Benefits	No auth #	—	No — Needed	Dr. Smith	High
Patel, Anita	Tricare Prime	5d left	3 of 15	On File	Dr. Smith	High
Kim, David	Medicare Advantage	Jul 10	0 left	N/A	Dr. Smith	High

VA, Tricare & Medicare Advantage pre-set the auth trigger when selected as payer

Queue clears automatically when auth is resolved

Treatment Plan Queue

Full lifecycle: N/A → Due → Prepared → Issued → Submitted → Approved. Auto-archives after 60 days.

View 4 of 7

No — Needed

2

Submit now

Due Next Visit

2

Prepare before appt

Prepared — Awaiting

1

Patient hasn't come in

Submitted — Pending

1

Awaiting approval

Lifecycle: No — Needed → Due Next Visit → Prepared — Awaiting Visit → Issued — Patient Visit Complete → Submitted — Pending Approval → Yes — Approved. "Issued" auto-routes to Billing Ready queue.

Treatment plan queue · Click to resolve6 total

Patient	Insurance	TP Status	Doctor Signed	Ins. Approved	Risk
Davis, Carol	Cigna	Due Next Visit	No	No	Medium
Brown, Mike	Aetna	No — Needed	No	No	Medium
Lee, Sarah	BCBS	Prepared — Awaiting Visit	Yes	No	Medium
Chen, Wei	UHC	Submitted — Pending	Yes	Pending	Medium
Adams, Tom	Humana	Yes — Approved	Yes	Yes	Low

7-stage lifecycle — tracks every TP from start to approval

Issued TP → auto-moves to Billing Ready queue

Deductible + Copay/Coinsurance Pages

Deductible page: only patients NOT yet met. Copay page: only patients whose deductible IS met. Auto-separated.

View 5 of 7

Not Started

4

Collect full deductible

Partially Met

8

Collect remaining balance

Deductible Met →

9

Now on Copay page

No Deductible

3

No patient deductible

Deductible not met — collect at visit12 patients

Patient	Insurance	Annual Deductible	Met So Far	Remaining	Progress	Copay
Smith, Jane	BCBS	$1,500	$750	$750	50%	$40
Johnson, Robert	UHC	$2,500	$200	$2,300	8%	$25
Davis, Carol	Cigna	$1,000	$400	$600	40%	$35
Brown, Mike	Aetna	$3,000	$0	$3,000	0%	$50

Only shows patients where deductible is NOT yet met

When deductible is met — patient moves to Copay page automatically

Critical Risk

5

Act before next visit

Prior Auth Queue

4

Auth + referral

Treatment Plans

6

Required · Pending

Claim Holds

2

Resolve before billing

Critical alerts5 urgent

⚠

Smith, Jane — BCBS

Auth expired 3d ago

🔑

Garcia, Maria — VA

No auth # on file

Auth status

Current & valid

14

Expiring soon

4

Triggers auto-route to the right queue on save

Selecting VA or Tricare as payer checks auth trigger automatically

Auth details, deductible, copay — all in one form

Activity Log — Every Patient

Date-stamped notes on every patient. Call, Auth, Billing, Issue, Resolved. Last note visible in every table row.

View 7 of 7

Patient info

Patient

Smith, Jane

Insurance

BCBS

Auth #

AUTH-9921 (expired)

Visits

20 auth'd · 20 used

Deductible

$750 of $1,500

Copay

$40

Risk flagsHigh Risk

⚠

Auth expired 3 days ago

⚠

Authorized visits exhausted

🔄

Reverification due in 7 days

Activity log3 entries

May 15, 2026

Sarah J.

Issue

AUTH EXPIRING — Called BCBS re: renewal. Hold 22 min. Rep says submit auth request 2 weeks before expiry. Auth #AUTH-9921 expires May 12. Need to fax new request immediately.

May 8, 2026

Sarah J.

Call

Called BCBS to verify benefits. Deductible $750 met of $1,500. In-network confirmed. Auth AUTH-9921 active — 20 visits approved, all used. Call ref: REF-4421.

Apr 22, 2026

Mike T.

Auth

Auth obtained. AUTH-9921 received, 20 visits approved. Entered into system. Treatment can begin.

📞 Call

🔑 Auth

✓ Resolved

+ Add

Date-stamped notes with staff attribution on every patient

6 note types: Call · Auth · Billing · Issue · Resolved · General

JRC

JRC Billing Tools

Insurance Verification Dashboard

9 views. Every queue automatic.

Password protected. Works offline. Data stays on your device. One-time purchase — no subscription, no monthly fee.

jrcbillingtools.com

$97 — Single Dashboard

$297 — Complete Suite (All 4)

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