Explore the Interactive Demo

Start the guided tour for a quick overview, then click through the dashboard yourself to experience how the system works using sample data.

JRC Billing — Insurance Verification DEMO

Add Patient Verification

Check triggers — patient routes to correct queue automatically

Auto-Queue Triggers

🔑

Auth / Prior Auth Required

Routes to Prior Authorization queue instantly

📋

Treatment Plan Required

Routes to Treatment Plan queue instantly

📄

Referral Required

Routes to Prior Auth queue — pre-visit requirement

⛔

Claim Hold / Do Not Treat

Red banner on dashboard until resolved

Patient & Insurance

Patient Name

Date of Birth

Insurance / Payer

Member ID

Coverage Status

Network Status

Provider

Office Location

Authorization Details

Auth Number

Auth Expiry Date

Auth Start Date

Authorized Visits

Visits Used

Visits Before TP Required

Visits Used Pre-TP

PCP Name

Referral On File

Referral Expiration

Referral Auth #

Treatment Plan

TP Status

TP Approved Through

Doctor Signed

Insurance Signed / Approved

Deductible & Copay

Annual Deductible ($)

Deductible Met ($)

Copay ($)

Coinsurance (%)

OOP Max ($)

OOP Met ($)

Claim Hold

Hold Reason

Expected Resolution Date

Verification Admin

Verified By

Verification Date

Call Reference #

Benefits Verified

Reverification Due

Verification Status

Activity Log

Notes 0 entries

No notes yet

Import / Restore Data

Paste a previously exported JSON backup to restore your data

⚠ Session locks in 1 minute due to inactivity — 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 from Excel or CSV

Upload any spreadsheet export and map columns to patient 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.

📂

Click to select file

.xlsx, .xls, or .csv — any format

📁 Click to select file

Explore the Interactive Demo

Start the guided tour for a quick overview, then click through the dashboard yourself to experience how the system works using sample data.

Insurance Verification ● DEMO