Features
Automated denial detection and dashboard
Smart denial prioritization by financial impact and win probability
Auto-generation of appeal packets with policy references
Policy-aware decision making (Medicare LCDs, payer contracts)
One-click submission to payer portals (UnitedHealthcare, Availity, etc.)
Real-time submission tracking and status monitoring
Customizable resolution logic and agent rules
Deep denial and revenue analytics (overturn rate, revenue recovered, avg time)
Integration with major EHRs (Epic, Cerner, etc.)
Integration with major payer portals
Multi-insurance support (20+ payers)
Confidence scoring for generated appeals
Auto-tracking of submitted appeals
Denial queue with priority sorting
Customizable appeal templates
AI questionnaire automation with cited answers (96% accuracy)
Agentic trust center for customer self-service
AI-powered knowledge management with data monitoring
Custom workflows for security reviews
Browser extension for portal-based questionnaires
Multi-source intake from Salesforce and Jira
Auto-return completed questionnaires to source system
Draft and preview trust center changes before publish
Salesforce export of completed documents in original format
Integration with Claude, Cursor, and OpenAI
Fine-grained API key permissions
Redesigned trust center UI
Analytics and reporting on review performance
RFP response automation with go/no-go flags
Touchless questionnaire processing (June 2026 update)
