Workflows that do the work
Every process runs as a workflow, from intake to payment, around the clock.
Platform
One platform runs your entire operation
Workflows do the work. Your rules decide what runs on its own. Your team handles only what needs a person.
Built to automate everything
Everything your operation needs, in one place
Your rules set the pace
Decide what runs on its own and what needs a yes, by amount, payer or reason.
One place for the exceptions
Anything that needs a person arrives ready to answer, with an owner and a deadline.
Inside your systems, or as them
Works inside Brightree and your EHR, or becomes your billing system.
AI where it pays off
Reads documents, sorts denials and drafts appeals, with the evidence shown.
Proof for every action
Who did what, when and why, on record for good.
End-to-end RCM
One platform. The entire revenue cycle.
From the first referral to the last dollar posted, worklist automates every step. No handoffs, no gaps, nothing waiting on someone to remember it.
- 01 · Front endPatient intake
- Faxes read, split and filed
- Eligibility verified on every change
- Prior auths filed and chased
- 02 · Mid-cycleClaims management
- Every claim scrubbed before it bills
- 999 and 277CA rejections fixed and resent
- Claim status chased, timely filing protected
- 03 · Back endPayment posting
- Bank deposits matched to every ERA and EOB
- 835s and paper EOBs posted line by line
- Secondaries and credit balances cleared
- 04 · Back endDenial management
- Denials routed by reason code
- Authorization denials resolved
- AI-built appeals that argue the payer's policy
- 05 · Back endUnderpayment recovery
- Every payment checked against your contract
- Short pays disputed with the math
- Recoupments and missing interest caught
- 06 · Back endReconciliation and reporting
- Bank reconciled for the close
- RCM reports without exports
- Repeat denials stopped at the source
How it works
Automation does the work. Your team makes the calls.
worklist runs your operations around the clock, inside the systems you already use. When something truly needs a person, it arrives ready to answer.
- Runs on its ownRoutine work is done before anyone logs in.
- Asks only when it mattersYour rules decide what runs alone and what needs a yes.
- Never drops the ballEvery deadline tracked, every follow-up sent, every dollar accounted for.
Early access
Run your revenue cycle as workflows.
We are working with a small group of billing and operations teams to shape worklist. Tell us where your work gets stuck, and we'll show you how it would run.
Request early accessor write to [email protected]
One platform, every role