Portal capabilities
One secure workspace for client-facing RCM delivery.
The portal is designed for multi-client service delivery while keeping each client’s uploads, approvals, reports, and activity separate by Client ID.
Secure Upload Center
Clients upload A/R, denial, claim, ERA/EOB, eligibility, and supporting documents.
Action Items
Clients see documentation requests, follow-up needs, unresolved denials, and open questions.
Approval Center
Controlled approval path for appeals, corrected-claim staging, document requests, and sensitive next actions.
Reports Library
Weekly revenue summaries, A/R cleanup reports, denial trends, and service delivery updates.
Enterprise service delivery
The portal becomes the client-facing command center.
CareAxis staff continue to operate from the RCM Command Center. Clients receive a clean, controlled portal for uploads, approvals, reports, and communication — without giving them access to internal operational tools.
- Multi-client separation by Client ID
- Portal activity logged to the audit trail
- n8n webhooks for uploads, approvals, messages, and reporting
- Designed for Phase 1 upload workflows and future Phase 4 API/EDI/SFTP expansion