HIPAA-Compliant · Multi-Practice · CRM Ready

Your Practice.
Your Revenue.
Fully in Control.

CARE RCM is an all-in-one healthcare practice management and revenue cycle platform — from patient scheduling and authorization tracking to EDI claim submission and ERA payment posting.

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100%
HIPAA Compliant
3
Integrated Modules
Upload Claims from Other Practices
CRM Ready
Monthly Collected
$148,320
↑ 12.4% vs last month
Collection Rate
91.2%
Above industry average of 82%
AR Aging — Current
$12,450
88% in 0-30 day bucket
Claims Queued for EDI
24
Ready to submit · 0 issues
• Platform Modules

Everything your practice needs,
in one place

Three fully integrated modules — use all three or just the ones you need. Every module shares the same patient records, provider data, and practice configuration.

🏥
Module 01
Practice Management
Complete patient lifecycle from registration to discharge. Insurance, authorizations, scheduling, and appointment tracking — with intelligent auth-driven workflows for behavioral health.
4-step patient registration wizard
Authorization tracking with unit consumption
Grid and calendar appointment views
Auto claim creation on appointment render
Multi-insurance management (primary/secondary/tertiary)
💰
Module 02
Revenue Cycle Management
Full-cycle billing from charge entry to payment posting. EDI 837P generation, ERA 835 auto-processing, AR management, and denial tracking — all connected to Office Ally clearinghouse.
EDI 837P generation with HCFA 1500 preview
ERA 835 auto-match and bulk posting
Multi-select bulk claim actions
AR aging, denial analysis, payer performance
Payment reversal with full audit trail
📊
Module 03
Clinical Data Collection
Mobile-first session recording for behavioral health. Document skill trials, behavior incidents, and SOAP notes during live sessions — with offline capability for clinics with connectivity challenges.
One-tap skill trial recording
Frequency and duration behavior tracking
SOAP notes integrated into sessions
Treatment plans linked to authorizations
Offline sync — works without internet
• Platform Screens

Built for how billing
actually works

Every screen is designed around real healthcare billing workflows — not generic software forms.

crm.carercm.com/admin/dashboard
$148k
Billed
$135k
Collected
↑12.4%
$13k
AR Balance
6-Month Revenue
Dec
Jan
Feb
Mar
Apr
May
3
Practices
24
EDI Queue
01
Admin Dashboard
Real-time financial and operational overview for practice managers. Intelligent alerts surface denied claims, escalations, and follow-ups that need attention — with direct links to act on them immediately.
✓
Revenue KPIs with month-over-month trend indicators
✓
6-month billed vs collected bar chart
✓
AR aging stacked bar across 5 age buckets
✓
Today's appointments and practice performance at a glance
✓
Intelligent alert bar for denied, escalated, and EDI-queued claims
crm.carercm.com/app/claims
All
Pending
Queued
Denied
PatientBilledBalanceStatus
Ryan R.$300$300
Pending
Maria L.$450$150
Queued
James K.$600$0
Paid
Sarah M.$250$250
Denied
Tom W.$380$200
Pending
3 selected
Change Status · Queue EDI · Escalate
02
Claims Management
The billing workhorse. Filter by status, select multiple claims, and take bulk actions — or edit a single claim's service lines, modifiers, and provider with the inline edit modal.
✓
Filter by billing status, bucket, payer, escalation, follow-up
✓
Multi-select with floating action bar for bulk changes
✓
Edit CPT codes, modifiers, units, ICD-10, provider per claim
✓
Queued claims lock all fields — only status remains editable
✓
Full AR comment log per claim with field-level change history
crm.carercm.com/app/claims/edi
EDI Queue (24)
Submission History
HEALTH INSURANCE CLAIM FORM — CMS-1500
1a. Insured ID
XYZ123456
2. Patient Name
Radison, Ryan
3. DOB / Sex
06/15/1990 M
21. ICD-10 Dx
F84.0, Z00.00
24. CPT/Units
97153:HO × 4
28. Total Charge
$600.00
✓ All required fields present — Ready for EDI generation
PatientPayerBilledIssues
Ryan R.Aetna$600✓ OK
Maria L.BCBS$450✓ OK
Generate 837P EDI File (2 claims · $1,050)
03
EDI Queue & HCFA 1500
Before a single claim goes to the clearinghouse, billers can preview the complete CMS-1500 form with a built-in validation panel. Every field, every box — exactly as it will be submitted.
✓
Complete CMS-1500 preview with all 33 boxes rendered
✓
Validation panel lists every missing required field before submission
✓
Batch 837P generation — select multiple claims, one EDI file
✓
Claims auto-marked Submitted after EDI generation
✓
Submission history with re-download for any previous batch
crm.carercm.com/app/payments
Manual Posting
ERA 835 Upload
History
🔍 CLM-EBS260527-0001 — Ryan Radison
Ryan Radison · Aetna · Service 05/27/26
$600
Billed
$540
Allowed
$420
Paid
CO-45 Contractual Adj: $120 · Patient Resp: $60 · New Balance: $0
Post Payment →
📁 ERA 835 Upload: parse any .835 file and auto-match all claims in seconds
04
Payment Posting
Post payments manually claim-by-claim, or upload an ERA 835 file and let CARE RCM auto-match and batch-post all remittances at once. Full reversal capability with audit trail.
✓
Manual posting: allowed, paid, contractual adjustment, patient responsibility
✓
ERA 835 upload with instant parsing and matched/unmatched preview
✓
Standard CMS reason codes (CO-45, PR-1, PR-2, CO-97, etc.)
✓
Claims auto-set to Paid, Partial Paid, or Patient Balance on post
✓
Payment reversal restores claim balance — never deletes records
crm.carercm.com/app/reports/ar-aging
$148k
Total Billed
$135k
Collected
$13k
Outstanding
AR Aging — Outstanding by Age
0-30 days
$9,840
31-60 days
$1,820
61-90 days
$650
91-120 days
$260
120+ days
$130
05
Reports & Analytics
Five purpose-built revenue cycle reports. Admins get two additional exclusive reports — Practice Comparison and Staff Production — for company-wide oversight.
✓
AR Aging: 5 age buckets with payer-level matrix breakdown
✓
Collections: monthly billed vs collected with trend chart
✓
Denial Analysis: by payer, CPT code, and monthly trend
✓
Payer Performance: collection rate, denial rate, avg days to pay
✓
Provider Productivity: claims, revenue, render rates per provider
crm.carercm.com/login
06
Security-First Design
HIPAA compliance is built into the architecture — not bolted on. Every access, every change, every login is validated, encrypted, and logged from the ground up.
✓
Multi-factor authentication (TOTP) for all users
✓
Account lockout after 5 failed login attempts
✓
Role-based access — staff only sees their practice's data
✓
Practice-level data isolation — no cross-practice data mixing
✓
Immutable audit trail of every action, every user, every change
• HIPAA Compliant

Protecting patient data
is our architecture

Security is not a feature list — it is the foundation every screen, every query, and every data access pattern is built on.

🔐
Multi-Factor Authentication
TOTP-based MFA using any authenticator app. A second verification layer means compromised passwords alone cannot grant access.
🛡
Role-Based Access Control
Staff, billers, providers, managers, and admins each have precisely scoped permissions. Nobody sees data outside their role and practice.
📋
Immutable Audit Trail
Every login, view, edit, status change, and payment is recorded with timestamp, user, and IP address. Nothing is ever silently changed.
🏥
Practice-Level Data Isolation
Users work in one practice at a time. Switching practices requires an explicit action. No cross-practice data access is possible, even for multi-practice billers.
🔒
Transmission Security
All data transmitted over HTTPS/TLS. CSRF protection on every state-changing request. Session tokens cryptographically signed and validated.
⏱
Session Management
Automatic timeout after configurable idle period. Admin password resets invalidate all active sessions immediately across all devices.
🏛
HIPAA Compliant
Administrative, Physical & Technical Safeguards
📑
BAA Framework
Business Associate Agreement Ready
🔑
EDI Secure
Office Ally clearinghouse with encrypted credentials
• Analytics & Reports

Know your numbers,
before they're a problem

Five revenue cycle reports built for real healthcare billing decisions — not generic dashboard widgets.

⏱
AR Aging
Outstanding balances by 0-30, 31-60, 61-90, 91-120, and 120+ day buckets. Color-coded by risk with payer-level matrix breakdown.
Collections Risk
💵
Collections
Monthly billed vs collected vs adjustments. Collection rate trend with green/amber/red thresholds. Period and all-time totals.
Revenue Trend
⚠️
Denial Analysis
Denial rate by payer and CPT code. Monthly trend chart. Identify which payers and codes need billing strategy changes.
Denial Patterns
🏦
Payer Performance
Collection rate, denial rate, and average days to pay per payer. Know which payers pay fast and which fight every claim.
Payer Comparison
👨‍⚕️
Provider Productivity
Claims, billed, collected, denial rate, and render rates per provider. Know who is driving revenue and where.
Clinical Revenue
🏥
Practice Comparison
Admin-exclusive. Side-by-side benchmarking of every practice — financials, patient volume, render rates, and collection rates in one table.
Admin Exclusive
• Why CARE RCM

Designed for every
role on your team

🏢
Multi-Practice Management
Run multiple practices under one company account. Each practice operates independently with its own providers, staff, patients, and billing configuration. One login, complete separation.
🔄
Auth-Driven Billing (ABA)
Built for behavioral health. Authorizations drive appointment scheduling. Claims are auto-created, units auto-consumed, and auto-released if appointments are cancelled or reverted.
📱
Practice Switcher
Billers assigned to multiple practices switch with one click — no re-login required. Data is always scoped to the active practice. Zero risk of cross-practice data mixing.
👥
Staff Production Tracking
Admin-level visibility into staff activity: actions per day, session time, claims processed, payments posted, and a productivity score — with a 30-day activity heatmap.
📤
Bulk Claim Actions
Select dozens of claims, change their status, bucket, or provider in seconds. Queue for EDI, set follow-up dates, or toggle escalation — all from the floating action bar.
💊
Offline Data Collection
Session data for behavioral health practitioners works completely offline. Trials and behavior incidents are buffered locally and sync automatically when connectivity resumes.
• Pricing

Simple, transparent
subscription pricing

No per-claim fees. No per-user fees for billing staff. No long-term contracts. Start with a 30-day free trial — no credit card required.

Starter
Contact us
for pricing
Perfect for single-location practices ready to modernize their revenue cycle.
✓1 Practice
✓PMS + CRM Modules
✓Office Ally EDI
✓5 User Accounts
✓Standard Support
✓30-Day Free Trial
Get Started Free
Most Popular
Professional
Contact us
for pricing
For growing practices and billing companies managing multiple locations.
✓Up to 5 Practices
✓All Modules incl. DATA
✓Unlimited Users
✓Admin Reports + Production
✓Priority Support
✓30-Day Free Trial
Get Started Free
Enterprise
Custom
pricing
For large billing companies and health systems with custom integration needs.
✓Unlimited Practices
✓All Modules
✓Custom EDI Configuration
✓Dedicated CSM
✓SLA Guarantee
✓BAA Included
Contact Sales
• Get Started Today

Ready to transform your
revenue cycle?

Schedule a live demo tailored to your practice type. We'll walk through your exact billing workflows and have you up and running in under 30 minutes.

📅 Schedule a Demo 🚀 Start Free Trial
30-day free trial · No credit card required · Full feature access