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Summit Medical Associates
·
Lakewood, NJ
DEMO
EB
Esther B.
Billing manager
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Dashboard
Claims
Automated Activity
Documents
Audit Log
Demo
This demo shows the workflow of one medical practice. The reports, actions, automations and documents are set up for each company's own billing process. Sample data only.
Dashboard
Print
Action needed
A/R by payer
open balance
ClaimSpring ·
Wilen Consulting
· v4.2.1 · Last login 09/08/2026 07:52
Claims
Export CSV
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Columns
Submit selected
Filters
Status
Payer
All payers
Rendering provider
All
Date of service
Action needed only
Overdue only
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Saved views
My denials
·
Aetna 60+
·
Ready to bill
Patient
DOS
Payer
CPT
Billed
Paid
Balance
Status
Due ▲
Actions
ClaimSpring ·
Wilen Consulting
· v4.2.1 · Demonstration with sample data only
Automated Activity
Export CSV
Time
Patient
Claim
Payer
What was done
Result
ClaimSpring ·
Wilen Consulting
· v4.2.1
Documents
All types
Claim packet
Appeal letter
Email
Uploaded
Document
Type
Patient
Claim
Payer
Created
Pages
ClaimSpring ·
Wilen Consulting
· v4.2.1
Audit Log
Everyone
ClaimSpring
Esther B.
Export CSV
Date
Who
Patient
Claim
Action
ClaimSpring ·
Wilen Consulting
· v4.2.1
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Password
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Demo account · Summit Medical Associates
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