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Medical Billing & Claims Tracking

Get claims paid faster — specialists work a denials worklist instead of a spreadsheet, managers watch collections and claim status roll up in real time, and your provider clients check their own claims in a portal instead of calling you. Every touch is audit-logged.

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Categories
Healthcare, Billing & Payments
Includes
5 roles, 14 tables, 18 workflows

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medical-billing-claims-tracking-5d12eb.tada.app
Billing dashboard — claims and collections
Billing dashboard — claims and collections
medical-billing-claims-tracking-5d12eb.tada.app
Denials worklist
Denials worklist
medical-billing-claims-tracking-5d12eb.tada.app
Provider-client portal
Provider-client portal

What’s inside.

Everything here installs with the template, running on the same backend as every Tadabase app.

5 user roles
Admin, Billing Manager, Billing Specialist, Provider Client, Public
14 data tables
Claims, Submissions, Denials, Payments, Payers, Procedures, Fee Schedules, Clients
18 workflows
Denial intake, appeal-deadline escalation, filing-deadline warnings, weekly A/R digest
8 email templates
Rejection, denial and deadline alerts, weekly A/R digest, monthly client summary
4 AI agents
Denial triage & appeal drafter, claim readiness checker, A/R worklist prioritizer, client Q&A
Sample data
Demo users for every role + seeded claims, payments and payers — optional at install
Security
Row-level security separates staff and provider clients

The data model, drawn.

14 tables and 26 relationships, with row-level security on all 14. Real tables with real fields, not a mock-up.

Data model of the Medical Billing & Claims Tracking template 14 tables and 26 relationships; 8 tables link to Staff. The complete list of tables and relationships follows the drawing. Staff 5 fields, 8 tables link here 8 tables link to Staff Clients 9 fields Links to Staff Payers 6 fields Denial Codes 3 fields Fee Schedules 5 fields Claims 23 fields Links to Staff Procedures 10 fields Links to Staff Submissions 8 fields Links to Staff Denials 12 fields, links to itself Links to Staff Payments 8 fields Links to Staff Activities 9 fields Links to Staff Documents 6 fields Links to Staff Audit Log 5 fields Inquiries 7 fields Client Client Payer Client Claim Fee Schedule Item Client Claim Client Claim Denial Code Client Claim Client Claim Related Client Related Claim
Relationship, from the linking table to the one it points at Row-level security on (14 of 14) Links to Staff (8 tables) Hover or focus a table to name its relationships.

  1. Staff 5 fields, row-level security on

    Referenced by other tables

  2. Audit Log 5 fields, row-level security on

    Referenced by other tables

  3. Inquiries 7 fields, row-level security on

    Referenced by other tables

  4. Clients 9 fields, row-level security on

    Links to Staff (Assigned Specialist)

  5. Payers 6 fields, row-level security on

    Referenced by other tables

  6. Denial Codes 3 fields, row-level security on

    Referenced by other tables

  7. Fee Schedules 5 fields, row-level security on

    Links to Clients (Client)

  8. Claims 23 fields, row-level security on

    Links to Clients (Client), Staff (Assigned Specialist), Payers (Payer)

  9. Denials 12 fields, row-level security on

    Links to Clients (Client), Staff (Assigned Specialist), Claims (Claim), Denial Codes (Denial Code)

    Links to itself (Client Portal User)

  10. Procedures 10 fields, row-level security on

    Links to Clients (Client), Staff (Assigned Specialist), Claims (Claim), Fee Schedules (Fee Schedule Item)

  11. Submissions 8 fields, row-level security on

    Links to Clients (Client), Staff (Assigned Specialist), Claims (Claim)

  12. Payments 8 fields, row-level security on

    Links to Clients (Client), Staff (Assigned Specialist), Claims (Claim)

  13. Activities 9 fields, row-level security on

    Links to Clients (Client), Staff (Assigned Specialist), Claims (Claim)

  14. Documents 6 fields, row-level security on

    Links to Clients (Related Client), Staff (Assigned Specialist), Claims (Related Claim)

Who does what.

Built for billing teams that live in the gap between "submitted" and "paid" — and for the provider clients who keep calling to ask which is which.

Your billing specialists can

  • Open a denials worklist and know exactly what to work next
  • Follow a claim from submission through every status change to payment
  • Post payments against claims and watch balances resolve

Your billing managers can

  • See claims and collections across the whole book from one dashboard
  • Manage payers, procedures, and fee schedules so claim amounts and denials resolve correctly
  • Trace any claim's full history — every touch is audit-logged

Your provider clients can

  • Log in to a portal and see their own claims and statuses — and only theirs
  • Stop calling for updates, because the answer is on their screen

Denial follow-ups and status notifications send automatically, and audit logging captures the trail — so nothing depends on someone remembering.

Role-based row-level security cleanly separates Admin, Billing Manager, Billing Specialist, and Provider Client.

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