Patient Management, Scheduling & Revenue-Cycle Hub

Forge — the operational command center of the network.

Every patient, encounter, and dollar originates here — with international demographics, AI scheduling intelligence, a full X12 837P/835 revenue cycle, and the encounter router that launches every specialty app on one record.

About Forge

Not a commodity scheduler.

Forge is a clearinghouse-integrated, internationally-aware practice-management spine with an AI operational layer, a complete revenue cycle (837/835/appeals/COB/aging), patient financing, ONC-grade interoperability, and a native router into specialty EMRs — all on one secured, RLS-isolated record. It is not a commodity scheduler.

Core Workflows

From registration to encounter routing.

01

Patient management

Master patient record (55 fields) with US + 16-country international support: per-country phone, postal, province, and tax-ID formats (SSN, ITIN, EIN, NIT, RFC, CPF, RIF), passport capture, smart address with geo-intelligence (ZIP/postal lookup auto-fills city + state/province).

02

Scheduling & check-in

Multi-provider, multi-facility drag-and-drop calendar; 23 configurable appointment types each mapped to CPT, default fee, POS, duration, and color. Four-step check-in: arrival, insurance verification, encounter open, route to specialty app.

03

The encounter router

cr.open_encounter() mints an encounter_id; checkin_and_route() resolves the provider's specialty against enabled modules and launches the correct app (Revela / Mind / ASC / Continuum) with a cross-app token carrying encounter_id, patient_id, provider_id — no second login, no re-keyed chart.

04

Electronic claims (837P)

True X12 837P generation (005010X222A1) — builds the complete professional claim and transmits to the clearinghouse over OAuth2 (Optum / Change Healthcare). Pluggable international gateways: US 837P live, Colombia RIPS/DIAN and UK NHS registered.

05

ERA/835 & revenue cycle

Imports remittance, parses BPR/TRN/CLP/CAS, auto-matches to superbills, posts payments and adjustments. Nine-tab workspace: superbills, AI coding, EDI, ERA, rejections, A/R aging (0-30/31-60/61-90/91-120/120+), pre-auth, AI-drafted appeals, secondary claims/COB.

06

Proposals & financing

AI-assisted, itemized cost estimates by procedure with financing options (down payment, monthly, term, discount), AI patient-summary narrative, branded PDF output, and email/secure-link delivery. Built for elective/cash-pay conversion.

Features

Built for the operational core.

55-field international demographics

US + 16-country support with per-country tax IDs, passport capture, and smart address geo-intelligence.

23 appointment types

Each mapped to CPT, fee, POS, duration, and color with multi-provider drag-and-drop scheduling.

Cross-app encounter routing

One-click launch into Revela, Mind, ASC, or Continuum with token-based auth — no re-login, no re-keyed chart.

X12 837P claims engine

True professional claims with pluggable international gateways (US Optum/Change Healthcare, Colombia RIPS, UK NHS).

ERA/835 auto-posting

Remittance parsing, auto-match to superbills, payment and adjustment posting.

Records & ROI

HIPAA right-of-access with signed-ROI capture, post-Ciox fee logic, hash-chained disclosure entries to the PHI audit log.

ONC interoperability

C-CDA generation, medication reconciliation, EHI export (single + bulk), consent templates, RBAC (6 roles x 8 resources).

ProposalBuilder

AI-drafted patient proposals with procedure itemization, financing terms, branded PDF, and secure delivery.

Clinical Intelligence

AI woven into scheduling and revenue.

AI

No-show prediction

1-10 risk score at booking from prior no-show rate, self-pay status, day/time, visit type, insurance, recency, new-vs-established; high-risk triggers extra reminders, critical suggests double-book.

AI

Smart scheduling

Analyzes a 14-day window and ranks 3 optimal slots with reasons — checking conflicts, no-show risk, insurance visit-interval rules, and specialty patterns.

AI

AI pre-visit intake

Tokenized 48-hour patient link collects chief complaint, meds, symptoms, severity; returns clinician summary, suggested ICD-10, and red-flag triage (emergent/urgent/routine) that pre-fills the encounter.

AI

Wait-time intelligence

Arrived/called-back/seen/departed timestamps; dashboards by provider, day, hour; automatic service-recovery message when wait exceeds 20 minutes.

Benefits

Why practices choose Forge.

One record, one network

The encounter_id minted here flows through every specialty app. No re-keying, no duplicate charts, no data reconciliation.

Revenue captured end-to-end

From charge capture through 837P transmission, ERA posting, denial management, A/R aging, and AI-drafted appeals — nothing falls through.

International from day one

16-country demographics, multi-region billing gateways, trilingual (EN/ES/FR) across every screen.

The Connected Journey

How it intertwines.

Every patient, encounter, and dollar originates in Forge. The encounter router launches Revela, Mind, ASC, or Continuum with a cross-app token — no second login, no re-keyed chart. Superbills auto-populate on encounter close. ERA remittances post back. ProposalBuilder combines the professional fee with ASC facility costs into one patient-facing estimate. Forge is where the network begins and where the revenue resolves.

Why It's Different

Not a commodity scheduler.

A commodity scheduler stops at appointments. Forge is a clearinghouse-integrated, internationally-aware practice-management spine with an AI operational layer, a complete revenue cycle (837/835/appeals/COB/aging), patient financing, ONC-grade interoperability, and a native router into specialty EMRs — on one secured, RLS-isolated record.

Pricing

Plans that scale with your practice.

Starter
$299
/provider/month
For solo practitioners and small practices getting started with the PatientTrac network.
  • Single provider
  • Full scheduling & check-in
  • Insurance verification
  • Encounter routing
  • 837P claim generation
Get started
Enterprise
$1,499
/month (unlimited providers)
For large practices and groups requiring unlimited providers and dedicated support.
  • Unlimited providers
  • Everything in Professional
  • Priority support
  • Custom integrations
  • Dedicated onboarding
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Ready to build on Forge?

Start scheduling, registering patients, and generating encounters today.