PinoTechRD PRODUCT

Manage cases, services, and billing from one centralized platform.

Case Manager helps agencies and service organizations replace spreadsheets, disconnected tools, and manual workflows with a centralized operational platform — improving visibility, reducing administrative overhead, and standardizing service delivery.

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OPERATIONS OVERVIEW

Case Manager
128 Active cases
24 Pending tasks
07 Claims to review
Live Recent activity
Recent activity72%

CORE CAPABILITIES

One operational view, from intake through financial follow-up.

Case management and operations

  • ✓Client intake and referrals
  • ✓Cases and case manager assignments
  • ✓Tasks, follow-ups, deadlines, and alerts
  • ✓Documents and operational notes
  • ✓Employee productivity
  • ✓Reports by program and location
  • ✓Administrative dashboard

Billing, claims, and financial follow-up

  • ✓Capture and validate services before billing
  • ✓Create and track claims and their statuses
  • ✓Identify errors before submission
  • ✓Correct and resubmit rejected or denied claims
  • ✓Track payments, adjustments, and outstanding balances
  • ✓Reconcile payments with delivered services
  • ✓Audit trail and reports by provider, client, payer, or period

BILLING READINESS

Prepared for configurable clearinghouse workflows

Case Manager supports billing workflows and integrations with leading healthcare clearinghouses, helping organizations submit claims, monitor responses, identify rejections, and track payment activity from a centralized platform.

Availability depends on the organization’s provider credentials, payer enrollment, clearinghouse contract, APIs or EDI access, payer rules, authorizations, and service-code configuration. PinoTechRD and Case Manager are not a payer, insurer, or clearinghouse and do not approve claims.

IMPLEMENTATION CLARITY

Clear implementation status

  1. 01 Available now: case operations, documentation, tasks, follow-up, dashboards, and configurable reporting.
  2. 02 Configurable: billing workflows, validations, claim statuses, reconciliation, and organization-specific rules.
  3. 03 Integration-dependent: clearinghouse, payer, API, and EDI exchanges.
  4. 04 Planned or custom: transactions such as 837P, 837I, 835, 270/271, 276/277, 999, or 277CA are only represented as implemented after technical verification.

See whether Case Manager fits your organization.

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