AI Assistant Status
Model: GPT-4 Healthcare ā¢
Context window: 128K tokens ā¢
247 conversations this week ā¢
Avg response: 1.2 seconds ā¢
View AI Metrics ā
Analyze Patient Data
AI-powered clinical insights
Generate Clinical Notes
SOAP notes from sessions
Medical Coding
ICD-10 / CPT suggestions
Schedule Appointment
AI-assisted scheduling
AI Healthcare Assistant
Online
Ready to assist with clinical tasks
Clear
Export
š Hello! I'm your AI Healthcare Assistant. I can help you with:
Analyzing patient data and medical records
Generating clinical notes and SOAP summaries
Medical coding suggestions (ICD-10, CPT)
Answering clinical questions
Medication information and interactions
HIPAA compliance checks
AI Assistant ⢠Just now
Try:
Analyze lab results
Coding assistance
Generate clinical note
Treatment plan
Medication info
Recent Conversations
View All
š Lab Analysis - John Doe
Today at 10:30 AM ⢠8 messages
Active
š Coding - Neuropathy
Today at 9:15 AM ⢠5 messages
š Clinical Note - Sarah J
Yesterday at 4:20 PM ⢠12 messages
š Medication Check
Yesterday at 11:05 AM ⢠6 messages
AI Insights & Analytics
Refresh
Usage Statistics
Conversations Today
24
This Week
247
Total Interactions
1,847
Performance Metrics
Response Time
1.2s
Accuracy Rate
98.5%
User Satisfaction
4.8/5
AI Assistant status: Online and ready ā¢
Model: GPT-4 Healthcare ā¢
Context: 128K tokens ā¢
Refresh
AI Intake Assistant
12 intakes today ā¢
3 pending verification ā¢
Average completion: 2.4 minutes ā¢
View AI Insights ā
Voice Intake
Speak naturally, AI types
Scan ID/Card
Extract data from photos
Upload Records
PDF, images, DICOM
Smart Form
AI-guided questions
Standard Intake
Complete patient profile
2-3 min
AI
Telemedicine Intake
Virtual visit setup
1-2 min
HIPAA
Urgent Care
Express processing
30-60 sec
Express
Follow-up
Existing patients
1 min
Auto-fill
Active Intakes
3 in progress
JD
John Doe
75%
Standard Intake ⢠Started 5 min ago
Resume
SM
Sarah Miller
45%
Telemedicine Intake ⢠Insurance verification
Resume
RC
Robert Chen
90%
Urgent Care ⢠Ready for review
Review
Recent Patients
Today
This Week
This Month
Patient
Intake Type
Date/Time
Status
AI Insights
Actions
JS
John Smith
ID: PT-2025-00123
Standard Intake
Dec 26, 2025 ⢠10:30 AM
Completed
Follow-up in 2 weeks
MJ
Mary Johnson
ID: PT-2025-00124
Telemedicine Intake
Dec 25, 2025 ⢠2:15 PM
Pending
Insurance verification
RW
Robert Williams
ID: PT-2025-00125
Urgent Care
Dec 24, 2025 ⢠4:45 PM
Completed
Chronic: Diabetes
LA
Lisa Anderson
ID: PT-2025-00126
Follow-up
Dec 26, 2025 ⢠9:30 AM
New
Welcome package ready
Showing 4 of 247 patients
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AI Intake Insights
Refresh
Peak Intake Hours
9-11 AM
47% of daily intakes
Completion Rate
98%
ā 3% from last month
Missing Info
8 patients
Insurance verification needed
Last updated: Today at 2:45 PM ā¢
Refresh
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HIPAA Compliant ā¢
AI-Powered Intake
Telemedicine Intelligence
12 appointments today ā¢
3 upcoming in next hour ā¢
8 patients in waiting room ā¢
View AI Insights ā
Video Consultation
HD video visits with patients
HIPAA
Secure Messaging
HIPAA-compliant chat
HIPAA
Wound Imaging
Upload & analyze wound photos
HIPAA
E-Prescribe
Digital prescriptions to pharmacy
HIPAA
Appointments
Schedule & manage visits
Patients
Patient profiles & history
HIPAA
Security & Compliance
HIPAA audit logs & settings
HIPAA
Settings
Configure telemedicine
View All
Video Consultation
Dec 27, 2025 | 10:00 AM
Start Call
Reschedule
Follow-up Visit
Dec 26, 2025 | 2:30 PM
View Details
Notes
Initial Consultation
Dec 28, 2025 | 11:00 AM
Start Call
Reschedule
Waiting Room
3 patients
JS
Jane Smith
Waiting 12 min
Admit
RJ
Robert Johnson
Waiting 2 min
Admit
Active Calls
2 active
Dr. Sarah Wilson
with Michael Chen ⢠12 min
Join
Dr. James Brown
with Emily Davis ⢠8 min
Join
System status: All systems operational ā¢
Refresh
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HIPAA Compliant ā¢
AI-Powered ā¢
v2.4.0
Your Onboarding Progress
Overall completion: 0% ā¢
Current step: 1 of 4 ā¢
AI is ready to assist
Overall Setup Progress
0%
1
System Overview
Learn about IntakeAccess.ai features
Not Started
2
AI Intake Setup
Configure automated patient intake
Locked
3
Telemedicine Setup
Set up virtual care services
HIPAA
Locked
4
Billing Configuration
Set up payment processing
Locked
š Onboarding Complete!
You've completed all 4 onboarding steps. Your dashboard is now fully activated.
Launch Dashboard
Onboarding status: ā¢
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HIPAA Compliant
AI Advisor
Professional recommended ⢠Save 20% annually
Monthly
Annual Save 20%
BASIC
$497 397 /mo
+ 1.5% collection fee
$0 Setup
Basic EHR
10 Telemedicine/mo
Claims Processing
Patient Portal Lite
5 AI Prior Auth
Book a Demo
Details
POPULAR
PROFESSIONAL ā
$1,497 1,197 /mo
+ 1.0% collection fee
$0 Setup
ā EVERYTHING IN BASIC
UNLIMITED Telemedicine
1 Specialty Template Pack
UNLIMITED AI Prior Auth
Advanced Analytics
"White Glove Onboarding" ($500 value)
Book a Demo
Details
ENTERPRISE
$2,997 2,397 /mo
+ 0.5% collection fee
$0 Setup
ā EVERYTHING IN PRO
ALL Specialty Packs
Custom Template Builder
24/7 Priority Support
Book a Demo
Details
Setup Comparison Table
Setup Aspect
TIER 1: Basic
TIER 2: Professional
TIER 3: Enterprise
Total Time
1-2 days
3-5 days
7-14 days
Your Time Required
2-3 hours
4-6 hours
10-15 hours
Specialist Hours
2 hours
20+ hours
80-120+ hours
Data Migration
Manual entry (you)
We migrate 50+ patients
Full historical migration
Training
30 min/staff
90 min group + individual
Onsite multi-location
Go-Live Support
Email support
Phone/chat on standby
Dedicated command center
EHR Integration
Not available
Limited available
Full integration
Customization
Standard templates
Alabama-optimized
White label + custom AI
Best For
Solo practitioners
Growing clinics
Multi-location systems
Pre-Setup Checklist (What We Need)
Tier 1 (Basic)
Practice name & address
1 staff email
First 5 patient names
Tier 2 (Professional)
Current system login
Staff list with roles
Common insurance providers
Most-used CPT codes
Tier 3 (Enterprise)
EHR integration credentials
Multi-location details
Branding guidelines
Compliance requirements
Frequently Asked Questions
What's the difference between plans?
Basic is for solo practitioners, Professional for growing clinics, and Enterprise for multi-location systems.
Is setup really free?
Yes! All plans include FREE setup ($0 setup fee).
Can I switch plans later?
Absolutely! You can upgrade or downgrade at any time.
What payment methods?
All major credit cards and ACH bank transfers.
HIPAA compliant ā¢
Security Whitepaper ā¢
AI-Powered ā¢
30-day guarantee
AI Insights
3 new patients today ā¢
Patient volume up 12% this week ā¢
Next appointment spike predicted at 2 PM ā¢
View AI Predictions ā
24
New Patients (This Week)
ā 3 more than last week
32
Appointments Today
24 completed ⢠8 scheduled
12
Avg Wait Time (min)
ā Improved by 3 minutes
8%
No-Show Rate
ā Higher than last month
Patient Volume (Last 30 Days)
Week
Month
Quarter
Top Conditions
View All
Hypertension
342 patients
28%
Diabetes Type 2
287 patients
23%
Hyperlipidemia
198 patients
16%
Asthma
124 patients
10%
Arthritis
98 patients
8%
Appointment Types
Telemedicine Growth
+15%
vs last month
Recent Patient Activity
All
New
Returning
Patient
Contact
Last Visit
Condition
Status
Actions
john.doe@email.com
(555) 123-4567
Today, 9:30 AM
Hypertension
Completed
jane.smith@email.com
(555) 234-5678
Today, 11:15 AM
Diabetes Type 2
In Progress
RJ
Robert Johnson
ID: P-1249
r.johnson@email.com
(555) 345-6789
Yesterday, 2:30 PM
Asthma
Completed
m.williams@email.com
(555) 456-7890
Yesterday, 9:15 AM
Arthritis
Completed
Showing 4 of 1,247 patients
Previous
Next
AI-Powered Predictions
Refresh
Next Week's Volume
+12%
Predicted increase in appointments
No-Show Risk
8 patients
High risk of no-show tomorrow
Readmission Risk
3 patients
May need follow-up within 7 days
Last updated: Today at 2:45 PM ā¢
Refresh
|
HIPAA Compliant ā¢
AI-Powered Analytics
MCO Card Intelligence
247 active cards ā¢
12 expiring this month ā¢
8 pending verification ā¢
View AI Analytics ā
32
Cards Generated This Month
ACTIVE
ā¢ā¢ā¢ā¢ ā¢ā¢ā¢ā¢ ā¢ā¢ā¢ā¢ 4582
Member Name
Sarah Johnson
ACTIVE
ā¢ā¢ā¢ā¢ ā¢ā¢ā¢ā¢ ā¢ā¢ā¢ā¢ 1276
PENDING
ā¢ā¢ā¢ā¢ ā¢ā¢ā¢ā¢ ā¢ā¢ā¢ā¢ 8934
ACTIVE
ā¢ā¢ā¢ā¢ ā¢ā¢ā¢ā¢ ā¢ā¢ā¢ā¢ 5621
Member Name
Robert Williams
EXPIRING
ā¢ā¢ā¢ā¢ ā¢ā¢ā¢ā¢ ā¢ā¢ā¢ā¢ 3348
Member Name
Patricia Brown
Expiry
04/15/2026 (30 days)
View
Renew
Email
ACTIVE
ā¢ā¢ā¢ā¢ ā¢ā¢ā¢ā¢ ā¢ā¢ā¢ā¢ 6712
Cards by MCO
Blue Cross
98 cards (40%)
UnitedHealthcare
47 cards (19%)
Quick Actions
Bulk Generate Cards
Generate up to 50 cards at once
Export Card Data
CSV, Excel, or PDF format
Verify Pending Cards
8 cards need verification
Recent Card Activity
Time
Action
Member
MCO
Status
User
2 min ago
Card Generated
Sarah Johnson
Blue Cross
Success
admin@clinic.com
15 min ago
Card Verified
Michael Chen
Aetna
Success
billing@clinic.com
1 hour ago
Card Emailed
Maria Garcia
Cigna
Success
system
3 hours ago
Bulk Generate
15 cards
Multiple
Success
admin@clinic.com
Last synced: Today at 2:45 PM ā¢
Refresh
|
HIPAA Compliant ā¢
AI-Powered
AI Document Intelligence
47 documents processed today ā¢
12 pending signatures ā¢
AI extracted 156 data points ā¢
View AI Insights ā
Generate a complete admission packet with AI-extracted patient data, insurance info, care providers, diagnoses, and emergency contacts. Zero typing required.
Select Patient (AI will auto-fill)
John Smith (ID: PT-2025-00123)
Mary Johnson (ID: PT-2025-00124)
Robert Williams (ID: PT-2025-00125)
Lisa Anderson (ID: PT-2025-00126)
Generate with AI
Patient photo
Demographics
Insurance/MCO
Care providers
Diagnoses (ICD-10)
Emergency contacts
Admission Packet - John Smith
Generated: Just now ⢠ID: ADM-2026-0325
HIPAA SECURE
Patient: John Smith
DOB: 01/15/1980
ID: PT-2025-00123
Insurance: Blue Cross
Policy: XC7-84K-92L
Group: GRP-2026-01
Download PDF
Print
Email
All Documents
Admission Packets
Consent Forms
Medical History
Insurance Claims
Refresh
Patient Consent Form
John Smith ⢠Dec 26, 2025
Download
Print
Medical History
Mary Johnson ⢠Dec 25, 2025
Download
Print
Insurance Claim
Robert Williams ⢠Dec 24, 2025
Download
Print
Treatment Plan
Jennifer Wilson ⢠Dec 21, 2025
Download
Print
Lab Results
David Brown ⢠Dec 20, 2025
Download
Print
Referral Letter
Sarah Miller ⢠Dec 19, 2025
Download
Print
Last synced: Today at 2:45 PM ā¢
Refresh
|
HIPAA Compliant ā¢
AI-Powered Document Management
AI EHR Integration
HIPAA COMPLIANT
AI-POWERED
Connect with major EHR systems for seamless, secure, and intelligent data transfer
New Integration
AI Test Connections
AI Integration Intelligence
8 active connections ⢠2 pending syncs ⢠AI predicts 99.7% data accuracy ⢠Last sync: 2 min ago
Quick Data Transfer
CSV/Excel Import
Import patient data from spreadsheets
SECURE
Import CSV
HL7 FHIR Import
Healthcare data standard integration
HIPAA
Import HL7
API Integration
Real-time API connections
HIPAA
Configure API
Direct Upload
Upload files directly to the system
SECURE
Upload Files
Major EHR System Connections
EPIC
Epic Systems
Connect with Epic EHR
CONNECTED
CERN
Cerner
Connect with Cerner EHR
PENDING
ALL
Allscripts
Connect with Allscripts
CONNECTED
ATH
athenahealth
Connect with athenahealth
CONNECTED
MED
MEDITECH
Connect with MEDITECH
DISCONNECTED
Custom EHR Setup
Configure custom integration
SETUP
API Management
Manage API keys for EHR integration
Manage Keys
Sync data with EHR systems
Sync Now
Monitor integration usage
View Analytics
WebSocket for real-time sync
Configure
Integration Health
All systems operational ⢠99.9% uptime ⢠Last sync: 2 min ago
Refresh
View Logs
User Intelligence Dashboard
Profile completion: 85%
⢠2 settings need your attention
⢠Last login: Today at 9:42 AM
⢠Account age: 247 days
John Doe
john.doe@intakeaccess.ai
Department: Administration
Employee ID: EMP-2024-0127
Joined: July 15, 2024
View Public Profile
Documents Signed
127
Login Streak
23 days
Actions Taken
1,432
AI Interactions
847
Full Name
Johnathan Michael Doe
Email Address
john.doe@intakeaccess.ai
Phone Number
(555) 123-4567
Date of Birth
March 15, 1985 (40 years)
Job Title
System Administrator
Department
IT Administration
Street Address
123 Healthcare Boulevard, Suite 450
MFA Method
Authenticator App (Google/Microsoft)
SMS Text Message
Email Code
Hardware Token
Save Security
Login History
Current Session
Chrome on Windows ⢠IP: 192.168.1.105
This Device
Started: Today at 9:42 AM ⢠Last active: Now
iPhone 15 Pro
iOS Safari ⢠IP: 192.168.1.110
Terminate
Last active: 2 hours ago
iPad Air
iPadOS Safari ⢠IP: 192.168.1.115
Terminate
Last active: Yesterday at 5:30 PM
Sign Out Other Devices
View All
Language
English (US)
EspaƱol
FranƧais
Deutsch
äøę
Date Format
MM/DD/YYYY (US)
DD/MM/YYYY (UK/EU)
YYYY-MM-DD (ISO)
Time Format
12-hour (AM/PM)
24-hour
Timezone
Eastern Time (UTC-5)
Central Time (UTC-6)
Mountain Time (UTC-7)
Pacific Time (UTC-8)
Save All Preferences
Delivery Methods
Notification Types
Quiet Hours Start
Quiet Hours End
6:00 AM
7:00 AM
8:00 AM
9:00 AM
Save Notification Settings
AI Communication Style
Professional & Formal
Friendly & Approachable
Concise & Direct
Detailed & Explanatory
How AI communicates with you
AI Suggestions
Frequent (Show all)
Balanced (Recommended)
Minimal (Only critical)
Off (No suggestions)
How often AI provides suggestions
AI Learning
Learn from all interactions
Limited learning
Opt out of learning
How AI learns from your behavior
Save AI Settings
View AI Insights
Reset AI Profile
LOGIN
Successful login
Chrome on Windows
Today, 9:42 AM
UPDATE
Profile information updated
Changed phone number
Yesterday, 3:15 PM
SETTINGS
Security settings modified
MFA enabled
2 days ago
PASSWORD
Password changed
IP: 192.168.1.105
45 days ago
Your Data Summary
Account Created
July 15, 2024
Data Storage Used
156 MB
Documents Stored
47 files
Activity Log Entries
1,432 events
Download My Data
View Privacy Policy
Manage Data Sharing
Request Data Deletion
Account Danger Zone
Disable Account
Temporarily disable your account. You can reactivate anytime.
Disable Account
Delete Account Permanently
Permanently delete your account and all associated data. This action cannot be undone.
Delete Account
Last synced: Today at 2:45 PM ā¢
Sync now
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HIPAA Compliant ā¢
AI-Powered ā¢
v2.4.0
AI Prior Auth Intelligence
Real-time tracking ⢠Predictive analytics ⢠Smart recommendations
AI Accuracy
98.5%
ā 2.3% this month
Avg Processing
2.4 days
ā 1.2 days vs manual
Auto-Approval
85%
ā 12% with AI
Active AI Tracking
PA-2026-0127 - John Doe
MRI Brain ⢠Blue Cross
AI Tracking
94% approval confidence
Documents verified
Insurance checking
Estimated completion: 2h
PA-2026-0128 - Sarah Johnson
Sleep Study ⢠Aetna
Needs Review
68% confidence ⢠missing info
AI detected missing: Prior sleep study results, Referral letter
PA-2026-0129 - Robert Wilson
Colonoscopy ⢠Cigna
Approved
Decision received
AI Quick Actions
AI Recommendation Engine
3 pending actions
Upload missing documents for PA-2026-0128
Upload
Review AI-generated form for PA-2026-0127
Review
AI Approval Predictions
PA-2026-0127 (Blue Cross)
94%
š AI Insights
Blue Cross approves 92% of MRI requests
Best submission time: Tuesday 10 AM
Auto-approval rate up 12% with AI
AI-Powered Submission Form
Auto-fill enabled
Clear
Submit to Insurance
AI Document Verification
AI has analyzed and verified the following documents
Clinical Notes
AI verified ⢠Complete
MRI Images
AI analyzed ⢠4 images
Referral Letter
Missing ⢠Required
AI Approval Prediction
High confidence ⢠Blue Cross approves 92% of MRI requests
Submit Now
AI Tracking Dashboard
Refresh
All Requests
Pending
Approved
Needs Attention
Request ID
Patient
Procedure
Insurance
Status
AI Confidence
Last Update
Actions
PA-2026-0127
MRI Brain
Blue Cross
AI Processing
2 min ago
Track
PA-2026-0128
Sleep Study
Aetna
Needs Info
15 min ago
Track
PA-2026-0129
Colonoscopy
Cigna
Approved
1 hour ago
Letter
Approval Rates by Insurer
Processing Times
58% faster with AI
Common Denial Reasons
Missing Documentation
42%
Medical Necessity
28%
Coding Errors
18%
Out-of-Network
12%
AI Tracking Status: Active - Monitoring 24 requests ā¢
Last AI Analysis: Just now ā¢
Refresh AI
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HIPAA Compliant ā¢
AI Model v2.4
AI Smart Assistant
No typing needed ⢠Just select patient ⢠AI auto-fills all insurance data ā¢
View AI Tips ā
12s
Avg Verification Time
Recent Verifications
Refresh
Patient
Insurance
Member ID
Verified
Status
Actions
Blue Cross
XC7-84K-92L
Today, 10:45 AM
Active
Aetna
AT-45K-92M
Yesterday, 2:30 PM
Expiring Soon
Cigna
CG-83L-45P
Mar 6, 2026
Active
AI Status: Active - Real-time verification ā¢
Last Sync: Just now ā¢
Refresh AI
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HIPAA Compliant ā¢
Real-time Eligibility
AI Medicaid Intelligence
24 claims pending ā¢
3 need review ā¢
$124,890 processed this month ā¢
View AI Analytics ā
Processing Claims
Process and submit Medicaid claims with AI assistance
24 Pending
3 Alerts
New Patients
Onboard new Medicaid patients with automated intake
12 Waiting
AI Review
AI-powered claim review and error detection
3 Issues Found
Reports
Comprehensive Medicaid reports and analytics
Monthly Summary
AI-Powered Medicaid Claim
Zero typing - just select patient, AI fills the rest
Close
Select Patient (AI Auto-Fill)
AI Patient Recognition
Medicaid Patients
JS
John Smith
Medicaid ID: XC7-84K-92L
DOB: 03/15/1985 ⢠Last Claim: 02/15/2026
Eligible
MJ
Mary Johnson
Medicaid ID: MJ-45K-92M
DOB: 07/22/1978 ⢠Last Claim: 03/01/2026
Eligible
RW
Robert Wilson
Medicaid ID: RW-83L-45P
DOB: 11/08/1992 ⢠Last Claim: 02/28/2026
Pending Review
AI review complete - No errors detected
Submit Claim
AI-Powered Medicaid Patient Onboarding
Scan Medicaid card or enter ID - AI auto-fills everything
Close
Scan Medicaid Card
Position card in frame and click capture
Scan Card
Total Claims (MTD)
247
ā 12% vs last month
Approval Rate
94.2%
ā 2.1% improvement
Avg Processing Time
3.2 days
ā 1.5 days faster
Monthly Report
Claims Export
Analytics Dashboard
Last synced: Today at 2:45 PM ā¢
Refresh
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HIPAA Compliant ā¢
Medicaid Approved
Revenue Intelligence
$247,890 pending ā¢
$12,450 commission this month ā¢
87% collection rate ā¢
View AI Forecast ā
$847,250
Total Revenue (MTD)
ā $94,250 vs last month
$12,450
Your Commission (MTD)
ā $1,240 from last month
$124,890
Pending Payments
12 overdue
14 days
Avg Collection Time
ā Improved by 2 days
All Facilities
Hospitals
Dermatology
Family Practice
Specialty Clinics
Pending & Overdue Payments
Send Reminders
Invoice #
Facility
Patient
Amount
Commission
Due Date
Status
Actions
INV-2026-0115
Memorial Hospital
James Wilson
$2,450.00
$73.50
Mar 1, 2026
Overdue
INV-2026-0120
Dermatology Associates
Emily Chen
$875.00
$43.75
Mar 10, 2026
Pending
INV-2026-0122
Family Care Center
Maria Garcia
$345.00
$20.70
Mar 12, 2026
Pending
Commission This Week
$3,240
ā 12% from last week
Projected This Month
$15,800
On track to exceed goal
Top Facility
Memorial Hospital
$4,250 commission this month
Last synced: Today at 2:45 PM ā¢
Refresh
|
HIPAA Compliant ā¢
Commission Rate: 3-6% ā¢
v2.4.0
AI User Intelligence
24 total users ā¢
3 pending invites ā¢
8 active sessions ā¢
View AI Analytics ā
AI-Powered User Creation
Just enter email - AI will suggest role and permissions
Close
AI Role Detection
95% Match
Suggested Role
Office Manager
Billing Specialist
Staff
Patient
Permission Level
Full Access (Admin)
Billing Only
Clinical Only
Read Only
Send Welcome Email
Yes, send immediately
No, I'll send later
AI Permission Summary
Patient Records
Read/Write
Billing Access
Full Access
Create User & Send Invite
Cancel
Role Definitions
Office Manager
Full system access, user management
Billing Specialist
Payment processing, claims, reports
Staff
Patient records, appointments, notes
Patient
Portal access, own records only
Recent User Activity
John Smith was added to Billing
2 hours ago
Mary Johnson reset password
5 hours ago
Failed login for robert.w@patient.com
1 day ago
Last synced: Today at 2:45 PM ā¢
Refresh
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HIPAA Compliant ā¢
Role-Based Access Control
AI Export & Reports
AI-POWERED
LIVE
Generate intelligent reports with AI insights ⢠Schedule automated exports ⢠Real-time data analysis
AI Schedule
Export All
AI Report Intelligence
12 reports generated this week ⢠3 scheduled ⢠AI predicts 23% increase in reporting needs next month
Financial Reports
Revenue, claims, payments, aging
Generate Report
Clinical Reports
Patient outcomes, readmissions, LOS
Generate Report
Operational Reports
Staffing, census, productivity
Generate Report
Compliance Reports
HIPAA, CMS, quality measures
Generate Report
Recently Generated Reports
12 Reports
Report Name
Type
Generated
Size
Actions
Financial Summary - Mar 2026
Financial
03/15/2026
2.4 MB
Readmission Analysis - Q1 2026
Clinical
03/14/2026
1.8 MB
Staffing Productivity - Feb 2026
Operational
03/10/2026
1.2 MB
HIPAA Compliance Audit
Compliance
03/05/2026
3.1 MB
Scheduled Reports
Financial Summary
Every Monday ⢠8:00 AM
Readmission Analysis
1st of month ⢠6:00 AM
Compliance Dashboard
Every Friday ⢠9:00 AM
Most downloaded reports this month:
Financial
Readmission
Compliance
š Report generation up 23% this quarter
ā±ļø Average export time: 2.4 seconds
Run AI Analysis
Report Templates
Monthly Financial
Revenue, claims, aging summary
Quality Metrics
CMS 5-star, readmissions, LOS
Payer Analysis
Payer mix, denial rates, collections
Operational Dashboard
Census, staffing, productivity
PDF Document
Print-ready format
Excel Spreadsheet
Data analysis ready
CSV File
Raw data export
JSON Data
API integration
HL7 Format
EHR compatible
AI Configuration Intelligence
AI recommends enabling 2FA
⢠Security score: 94%
⢠3 settings need review
⢠Last backup: 2 hours ago
Primary Facility
Company Name
IntakeAccess.ai Healthcare
Tax ID / EIN
12-3456789
NPI Number
1234567890
Edit Information
Location Details
Address
123 Healthcare Blvd
City, State
Birmingham, AL 35203
Phone
(555) 123-4567
Update Location
Currency & Tax
Currency Type
USD ($)
Tax Rate
7.5%
Tax ID
12-3456789
Edit Tax Settings
Invoice Settings
Invoice Prefix
INV-2026-
Payment Terms
Net 30
Late Fee
1.5% monthly
Edit Invoice Settings
Payment Methods
Save Methods
Session Timeout (minutes)
Compliance Score
94%
Run Compliance Check
View Audit Log
AI Response Style
Professional & Detailed
Concise & Brief
Technical & Data-Focused
Compassionate & Empathetic
Determines how AI communicates with patients and staff
Confidence Threshold
Current: 85%
Optimal
Minimum confidence for AI recommendations
AI Model Selection
GPT-4 (Most Accurate)
GPT-3.5 (Faster)
Claude (Healthcare Optimized)
Custom Healthcare Model
Test Connection
Save AI Settings
Retrain Model
View AI Metrics
GET
/api/v1/patients
Retrieve patient records with HIPAA compliance
Rate: 1000/min
Last call: 2s ago
POST
/api/v1/claims
Submit insurance claims with auto-validation
Rate: 500/min
Queue: 23
PUT
/api/v1/appointments
Update appointment status and scheduling
Rate: 750/min
Active
DELETE
/api/v1/records/{id}
Securely delete patient records (audit logged)
Restricted
Requires MFA
HIPAA Compliance Report
Generated 2 hours ago ⢠2.4 MB
View
Download
Audit Log - Feb 2026
Generated yesterday ⢠5.1 MB
View
Download
Security Settings Backup
Generated 3 days ago ⢠1.2 MB
View
Download
API Configuration Export
Generated 5 days ago ⢠0.8 MB
View
Download
Database Status
Operational
API Response Time
124ms
Storage Usage
342 GB / 1 TB
Active Users
24 currently
System Load
23%
Refresh
View Logs
Backup & Recovery
Automated daily backups
Last backup
Today, 3:00 AM
Backup size
128 GB
Next backup
Tomorrow, 3:00 AM
Retention period
30 days
Backup frequency
Daily at 3:00 AM
Hourly
Weekly (Sunday)
Manual only
Backup Now
Restore
30 backup versions available
Pending
8
Awaiting Approval
MFA Enabled
92% of users
Last Login Activity
12 users in last hour
USER
Dr. Sarah Johnson modified HIPAA compliance settings
2 minutes ago
SYSTEM
Automated backup completed successfully
3 hours ago
ALERT
Failed login attempt from IP 192.168.1.105
5 hours ago
API
New API key generated for EHR integration
Yesterday
Danger Zone
Delete Account
Permanently delete your account and all associated data. This action cannot be undone.
Delete Account
Reset All Settings
Restore all settings to factory defaults. Custom configurations will be lost.
Reset All Settings
Export All Data
Download all system data, logs, and configurations (ZIP file)
Export Data
Last synchronized: Today at 2:45 PM ā¢
Sync now
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HIPAA Compliant ā¢
AI-Powered
AI Audit Intelligence
2,847 events today ā¢
3 anomalies detected ā¢
100% HIPAA compliant ā¢
View AI Analysis ā
Date Range
Today
Yesterday
Last 7 Days
Last 30 Days
Custom Range
Event Type
All Events
Logins
Logouts
Record Views
Edits
Deletions
Exports
Settings Changes
User
All Users
Dr. Jane Doe
John Smith
Mary Johnson
Robert Wilson
Status
All
Success
Failure
Warning
Search
šØ AI Detected Anomalies - Needs Review
3 unusual activities detected in the last hour. Click to investigate.
Investigate Now
Activity Timeline (Last 7 Days)
HIPAA Compliance Status
100% Compliant
Audit Log Retention
7 Years (HIPAA Compliant)
Last Compliance Audit
March 1, 2026
Next Scheduled Audit
April 1, 2026
Last synced: Today at 2:45 PM ā¢
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HIPAA Compliant ā¢
AI-Powered Anomaly Detection
AI Support Assistant
AI is online ā¢
Average response time: 2.4 seconds ā¢
3 active tickets ā¢
Knowledge base: 247 articles
New Ticket
Create support ticket
Knowledge Base
Search articles & guides
My Tickets
View your support tickets
System Status
Check service health
š Hello! I'm your AI Support Assistant. How can I help you today?
AI Assistant ⢠Just now
I need help with EHR integration settings
You
I can help with that! Here are the steps:
Go to Settings ā EHR Integration
Click "Configure New Connection"
Select your EHR provider
Enter your API credentials
AI Assistant ⢠2 min ago
Send
Quick suggestions:
Billing issue
Technical problem
Account access
Integration help
HIPAA compliance
All Tickets
Open
In Progress
Resolved
Closed
In Progress
TKT-2026-0127: EHR Integration Failure
Created: Mar 7, 2026 ā¢
Last updated: 2 hours ago ā¢
Priority: High
View
Comment
Open
TKT-2026-0126: Billing Discrepancy for March
Created: Mar 6, 2026 ā¢
Last updated: 1 day ago ā¢
Priority: Medium
View
Comment
Resolved
TKT-2026-0125: User Permission Configuration
Created: Mar 5, 2026 ā¢
Resolved: Mar 7, 2026 ā¢
Priority: Low
View
Reopen
š EHR Integration Setup Guide
Step-by-step guide to connect your EHR system ⢠15 min read
1,247 views
š HIPAA Compliance Checklist
Essential steps to maintain HIPAA compliance ⢠10 min read
893 views
š° Billing & Insurance FAQ
Common questions about billing and claims ⢠8 min read
756 views
š„ User Management Guide
How to add, remove, and manage users ⢠12 min read
612 views
š API Documentation
Complete API reference and examples ⢠25 min read
534 views
Contact Support
Phone Support
1-800-555-0123
24/7 available ⢠Priority support for critical issues
Call Now
Email Support
support@intakeaccess.ai
Response within 4 hours
Send Email
Support Hours
24/7 Emergency Support
Standard support: Mon-Fri 8am-8pm EST
API Services
Operational
Database
Operational
AI Services
Operational
EHR Integration
Degraded Performance
View Detailed Status
š How do I reset my password?
Click "Forgot Password" on login page or contact your administrator...
š„ How to add a new user?
Go to User Management, click "Add User", fill in their information...
š„ EHR connection troubleshooting
Check API credentials, firewall settings, and EHR compatibility...
š° Billing discrepancy resolution
Review claims, check insurance verification, submit correction...
New Feature: AI-Powered Prior Authorization
Streamline your prior auth requests with our new AI assistant ⢠Posted 2 days ago
Read More
Important: Scheduled Maintenance March 15
System will be unavailable from 2 AM - 4 AM EST for updates ⢠Posted 5 hours ago
View Details
HIPAA Compliance Update
New security features added to enhance compliance ⢠Posted 3 days ago
Learn More
Your feedback helps us improve our support services
Submit Feedback
Maybe Later
Support status: All systems operational ā¢
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HIPAA Compliant Support ā¢
AI-Powered ā¢
v2.4.0
AI Security Intelligence
Security score: 94% ā¢
3 active threats detected ā¢
Last scan: Today at 9:42 AM ā¢
Protected endpoints: 247
MFA Status
94%
42/45 users
Password Health
87%
12 expiring soon
Active Threats
3
2 critical
Session Timeout
15 min
HIPAA compliant
Critical (2)
High (1)
Medium (0)
Low (0)
All Threats
CRITICAL
šØ Multiple Failed Login Attempts - Admin Account
5 minutes ago ā¢
IP: 185.142.53.104 (Russia) ā¢
Target: admin@intakeaccess.ai
Investigate
Block IP
Resolve
AI Analysis: Brute force attack detected. 127 failed attempts in 3 minutes. Account temporarily locked.
CRITICAL
š Unauthorized API Access Attempt
15 minutes ago ā¢
IP: 45.227.253.84 (Netherlands) ā¢
Endpoint: /api/v1/patients
Investigate
Block IP
Resolve
AI Analysis: Invalid API key used. Attempting to access patient records without proper authentication.
HIGH
ā ļø Unusual Data Transfer Detected
45 minutes ago ā¢
2.4 GB exported ā¢
User: sarah.j@intakeaccess.ai
Investigate
Verify User
Resolve
AI Analysis: Data transfer volume exceeds normal pattern by 850%. User behavior anomaly detected.
MFA Enrollment Rate
94% (42/45 users)
Users Without MFA
3 users
MFA Enforcement Policy
Enforced for all users
Admins only
Sensitive data access only
Optional (not recommended)
Save MFA Settings
Remind Non-Compliant
Password Expiration
30 days
60 days
90 days
Never (not recommended)
Password Health Score
87%
Users with Weak Passwords
8 users
Passwords Expiring Soon
12 users
Save Policy
Force Reset
Max Concurrent Sessions
1 session (most secure)
2 sessions (recommended)
3 sessions
5 sessions
Unlimited (not recommended)
Save Session Settings
IP Whitelist (Allowed IPs)
Add
192.168.1.0/24 (Office)
10.0.0.0/8 (VPN)
172.16.0.0/12 (Remote)
Data at Rest
Encryption
AES-256
Status
Active
Key Rotation
90 days
Rotate Keys
Data in Transit
TLS Version
TLS 1.3
Certificate
Valid
Expires
Jun 15, 2026
Renew Cert
End-to-End Encryption
Messages
Enabled
Files
Enabled
Emails
Optional
Configure
All Events
Logins
MFA Events
Password Changes
Permission Changes
Threat Detected
Today
Last 7 Days
Last 30 Days
Last 90 Days
Apply Filters
Timestamp
Event Type
User
IP Address
Status
Details
Actions
2026-03-08 09:42:15
Login
john.doe
192.168.1.105
Success
Chrome on Windows
2026-03-08 09:38:22
Threat
System
185.142.53.104
Blocked
Brute force attempt
2026-03-08 08:15:03
MFA
sarah.j
10.0.0.45
Success
Authenticator App
2026-03-07 23:45:12
Password Change
mike.r
172.16.0.89
Success
Password expired
2026-03-07 15:22:38
Permission Change
admin
192.168.1.105
Warning
Admin role granted
Showing 1-5 of 247 events
Previous
1
2
3
...
50
Next
Access Controls (Role-based)
Audit Logs Enabled
Encryption at Rest
Encryption in Transit
MFA Available
Automatic Logout
Breach Notification Procedure
Configure
Emergency Access Procedure
Configure
Last Compliance Audit
March 1, 2026 ⢠No violations found
Run New Audit
Threat Detection Rate
99.97%
False Positive Rate
0.03%
Mean Time to Detect
2.4 min
Mean Time to Respond
15 min
Overall Security Score
94%
Trend (30 days)
+2%
Security Emergency Actions
Emergency System Lockdown
Immediately block all access and force logout all users
Lockdown System
Revoke All Active Sessions
Force logout all users except yourself
Revoke Sessions
Reset All MFA Devices
Force all users to re-enroll MFA devices
Reset MFA
Security status: ā¢
Last scan: ā¢
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AES-256 Encryption ā¢
AI Threat Detection ā¢
HIPAA v2.4
AI Clinical Intelligence
8 patients in waiting room ā¢
3 high-risk alerts ā¢
12 assessments pending ā¢
View AI Insights ā
šØ AI Crisis Detection - Immediate Attention Required
3 patients flagged with high-risk indicators: Suicidal ideation (2), Severe depression (1)
Respond Now
AI Virtual Waiting Room
AI-powered patient triage and queue management
HIPAA
AI Triage
8 waiting
AI Clinical Assessments
PHQ-9, GAD-7, PCL-5 with AI scoring
HIPAA
AI Scoring
12 due
AI Crisis Detection
Real-time risk assessment & intervention
HIPAA
3 Alerts
CRITICAL
AI Group Therapy
Moderated sessions with AI insights
HIPAA
2 active
AI Progress Notes
AI-generated SOAP notes from sessions
HIPAA
AI Med Management
Psychiatric medication tracking & alerts
HIPAA
AI Safety Planning
Dynamic crisis prevention plans
HIPAA
AI Outcomes Tracking
Progress monitoring & predictive analytics
HIPAA
Virtual Waiting Room - AI Triage Queue
8 Patients
SJ
Sarah Jones
Waiting: 12 min ⢠Initial Assessment
AI: High Suicide Risk
Admit Now
MC
Mike Chen
Waiting: 8 min ⢠Medication Review
AI: Medication Non-compliance
Admit Now
RW
Robert Wilson
Waiting: 5 min ⢠Crisis Assessment
AI: Severe Depression
Admit Now
AI Risk Assessment Dashboard
AI Clinical Recommendations
Schedule immediate follow-up for Sarah Jones (suicidal ideation)
Review medication adherence with Mike Chen
Complete PHQ-9 assessment for 5 patients due today
AI-Powered Clinical Assessments
View All
PHQ-9
5 Pending
Depression screening with AI scoring
Average Score: 14.2
Moderate
Start Assessment
GAD-7
3 Pending
Anxiety screening with AI analysis
Average Score: 11.5
Moderate
Start Assessment
PCL-5
4 Pending
PTSD screening with AI interpretation
Average Score: 38
Positive
Start Assessment
Recent AI-Analyzed Results
Patient
Assessment
Score
Severity
AI Recommendation
Emily Davis
PHQ-9
18
Moderately Severe
Follow-up within 1 week
Tom Harris
GAD-7
15
Severe
Immediate intervention recommended
Today's Therapy Sessions
View Full Schedule
JD
John Doe
Individual Therapy
10:00 AM - 11:00 AM
Upcoming
Start Session
1:00 PM - 2:00 PM
Upcoming
Start Session
RW
Robert Wilson
Group Therapy
3:00 PM - 4:30 PM
Upcoming
Start Session
PHQ-9 Depression Outcomes
Mild (5-9)
32%
Moderate (10-14)
45%
Severe (15+)
23%
GAD-7 Anxiety Outcomes
Mild (5-9)
38%
Moderate (10-14)
42%
Severe (15+)
20%
AI Crisis Resources & Protocols
Suicide Prevention
Step-by-step intervention protocol
View Protocol
Crisis Hotlines
988 ⢠1-800-273-8255 ⢠Text HOME
View All
Emergency Contacts
Local crisis teams, hospitals
View Contacts
Last synced: Today at 2:45 PM ā¢
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HIPAA Compliant ā¢
AI-Powered Clinical Support
Greenwood Nursing & Rehab
Birmingham, AL
LIVE
Revenue Cycle Management ⢠Complete billing, claims, and payment tracking
Sync Data
Export CSV
Print
PDF Report
Last updated: Today, 10:23 AM
Total A/R
$1,245,890
8.2% vs last month
Net Revenue
$847,230
12.5% YTD
Days in A/R
42.3
3.2 days improvement
Denial Rate
5.8%
1.2% increase
Collection Rate
94.2%
Above target
Clean Claims
92%
3% from last month
Insurance Claims
24 Claims
Claim ID
Patient
Payer
Amount
Submitted
Status
Age
Actions
CLM-2403-001
John Smith
Medicare
$12,450
03/01/2026
Pending
15d
CLM-2403-002
Mary Johnson
Blue Cross
$8,920
03/02/2026
Paid
8d
CLM-2403-003
Robert Wilson
Aetna
$5,230
02/28/2026
Denied
32d
CLM-2403-004
Patricia Brown
Medicaid
$3,450
03/05/2026
Pending
5d
CLM-2403-005
James Taylor
Cigna
$6,780
03/03/2026
Paid
7d
Billing Alerts
High Priority
5 claims denied - Missing ICD-10 codes
Medium Priority
3 claims >30 days - Follow up required
Information
8 claims pending - Awaiting response
Patient Billing Summary
Patient
Total Balance
Insurance
Patient Due
Last Payment
Status
John Smith
$15,450
$12,450
$3,000
02/15/2026
Partial
View
Mary Johnson
$8,920
$8,920
$0
03/10/2026
Paid
View
Robert Wilson
$6,230
$5,230
$1,000
02/01/2026
Overdue
View
Patricia Brown
$3,450
$2,950
$500
03/05/2026
Paid
View
0-30 Days
$845,000
42 claims
31-60 Days
$312,000
18 claims
60+ Days
$128,000
7 claims
New Claim
Process Payments
Eligibility Check
Batch Submit
Reports