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Insurance Underpayment, Downcoding & Clawback Recovery

An EHR-agnostic tool that watches a small practice's insurance payments and catches the three ways payers quietly underpay — downcoding (paying a 60-minute session at the 45-minute rate), underpayment below the contracted rate, and retroactive clawbacks/recoupments — then auto-generates the appeal letters. Built for the solo therapist, PT, or small specialty practice with no billing team who's literally being driven out of network by this.

Pre-Licensure Supervision Hours & Compliance Tracker

A board-compliant tracker for the thousands of supervised clinical hours pre-licensure therapists, counselors, social workers, and PTs must log to get licensed — categorized exactly to each state board's rules (direct vs. indirect, individual vs. group supervision), with supervisor e-sign-off and an audit-ready report. Replaces the error-prone spreadsheets that put licensure at risk.

Dental Lab-Case, Remake & Liability Tracker

A tool that manages the messy money-and-blame side of dental lab work — tracks every lab case and its scan quality, documents who's responsible when a crown needs a remake (dentist, lab, or patient), records the implant brand/system placed (so it's identifiable years later), and builds the record to resolve remake-cost and refund disputes fairly.

Optometry Medical-vs-Vision Billing Optimizer

A decision-and-billing tool for optometrists that resolves the daily money-loser: should this service be billed to the vision plan, billed to medical, or charged to the patient? Guides the medical-vs-vision call per encounter (e.g., the 92015 refraction), cuts the denials optometrists 'just eat,' and helps practices stop leaking revenue to vision-plan economics.

Clinical Scope-of-Competence Referral & Warm-Handoff Network

A tool that helps therapists ethically refer clients OUT when a case is beyond their training — matching the client to a clinician who actually fits (trauma, higher level of care, psychiatry), generating the documentation that protects the referring therapist, and enabling a warm handoff instead of an abrupt termination. Solves the 'this client needs more than I can give' moment that every clinician faces.