Revenue Operations

Claims inventory, A/R risk, and operational metrics

Upload AR Sheet

Import claims from CSV or XLSX file

1 Upload File

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2 Map Columns

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3 Review & Dedupe

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4 Commit

Select Clinic & Upload File

Clinic

EHR / AR Format

Drag & drop your AR sheet here

or click to browse

Supports CSV and XLSX files

Column Mapping

Map your file columns to system fields. We auto-detected mappings where possible.

Review Import Data

#	Insurance Name	Chart#	Patient Name	CPT Code	DOS	DOB	Billed Amount	Subscriber ID	Claim Ref	Dup Result	Matched Claim	Action	Assignee

Recent Import Batches

Agent Production

Track agent productivity, workload, and claim activity

Claims

All claims across clinics

	Carrier	Chart	Patient Name	DOB	CPT	DOS	Billed Amt	Subscriber ID	Status	Action Taken	Assigned to	Follow-up	Notes	Last Worked	Last Worked By

My Queue

Claims assigned to you, sorted by priority

Patient	Insurance	Visit (DOS + CPT)	Billed	Status	Follow-up	Action Taken	Last Note

Administration

Manage users, teams, and clinics

Organization Settings

Manage users, teams, clinics, and dropdown options for your organization

Practice Info

Clinic details, providers & identifiers

Credentialing & Enrollment

Track payer enrollment status, monitor upcoming expirations, and prevent revalidation lapses that delay reimbursements.

Practice Logins

Manage portal credentials for your clinic

Portal / System	Username	Password	Practice Key	Category	Last Updated	Actions

Messages

Team communication & file sharing

Select a team member to start messaging

Attendance & Leave

Clock in/out, track hours, and manage leave requests

RevSyn Operations

Simplify yourrevenue cycle

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