Office manager

See which claims still need a person.

Rank follow-up by age and dollars still owed, then work a carrier with a recorded next step.

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Office manager workflows

Canvas sample insurance follow-up screen grouped by carrier.

Illustrative workflow · sample data · Dental Canvas

What this is for

Insurance A/R is a total. The next phone call is still a hunt.

Office manager

Opens ranked follow-up. The next carrier is visible

Billing

Works the list. Each attempt has an owner

Owner

Inspects the remaining balance. The total has a path behind it

See this workflow with your team’s day in mind.

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