Build a workflow for any setting, role, type, or cadence — from scratch or by starting from an existing one. Edit the name and tags, add and reorder steps with the handle or arrows, write your own descriptions and tips, then Export a branded PDF or Save a .json template to reload later. Everything stays in your browser — nothing is saved or sent, and exports never include your notes.
Browser-onlyNo PHI
No PHI
Do not paste patient names, Medicare IDs, SSNs, full claim files containing PHI, or other protected health information. This tool is intended for de-identified examples and educational / reconciliation support. Everything runs in your browser — nothing you paste is stored, logged, or sent anywhere. Notes and statuses stay in your browser tab only — nothing is saved or sent. Exports contain the step template only (never your notes, statuses, or dates), so do not enter patient identifiers.
loads a workflow you can rename and edit — nothing is saved
A general workflow — adapt the steps to your setting, payers, and policy. Do not record patient identifiers here.