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 file to reload later — both include your statuses and notes. Everything is generated locally in your browser; nothing is saved or sent between sessions, so review an export before sharing it.
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 between sessions. Your PDF and .json exports are generated locally and include any notes you add (untick “Include notes in exports” to leave them out), so review an export before sharing it, and avoid entering 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.
An occasional email when CMS rates change or a new calculator ships. No spam, unsubscribe anytime.
We store nothing you enter in the tools — they run entirely in your browser. The only thing we collect is this email, used solely to tell you about rate updates and new tools. How we handle data.
Thanks — please check your inbox and click the confirmation link to finish.
