PATIENT AND CASE OPERATIONS

SET THE FOUNDATION RIGHT

Structured Patient and Case Operations Built for California Workers' Comp.

Most billing problems in California work comp do not start at billing. They start at intake. A wrong date of injury. A missing adjuster. An unverified insurance affiliation. By the time billing catches it, weeks of the filing window have already slipped away.

Billgenix dashboard preview

Billgenix Is Not Your Ordinary Billing Software

Billgenix captures every intake detail, verification step, and supporting document inside one connected case record so billing, collections, and compliance teams work from clean data, not corrected spreadsheets.

 Patient Registration Insurance Verification Document Management Workflow Automation Case Trail Appeals Tracking
Billgenix fixes workflow gaps
Billgenix case record

Capture Clean Data At The Source

A Complete Case Record
From Day One

Billgenix replaces fragmented intake notes and shared drives with a structured case record built around a unique MRN. Every field your billing team will need is captured upfront, not corrected after a rejection arrives.

100+ California work comp clinics running
structured intake on Billgenix

Integrations

Built to Work Alongside Your
Existing Setup

Billgenix is not a replacement for your billing software. It is the operations layer that sits alongside the billing system you already use, connecting it to EAMS, clearinghouses, document repositories, scheduling tools, and compliance systems.

Every bill, EDI response, payer update, and compliance filing stays synchronized inside the same case record. Need a custom connection? We can build it.

Explore Integrations
Billgenix integrations diagram

What You Can Do With Patient
And Case Operations

Patient Registration with Unique MRN

Create a complete case record on first contact with structured fields for date of injury, employer of record, claim number, adjuster, and insurance affiliation.

Insurance and Employer Verification

Confirm payer details and employer of record against DWC documentation before the case advances to billing.

Document Management Tied to the Case

RFAs, 4600 forms, DWC-1 claims, EORs, and treatment reports stay linked to the case and ADJ number, searchable by date and document type.

Self-Documenting Case Trail

Every status change, document upload, and follow-up action logs automatically with a timestamp and user identity.

Workflow Automation

Status changes trigger the next step automatically. RFA submitted opens a follow-up window. Insurance verified triggers billing readiness.

Appeals Tracked Inside the Case

IMR, IBR, and SBR appeal activity stays linked to the originating claim with all supporting documents already attached.

Client testimonial

Our intake errors used to surface during billing. Now they get caught at registration. Our billers stopped fixing problems they did not create.

Mary Versace, VP, Revenue Cycle Operations, Multi-Practice Healthcare Group, Bay Area

Reduce Downstream Rework

Cleaner Intake Means
Cleaner Billing

When verification, case structure, and supporting documents are right at the start, rejections, rework, and re-entry drop across every stage that follows.

20+
years of California work comp intake experience built into the workflow
Cleaner billing workflow
Billgenix customer support

Customer Support

More Than Software: Real
Support When It Counts

Get hands-on onboarding and ongoing help from a team that knows California workers' compensation inside out.

Personalized onboarding with a success coach Direct access to specialists with 20+ years of California workers' comp experience 20+ years of California workers' comp operational experience behind every implementation

ACCELERATE THE REVENUE CYCLE

Faster billing starts with
cleaner cases

When intake gets it right, billing moves faster, follow-ups happen sooner, and AR aging stops piling up before the work even begins.

100+
clinics starting every case complete on day one
Cleaner billing workflow

Ready to start every case clean?

Let's structure your patient and case operations the right way.

Book a Demo