Linda Chen
New patient
Date received
—
Next action
Send a reminder to upload front and back photos.
Front card
Not uploaded
Back card
Not uploaded
Insurance checklist
Upload, review, and verify—always in plain words.
Demo only. Secure document storage will be added in the full version. Nothing here leaves your browser.
Missing card
2
Still waiting on photos or PDF.
Needs review
2
Open the drawer and double-check.
Verified
2
Ready for visits and billing.
Issue found
1
Needs a friendly call-back.
Add insurance card
For new or existing patients.
Practice file: showing (add a name below)
Photos of the plastic card — front and back
Front of card
PNG or JPG
Waiting for you to attach something.
Back of card
PNG or JPG
Waiting for you to attach something.
Or upload one PDF instead
Some scanners save both sides into a single PDF. That counts too.
Upload PDF instead
Combines front + back in one step
Waiting for you to attach something.
Demo tip
- Choose two pictures, or skip them and rely on just the PDF.
- Nothing uploads to the internet—it stays inside this pretend screen.
Demo only. Secure storage will be added in the full version.
Needs Card Upload
2Needs Card Upload
Robert King
New patient
Date received
—
Next action
Ask him to snap two quick photos.
Front card
Not uploaded
Back card
Not uploaded
Uploaded, Needs Review
2Sarah Miller
Existing patient
Date received
May 5
Next action
Open photos and verify member ID.
Front card
Ready for review
Back card
Ready for review
Emily Carter
New patient
Date received
May 6
Next action
Confirm coverage dates before visit.
Front card
Ready for review
Back card
Waiting on back photo
Verified
2Mark Johnson
Existing patient
Date received
Apr 21
Next action
No action needed.
Front card
Verified
Back card
Verified
Angela Brooks
Existing patient
Date received
Mar 02
Next action
No action needed.
Front card
Verified
Back card
Verified
Issue Found
1David Lee
New patient
Date received
May 6
Next action
Call for a clearer photo or updated card.
Front card
Needs redo
Back card
Needs redo