Give every task an owner. Watch it get done.
Assign eligibility checks, prior auths, denials, and every other admin job to your team — then see who owns each one, what is done, and what is overdue. No more chasing status in hallways and inboxes.
HIPAA compliant · AES-256 encrypted · Full audit trail
You delegate the work — then you are flying blind.
Admin tasks get handed off in hallways, sticky notes, and group texts. No one can see who owns what, what is done, or what is slipping — until a denial or a missed deadline shows up.
Work falls through the cracks
A task handed off verbally has no owner and no due date — so it is easy to forget until it is too late.
No visibility
You cannot see, at a glance, who is working what — or what is already done.
No accountability
When something is missed, there is no record of who did what, or when.
How your team works in RCMTask
Turn every admin job into a task you assign, track, and close — with a full activity trail.
Assign
Create a task — an eligibility check, a prior auth, a denial — and give it an owner and a due date.
Work
Your team sees their queue, picks up tasks, and updates status as they go.
Track
Watch progress live: what is done, what is in progress, and who is overdue.
Monitor your whole team in one place.
Live status board
Every task by status and owner in one view — open, in progress, done, overdue.
Activity trail
Every update is timestamped, so you always know what happened and when.
Overdue alerts
See what is slipping before it becomes a denial or a missed deadline.
Everything in an office is a task.
Every non-clinical action — verifying eligibility, chasing an auth, working a denial, completing training, releasing records — is a trackable task with an owner, an SLA, and an audit trail. One model unifies your entire back office.
Start with your biggest headache.
Every box is a module of tasks you assign and track. Pick the problem you feel most — we cover the edges today and are building out the middle of the revenue cycle.
Front desk
- Eligibility Live
- Prior authorization Live
- Referrals Live
- Medical clearance Live
- Surgical coordination Live
Patients
- Patient communication Live
- Document collection Live
- Financial counseling Live
- No-shows Live
Revenue cycle
- Denials & AR Live
- Charge capture Soon
- Coding & queries Soon
- Claim submission Soon
- Payment posting Soon
Follow-up & compliance
- Post-visit follow-up Live
- Recall & retention Live
- Records release Live
- HIPAA & training Live
Purpose-built for the medical back office.
Not a generic to-do app bolted onto healthcare — RCMTask is built around medical revenue-cycle work and HIPAA from day one.
HIPAA-grade by default
AES-256 encryption, a complete audit trail, and a BAA on paid tiers. Compliance is built in, not bolted on.
A layer on top — no migration
Sits on the EMR, PMS, and billing tools you already run. Bring data in by manual entry or Excel/CSV.
SLAs & due dates
Every task has an owner and a deadline. See what is overdue at a glance — nothing slips.
Prebuilt workflows
Ready-made modules for eligibility, authorization, AR, records release, and HIPAA training.
Role, location & department
A multi-tenant hierarchy that maps to how your practice actually runs, across every site.
Made for RCM
Unlike Asana or Monday, RCMTask speaks revenue cycle — denials, auths, posting, and collections.
Start in minutes. Grow into your system of record.
Climb the integration ladder at your own pace — from manual entry to a fully connected practice.
Manual entry
Add and assign tasks by hand. No setup, no integration required.
Excel / CSV import
Bulk-import schedules, demographics, and charges. Your EMR stays the source of truth.
HL7 / FHIR read
Auto-pull schedules, demographics, insurance, and charges in real time.
Bidirectional write-back
RCMTask becomes the system — scheduling and registration, not just a layer on top.
Simple, transparent pricing.
Start free with demo data. Activate when you're ready to go live on real patients.
Sandbox
Explore the full product with demo data — no card required.
- All modules to try
- Demo-data sandbox
- Guided onboarding wizard
Activation
Go live with your practice on real data, with a signed BAA.
- Everything in Sandbox
- Click-through BAA
- Real PHI workflows
- Full audit trail & binder
Enterprise
For larger practices and billing companies with custom needs.
- Negotiated BAA
- Priority onboarding
- Volume pricing
- Dedicated support
Prices shown for reference — confirm current plans in-app. A BAA is available on all paid tiers.
Run your whole back office in one place.
Start free with demo data, then activate when you're ready to go live — no rip-and-replace.