Every back-office task, on one medical-practice platform
RCMTask covers 14 back-office workflows on a single dashboard — eligibility, prior authorization, denials, records release, HIPAA training, and more. Each module models its work as assignable tasks with an owner, a deadline, and a complete audit trail. Built for small and mid-sized practices and the billing companies that serve them, with transparent pricing and no migration required.
HIPAA compliant · AES-256 encrypted · Full audit trail · BAA on every paid tier
Tasks tracked in this area
Eligibility verification →
Make sure every patient’s coverage is checked before they arrive, with a record that shows it happened.
Prior authorization →
Give every authorization an owner, a deadline, and a status the whole team can see — so nothing stalls and no patient waits.
Referral management →
Track every inbound and outbound referral as a task with an owner — and see which ones still need action.
Medical clearance →
Track each clearance request to the PCP as a task with an owner and a due date — and chase the ones that run late.
Surgical coordination →
Turn each procedure into a checklist of tasks — clearances, auths, equipment, patient prep — assigned to your team and tracked to done.
Tasks tracked in this area
Patient communication →
Turn every voicemail, callback, and outreach into a task with an owner and a due time — and see what is still open.
Document collection →
Turn each required document — ID, consent, intake form — into a task you assign and track until it is in hand.
Financial counseling →
Assign financial counseling tasks — estimates, payment options, plans — and track that every patient was reached.
No-show management →
Every missed appointment becomes a task to follow up, reschedule, and document — so no-shows do not just vanish.
Tasks tracked in this area
Denials & AR →
Turn denials and aging AR into a worklist you assign and track — so nothing sits untouched until it is too late to recover.
Tasks tracked in this area
Post-visit follow-up →
Turn after-visit work — results to relay, callbacks, next steps — into tracked tasks with owners.
Recall & retention →
Track recall and retention outreach as tasks — so due follow-ups and preventive visits actually happen.
Records release →
Turn each records request into a task with an owner, approval steps, and a deadline — released compliantly, with a full trail.
HIPAA compliance →
Get a documented HIPAA program — policies, training, and a signed BAA — without hiring a compliance consultant.
HIPAA training →
Annual workforce training assigned, tracked, certified, and stored in the compliance binder. $1 per test through Aug 31, 2026.
One model, one dashboard, one BAA.
Every module above runs on the same task model — owner, deadline, status, audit trail. That means a denied claim assigned to your billing lead sits on the same dashboard as a HIPAA training task assigned to a new hire and a records-release request assigned to the privacy officer. One mental model, one platform, one Business Associate Agreement.
See it on your own workflow.
Start free with demo data, or book a walkthrough for your practice.