Get clearances back before the procedure
Track each clearance request to the PCP as a task with an owner and a due date — and chase the ones that run late.
HIPAA compliant · AES-256 encrypted · Full audit trail
Clearances stall, and procedures slip with them.
Requests stall
Clearance requests sent to PCPs sit unanswered with no one chasing them.
Procedures slip
A missing clearance pushes a procedure — frustrating patients and providers.
No visibility
No one can see which clearances are outstanding and overdue.
Assign it. Work it. Done.
Medical clearance work, assigned to a team member and tracked to done.
Request
Create a clearance task with the PCP, patient, and due date.
Assign & chase
Give it an owner who follows up until it returns.
Confirm
Mark it received and attach the result.
What changes for your practice.
- Fewer delayed procedures
- Clearances chased, not forgotten
- A clear outstanding list
- Proof each clearance was obtained
Built for the medical back office.
HIPAA-grade
AES-256 encryption, full audit trail, and a BAA on paid plans.
A layer on top
Works alongside your EMR — no migration, no rip-and-replace.
Full audit trail
Every task and update is timestamped, so nothing is lost.
Common questions
What is medical clearance tracking?
It manages requests for medical clearance from a PCP as tracked tasks with owners and deadlines, so procedures are not delayed by a missing clearance.
Can I tie the deadline to the procedure date?
Yes — due dates can be offset from the procedure date so each clearance is due in time.
Does it integrate with my EMR?
RCMTask works alongside your EMR via manual entry or Excel/CSV import today; real-time HL7/FHIR is on the roadmap.
Is it HIPAA compliant?
Yes — RCMTask is HIPAA-compliant, AES-256 encrypted, fully audit-trailed, with a BAA available on paid plans.
Works alongside
Referral management →
Track every inbound and outbound referral as a task with an owner — and see which ones still need action.
Surgical coordination →
Turn each procedure into a checklist of tasks — clearances, auths, equipment, patient prep — assigned to your team and tracked to done.
Prior authorization →
Give every authorization an owner, a deadline, and a status the whole team can see — so nothing stalls and no patient waits.
See it on your own workflow.
Start free with demo data, or book a walkthrough for your practice.