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Overview

ClaimIQ 2 performs forensic analysis of medical billing claims, identifying compliance issues, coding errors, and reimbursement optimization opportunities.

Workflow

1

Upload claim package

Upload a PDF containing your claim documents:
  • CMS-1500 claim forms
  • EOB/ERA (Explanation of Benefits)
  • Clinical notes
  • Lab results
2

Optional: Set payer

Optionally specify the payer for more accurate policy research.
3

Analysis runs

The pipeline processes your documents:
  1. Document ingestion — Files are parsed
  2. Stage 1 (Vision OCR) — AI extracts structured data from the documents
  3. Stage 2 (Analysis) — AI analyzes coding, compliance, and payer policies
4

Review report

A comprehensive analysis report is generated.
Alex’s screenshot note: Take a screenshot of the ClaimIQ page showing the upload area and the analysis pipeline progress indicator (Stage 1, Stage 2).

Report Sections

Executive Summary

High-level paragraph summarizing key issues found and the overall assessment.

Claim Summary

Service lines table showing:
  • CPT code and modifiers
  • Billed amount
  • Allowed amount
  • Paid amount
  • CARC / RARC codes
  • Disposition (paid, denied, adjusted)

Clinical Documentation

Extracted clinical details:
  • Chief complaint
  • History of present illness (HPI)
  • Review of systems (ROS)
  • Assessment and plan
  • Lab results

Findings

Individual finding cards, each with:
  • Finding description
  • Compliance risk level (high, medium, low)
  • Payer policy support — Relevant policy language
  • Recommendations — Suggested actions

Correct Coding

AI-recommended coding:
  • ICD-10 diagnosis code recommendations
  • CPT code approaches
  • Excluded CPTs with rationale

Policy References

Links to relevant payer policies with:
  • Source
  • Title
  • URL
  • Relevance score

Recommendations

Organized into:
  • Immediate actions — Fix right now
  • Prospective corrections — Process improvements
  • Compliance monitoring — Ongoing checks

Conclusion

Summary of findings and next steps.

History

The left panel shows past analyses:
  • Patient name
  • Payer
  • Date of service
  • Billed amount
  • Number of findings
  • Click to reload

Export

Click Export to download the full analysis as JSON.
Alex’s screenshot note: Take a screenshot of a completed ClaimIQ report showing the Findings section with 2-3 finding cards of different risk levels.