TotalMedix

Dashboard

🤖 AI Daily Brief

Click "Generate" — Claude will scan today's pipeline and surface the 5 most urgent items, plus a quick health snapshot. (Requires Anthropic API key in Settings → API Keys.)

📊 Payments by Law Office

🍩 Check Status

Payments

Manage payment records

🔍

Law Office	Account #	Patient	Provider	DOL	Pay Date	Clinic	Status	Charged	Paid

Cases

Manage patient cases

🔍

Law Office	Account #	Patient	Phone	Provider	Procedure	DOL	SOL ⏰	Last Contact 🌡	Status	CFPC	Clinic	Grade	Billed	Balance

← Back to Cases

Patients

Patient profiles

🔍

← Back to Patients

Follow-up Queue

Manage daily follow-ups

Pending 0

Overdue 0

High Priority 0

Due Today 0

Completed 0

🔍

Due Date	Overdue	Priority	Account #	Patient	Law Office	Grade	Balance	Action	Subject	Status

Files

Upload and manage documents

📂

Drag & drop files here or click Upload

PDF, Images, Office documents

🔍

File Name	Case	Category	Uploaded By	Date	Actions

Reports

Analytics and performance

—

📈 Monthly Collections

🎯 Collection Rate Trend

🏆 Top Law Offices

📋 Cases by Status

⚠️ Outstanding by Office

🎯 Grade Distribution

💳 Payment Activity

Date	Patient	Law Office	Status	Charged	Paid	Outstanding

🔀 Duplicate Cases

Find and merge duplicate records

📜 Recent Merges

User Management

Manage team accounts

👥 Team Members

Admin Settings

Clinic info, users, templates, billing codes, and more

👥 Users

🏥 Clinic Info

✉️ Email Templates

💡 Billing Codes

🔄 CFPC Sync

⏰ Auto Schedule

🔑 API Keys

🎯 KPI Goals

📤 Export

👥 Team Members

🔐 Role Permissions

Admin

✅ Full access to all pages

✅ Add / edit / delete cases & payments

✅ User management

✅ Admin settings

✅ Send notices & emails

✅ Run AI Agent tasks

Staff

✅ View dashboard & reports

✅ Add / edit cases & payments

✅ Manage follow-ups

✅ Send notices

❌ User management

❌ Admin settings

🏥 Clinic Information

Clinic / Practice Name

Address

Phone

Fax

Billing Email

Website

NPI Number

Tax ID (EIN)

ℹ️ This information appears on all notice letters and reports.

🏥 Clinic Email Profiles (Pain · Chiro · MRI)

Each clinic acts as a separate billing entity. When you send an invoice for a case, the email uses the profile that matches the case's clinic type.

🩺 Pain Management

🦴 Chiropractic

🧲 MRI Imaging

Display Name

Legal Name

Address Line 1

Address Line 2 (optional)

City

State

ZIP

Phone

Fax

Billing Email (From:)

Website

NPI

Tax ID (EIN)

Brand Color

Logo URL (optional)

Email Signature Block

✉️ Notice Email Templates

Subject Line

Email Body

Variables in [BRACKETS] are automatically replaced when sending. Preview updates in real-time.

💡 Billing Code Library

Code	Description	Category	Default Charge

🔄 CFPC Sync — Pull New Cases Daily

📋 매일 1클릭으로 CFPC에서 새 케이스 가져오기

아래 Bookmark Bar에 추가 (한 번만)
매일: CFPC에 로그인 → Date 필터 적용 → Search 클릭
결과 페이지에서 북마크 클릭 → 자동으로 새 PID만 추가

방법 1 (추천): Bookmark

아래 보라색 링크를 북마크 바에 드래그&드롭하세요.

🔄 TotalMedix CFPC Sync

방법 2: 코드 복사 + 콘솔 붙여넣기

CFPC 검색 결과 페이지에서 F12 → Console → 붙여넣기 → Enter

사용 팁

CFPC에 매일 한 번 로그인 (세션 유지)
Date 범위는 "지난 sync 후 ~ 오늘"로 설정 권장
처음에 다 가져오려면 OR 옵션을 *로 설정 후 Search
Sync 후 토스트로 "N new cases added" 표시
이미 DB에 있는 PID는 자동 스킵 (중복 추가 안 됨)

⏰ Auto Notice Schedule

Auto-send 60-day notices

Sends reminder when case hits 60 days

Auto-send 90-day notices

Sends urgent notice at 90 days

Auto-send 120-day final notices

Sends final collection warning

Weekly report email

Every Monday at 8am

Auto follow-up on new cases

Creates follow-up when new case added

Gmail Address (for auto-send)

Check time (daily)

📊 Schedule Status

Next scheduled check runs when you open the app each day.

💡 For true background scheduling, connect to a server via Vercel cron jobs. Current mode: checks on app open.

🤖 Anthropic AI

API Key

Required for Claude AI features. Get key ↗

🗄️ Supabase

Project URL

Anon Key

📧 Gmail (for AI Agent)

From Email

Weekly Report Recipient

🎯 KPI Goals

📤 Export Data

Notices & Collections

Automated payment notices — 60 / 90 / 120+ days overdue

All Overdue 0

60 Day 0

90 Day 0

120+ Final 0

Sent 0

Days Overdue	Stage	Patient	Law Office	Account #	Clinic	Balance	Last Notice	Actions

🤖 AI Agent

Automated tasks — powered by Claude AI + Gmail

📧 Auto Notice Emails Ready

Automatically send 60/90/120-day notices to law offices via Gmail.

Your Gmail (From)

🔔 Auto Follow-up Scheduler Ready

Generate and schedule follow-ups for all active cases automatically.

⚠️ Collection Risk Analysis AI Powered

Claude AI analyzes all active cases and identifies high collection risk accounts.

MedixAI