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CRMBridge.aiClaims and Revenue Cycle
Work claims, accounts receivable and transactions from one feed across every location and system.
The Challenge
Revenue cycle teams often work for many practices at once, each on a different system with its own reports. Before anyone can chase a claim, someone has to export and reconcile the data.
How CRMBridge Solves It
CRMBridge returns claims, transactions, insurance details and account aging in the same fields for every supported system, so your work queues and reports are built once.
Follow-up notes and supporting documents can be written back to the patient record, so the practice sees what your team did.
API Workflow
Authenticate
Connect to CRMBridge with your application credentials. Tokens are valid for 24 hours.
POST https://api.crmbridge.ai/v1/AuthPull claims
Read claims with their status and amounts, and the carriers behind them.
GET https://api.crmbridge.ai/v1/GetInsuranceClaims
GET https://api.crmbridge.ai/v1/GetInsuranceCompanies
Authorization: Bearer {token}Pull the ledger
Read transactions for a date range. Paging lets you load large practices in batches.
GET https://api.crmbridge.ai/v1/GetTransactions
Authorization: Bearer {token}Track receivables
Read outstanding balances by aging bucket to decide what to work first.
GET https://api.crmbridge.ai/v1/GetGuarantorAging
Authorization: Bearer {token}Write back your follow-up
File a note or attach a document to the patient record.
POST https://api.crmbridge.ai/v1/CreateNote
POST https://api.crmbridge.ai/v1/UploadDocument
Authorization: Bearer {token}Request and response fields for every endpoint are in the API docs.
Ready to Unify Your Claims Data?
Get started with CRMBridge APIs today. Explore the full documentation or create a free developer account.