AIMS · Web · Biller Portal Review

Biller Walkthrough — v0.1

v0.1 · spine
Static · review only
Updated April 27, 2026

This is a navigable wireframe of the AIMS Biller Portal — the web surface where your billing team triages cases produced by the iPad/iPhone clinical app, resolves edits, and releases clean claims into Christy's RCM system. Click through the walkthrough to demo every page; mark anything that should change with the Bug Catcher widget (bottom-right of every screen).

what this isScope of v0.1

AIMS stops at producing the data. The Biller Portal is the web UI your team uses to review what came out of the OR (Stage 5), work the exception queues (Orphan Cases, Late Completion, Needs Remediation), and stage cases for 837P submission. Claim submission, the 999/277CA/835 lifecycle, and remediation routing live in Christy's existing RCM system — they're shown here only as outbound and inbound surfaces.

The walkthrough is a single self-contained HTML file. Sidebar navigation persists across reloads (localStorage). Every page renders against the locked field list in the appendix.

Primary review workflows
ADaily review (default)

The 90% path — open My Worklist, work cases top-down, drill into a case, return either a clean release or an RTP back to the provider.

My Worklist → Case Detail → Release / RTP
BException triage

Cases that fail upstream gates surface as their own queues. Each is a distinct workflow with its own remediation pattern.

Orphan · Late Completion · Needs Remediation
CRTP follow-up

Cases sent back to a provider sit in a separate queue with reason codes. When the provider returns the corrected chart, it lands back in My Worklist.

Sent Back to Provider → Worklist
DClaim lifecycle

Once a case is released, the Submission Queue stages 837P batches and the Submitted ledger tracks every claim through its 277CA / 835 outcome.

Submission Queue → Submitted → Rejected / Denied (loop back)
EAnalytics

Three boards: Billing Overview (volume + dollars), Claim Edits (NCCI + payer rules), RCM Productivity (per-team-member throughput). Read-only.

Overview · Edits · Productivity
FSettings

Workspace configuration. Top-bar gear icon — replaces the main pane while preserving sidebar context. Esc closes.

Topbar gear icon
Pages
Walkthrough interactive

Full Biller Portal IA — all 14 pages wired with realistic mock data. Sidebar nav, Worklist, Case Detail, every exception queue, the Submission lifecycle, and the analytics trio.

walkthrough.html  ·  best on desktop (≥ 1280px); mobile zooms-to-fit
Source-of-Truth Appendix reference

The locked field list — every billing-required, optional, calculated, and system-generated field, mapped to the case tab where it's captured (Med Hx · Pre-op · Intra-op · Post-op). Annotate inline.

appendix.html

How to request a revision

  1. On any page (this hub, the walkthrough, or the appendix), click the Bug Catcher button in the bottom-right corner.
  2. Choose Box to draw a rectangle around the area, or Pin to drop a single marker on a specific element.
  3. Type your feedback into the single text field — the first 80 characters become the ticket title and any overflow flows into the description automatically. No need to write two separate pieces.
  4. Submit. The widget captures the annotated screenshot, files a ticket in Dasher tagged project: aims2 · source: biller-review, and you'll see it appear on dashboard.k2oc.xyz.
For workflow-level feedback (e.g., "the whole exception triage path should change"), file one ticket on the hub describing the workflow rather than pinning every page individually. For field-level feedback on the source of truth, use the appendix — annotations there are tied to the field by name and tab.
Walkthrough is a single self-contained HTML — assets are inlined and decoded at runtime via blob URLs. Sidebar navigation persists across reloads via localStorage; clear via the top-bar Sign Out.