DOC 24 EnterprisesClient sign inA daily workspace for collection follow-ups, business receivables, and thirteen-week cash planning. Give each account a next action, keep the history, and review what changes. Use it with your team or pair it with DOC 24 financial operations support.
Access by approval with assisted onboarding. No patient data. No online charges.
Map Excel or CSV columns from invoice detail or customer aging summaries. Review signed credits and reconcile source totals before saving. Invoice detail supports individual invoices; summaries support account-level follow-ups.
Review due follow-ups, passed promise dates, disputes, and overdue balances. Save next actions, notes, and payment promises with activity history. Compare imports without treating missing or reduced balances as proof of payment.
Plan thirteen weeks of receipts, disbursements, and financing. Record supported cash actuals and freeze each review against its forecast version. Unknown actuals stay unknown, not zero.
Start with the operating model that fits your business. These are distinct purchase paths, not a requirement to buy consulting before using the software.
Your team maintains the data, updates forecasts, and acts on the results. Subscription pricing and access terms are agreed before activation.
Request software access →Add a separately scoped diagnostic, recurring review, or financial operations support. Deliverables, responsibilities, and fees are agreed in writing.
Discuss your scope →The initial release is for USD business receivables and non-patient financial summaries only. Do not upload patient names, medical records, claims, or identifiers. Patient-level workflows require a separate healthcare release and compliance review.
Refresh balances with complete exports from the same ledger. Imports are manual; there is no automatic accounting sync or customer email sending. XLSX and CSV reports support up to 2,000 mapped rows and 5 MB per file. Forecasts depend on your inputs and are not a guarantee of collections or liquidity. This product does not replace your accounting system, post journals, submit claims, or move money.