How users get an instant overview of their claims, revenue, and daily priorities at a glance.
The dashboard serves as the command center, giving users immediate visibility into what matters most: today's priorities, pending work, revenue status, and recent activity across the organization.
The dashboard is designed to answer key questions within seconds of logging in.
At-a-glance numbers showing total claims, active claims, pending invoices, and revenue for the current period.
AI-generated summary of today's priorities, upcoming deadlines, and items requiring attention.
Real-time stream of recent actions across the organization: new claims, status changes, payments received.
Summary of work completed but not yet invoiced. Click through to generate invoices for outstanding items.
Visual breakdown of claims in each status stage. Quickly identify bottlenecks in the workflow.
Highlighted warnings for invoices approaching or past payment deadlines (30/60/90 days).
Follow Dana as she starts her day with the ClaimCheck dashboard.
Dana opens ClaimCheck and is immediately presented with her personalized dashboard showing organization-wide metrics.
The AI briefing shows: "3 claims need follow-up today, 2 invoices are approaching 60 days, and Taylor completed the Evergreen Indemnity claim yesterday."
Dana notices unbilled work. She clicks to see the breakdown: 3 closed claims ready for final invoicing.
The feed shows overnight activity: Taylor logged 3 hours on a claim, and a payment was received from Summit Assurance.
The status chart reveals 12 claims in "First Contact Made" stage. Dana makes a mental note to check if any are stuck.
Dana clicks on the "Claims" navigation to dive deeper into the specific claims that need attention today.
Good morning, Dana!
A high-level view of the dashboard structure and information hierarchy.
Good morning! Here's your overview:
No more digging through spreadsheets or separate systems. Everything important is visible instantly.
See what your entire team is working on and identify bottlenecks before they become problems.
Unbilled work and aging invoices are always visible so nothing falls through the cracks.
Now that you understand the dashboard, see how users manage claims from creation to closure.