Welcome & UI tour
Outcome
You can sign in, find your way around the billing-relevant parts of the app, and identify which left-nav entries you'll be touching daily.
Prerequisites
- Your tenant admin has invited you and assigned at least the
billing.charge.readandbilling.claim.readscopes. - You can reach the app at the URL your admin sent you (typically
https://[tenant].medsuite.com).
Sign in
Open the app URL. The login screen accepts your work email and password. SSO (SAML / OIDC) is supported when your tenant has it configured — the Sign in with SSO button appears in that case.
Pick your facility / billing entity. If you bill for more than one facility, the header shows a dropdown. The dropdown's selection is sticky across sessions but resets if the facility you used last has been deactivated.
The shell
| Region | What lives there |
|---|---|
| Header | Facility switcher, global search, alert bell (timely-filing, posting exceptions), profile menu, theme toggle. |
| Left nav | Collapsible groups: Dashboards, Charges, Claims, Receivables, Denials, AR, Statements, Reports, Admin. |
| Main body | The page you're on; tabs and toolbars live here. |
The left nav, billing-side only
The pages you'll actually touch:
| Group | Page | What it is |
|---|---|---|
| Dashboards | / | KPIs at a glance — see 8.1 — Billing dashboards. |
| Charges | /charges | Charges feed — see 2.2 — Charges worklist. |
| Claims | /claims | Every claim, every status. |
| Receivables | /receivables | The 835 inbox — see 4.1 — ERA inbox. |
| Denials | /denials | The denials worklist — see 5.1 — Denials worklist. |
| AR | /ar/aging, /ar/timely-filing | AR aging and timely-filing watch. |
| Statements | /patient-billing/statements | Patient statements (if your tenant has the patient-billing module on). |
| Reports | /reports | Drill-through, schedule, export. |
If any of these are missing, your role does not have the scope. Ask your tenant admin for access or see 9.1 — Glossary for the scope-name decoder.
Header essentials
| Control | Use |
|---|---|
Search (/ to focus) | Search by claim ID, payer claim control number, member ID, or X12 ICN. |
| Alert bell | Surface bell icon turns red when a timely-filing window crosses your tenant's alert threshold or a posting variance crosses the auto-flag threshold. |
| Theme toggle | Light / Dark / System. Sticky per user. |
| Me menu | Your profile, scope list, sign out. |
Keyboard shortcuts you'll use daily
| Keys | Action |
|---|---|
/ | Focus the global search box. |
g d | Go to Dashboard. |
g c | Go to Claims list. |
g r | Go to Receivables list. |
g n | Go to Denials worklist. |
? | Open the keyboard cheat-sheet. |
The full list is at 9.5 — Keyboard & accessibility.
Theme & accessibility
The app ships with light and dark themes (Me menu → Theme). Color is
never the only signal of state — every status has both a color and a
label. Focus states are visible; tab order matches the visual order. If
you find a page that breaks any of those, file an issue.
Where to next
- 1.2 — The billing pipeline — what each stage is actually doing.
- 1.3 — Day 1 as a billing clerk — your first-day playbook.