Product tour · synthetic data · no account required

See what this month can support — from today’s work to review.

Engagement and claims tools stop at the encounter. This tour is the month they leave behind: what happened, what is held, and what still needs a person. Every example is synthetic. Coding and claims stay with you.

OperationsHow does the work run?Clinical + complianceWhere is risk controlled?Finance + billingWhat supports a claim?Payer + networkWhat is truly reconciled?

Current Kept Count console: This month follow-through queue with named owners and the month chain — Current product · This month · synthetic demo · no patient data

Illustrative photograph of today’s care-management work at a kitchen table between visits. Not Kept Count staff, customers, or patients.

A clinician and an older patient in conversation on a couch during an illustrative visit — Illustrative photography · Vitaly Gariev / Unsplash

Who the tour is for

Every step below traces back to a conversation like this one.

The panel scanner, the enrollment record, the monthly worklist, and the exception queue exist to keep that conversation—and the follow-through after it—from getting lost between systems.

Step 01
Panel intelligence
Find the patients worth reviewing—not a list to bill.
The scanner organizes eligibility signals, care gaps, program conflicts, QMB evidence, and missing facts into a reviewable opportunity map.
Buyer question
Who appears eligible, and what still needs verification?
Authority retained
Your team confirms patient facts, program fit, and exclusions before outreach.
Kept Count · the month
Synthetic operating view
Panel scanner · synthetic demo · no patient data
Step 02
Enrollment
Make consent and patient choice visible before work begins.
Enrollment records the outreach result, consent method, effective date, assigned team, and unresolved requirements in one traceable handoff.
Buyer question
Can we prove why this patient entered the program?
Authority retained
Approved scripts, consent policy, and enrollment decisions remain practice-controlled.
Kept Count · the month
Synthetic operating view
Enrollment review · synthetic demo · no patient data
Step 03
Monthly care
Run the required care operation—not a 20-minute stopwatch.
Navigators work from a ranked day, a week calendar, and follow-through that is not a claim. Recount prepares the person from the chart and can draft Goal, Barrier, Action, and Result after the contact — a person still saves the note.
Buyer question
What does this patient need next, and who owns it?
Authority retained
The practice defines the care model, documentation standard, and clinical boundaries. Recount cannot write the ledger.
Kept Count · the month
Synthetic operating view
Today’s worklist · synthetic demo · no patient data
Step 04
Clinical supervision
Move exceptions to the right person before they become risk.
Clinical needs, missing evidence, conflicting records, and out-of-scope requests are routed with context, urgency, and a named owner.
Buyer question
What needs clinical judgment or leadership attention?
Authority retained
Licensed staff retain clinical judgment, escalation authority, and final resolution.
Kept Count · the month
Synthetic operating view
Exception queue · synthetic demo · no patient data
Step 05
Safeguards
Stop unsupported work from quietly becoming a claim.
Consent, patient facts, QMB status, configured program conflicts, service evidence, and review decisions stay visible before release.
Buyer question
What is supported, what is withheld, and why?
Authority retained
Compliance, coding, correction, and overpayment processes remain with the responsible organization.
Kept Count · the month
Synthetic operating view
Release safeguards · synthetic demo · no patient data
Step 06
Billing evidence
Give the Billing Department a review-ready packet, not a black box.
The packet assembles the monthly operating evidence, exceptions, review history, and reason codes needed for the practice’s final billing decision.
Buyer question
Can the Billing Department trace the support for every proposed line?
Authority retained
The practice and its Billing Department or designated RCM reviewer retain final coding and claims-submission authority.
Kept Count · the month
Synthetic operating view
Evidence packet · synthetic demo · no patient data
Step 07
Monthly close
Keep operations, invoicing, and cash in their own lanes.
The operating close keeps contracted capacity, activated sites, covered lives, completed monthly services, invoices issued, payment status, outcomes, and cash collected distinct. Finance-controlled states come from accounting sources—not a patient record.
Buyer question
Which counts are operational, which are financial, and where does each authoritative number come from?
Authority retained
Contract acceptance, invoice approval, payment confirmation, and finance corrections remain with the responsible organizations.
Kept Count · the month
Synthetic operating view
Illustrative operating close · synthetic demo · no patient data

From product tour to operating plan

Now map this workflow to your practice.

The readiness brief captures your panel, team, EHR handoffs, supervision, billing workflow, and preferred operating model. It is a planning tool—not a revenue, compliance, or enrollment guarantee.

Build my readiness brief Provisioned team sign in

Your EHR remains the clinical system of record.

Software supports controls; it does not certify compliance.

The Billing Department or designated RCM reviewer makes the final claim decision.

See what this month can support — from today’s work to review.

Every step below traces back to a conversation like this one.

Find the patients worth reviewing—not a list to bill.

Make consent and patient choice visible before work begins.

Run the required care operation—not a 20-minute stopwatch.

Move exceptions to the right person before they become risk.

Stop unsupported work from quietly becoming a claim.

Give the Billing Department a review-ready packet, not a black box.

Keep operations, invoicing, and cash in their own lanes.

Now map this workflow to your practice.