Workflow
AidFlow structures the billing process from readiness checks and visit capture through claim handling, responses, exceptions, payments, shortfalls and reporting.
Operational flow
Each stage gives billing teams a clearer view of what is ready, what is waiting, what failed and what still needs follow-up.
Prepare the information needed before billing work starts, including patient details, dependant information, medical aid membership details and provider-supported verification where enabled.
The goal is to reduce preventable billing issues before the claim is created.Capture the visit and billing details that will become the working source for the claim.
This gives the practice a cleaner handover between consultation, admin capture and billing follow-up.Create, submit and monitor claim records while keeping status changes visible to the team.
Provider-supported submission can be enabled according to integration availability, onboarding scope and applicable provider terms.Track responses, part-payments, rejected claims and items that need correction, reversal or additional follow-up.
The focus is not just whether a claim was sent, but what happened after it was sent.Allocate payments, identify what remains outstanding and surface shortfalls that may need patient or practice follow-up.
This helps billing teams separate paid work, unpaid work and follow-up work more clearly.Use reports and exports to review billed amounts, payments, outstanding balances, rejections, shortfalls and month-end activity.
The workflow should end with usable visibility, not another spreadsheet cleanup exercise.What changes operationally
AidFlow is designed to reduce the amount of billing work that gets buried in inboxes, spreadsheets and informal follow-up notes. The workflow keeps work grouped by stage so the next action is easier to see.
By the time billing reaches reporting, teams should be able to review what was billed, what was paid, what failed, what remains outstanding and what needs action.