Signing in as a finance manager opens Finance today first. The sidebar keeps the screens below one click away; what you can open is whatever your practice’s role for you allows.
/home/financeMoney in today and this month, what is owed and how old, denials and the day close/dayClose the day’s cash, cards and UPI against what was billed/revlensSee where revenue comes from and leaks/claimsTrack insurance claims from pre-auth to payment/denialsWork rejected claims to appeal and recovery/booksThe month’s money: collections and expenses/refund-lineGive refunds with reasons, approvals and datesRain is the assistant in every screen, by voice or text. These are requests the assistant is taught for this role. It reads only what you may read, and anything that changes a record comes back as a card you confirm.
What Rain prepares for a finance manager to confirm: create a to-do for yourself, a colleague or a team; mark one of your to-dos (or your team’s) done; approve a colleague’s petty-cash expense claim; reject a colleague’s expense claim, with the reason; approve a matched vendor invoice for payment.
Say “Brief me” for a spoken summary of your day. More in the Rain guide and on what each role says.