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OptimIQ Health

Confirmed. Covered. Documented. Coded. Paid. Defended.

One platform takes every patient from the first reminder to the audit file. Seven modules, one record, nothing typed twice. Use it yourself, or let our team run it inside your EHR.

Built by practicing physicians and revenue cycle veterans for clinics, FQHCs, hospitals, health plans, ACOs, and RCM companies.

The problem, in published numbers

Most lost revenue is decided before a claim goes out.

Industry figures from the sources named. They are not OptimIQ results.

Nearly 1 in 5

in-network claims were denied by HealthCare.gov insurers in 2023. Fewer than 1% were appealed.

KFF analysis of CMS transparency data, 2025
41%

of providers see denial rates of 10% or more, and 54% say denials are rising.

Experian Health, State of Claims 2025
39

prior authorizations per physician each week, about 13 hours of staff and physician time.

AMA 2024 Prior Authorization Physician Survey
100%

of 2026 Medicare Advantage risk scores use CMS-HCC V28, up from 67% in 2025.

CMS risk adjustment model phase-in
2.0The subscription

Every patient, on one screen.

Pay only for what you use. Start with the gap costing you the most, then switch on the next one when you are ready.

Build your subscription
3.0Revenue cycle management

Checked before the visit. Paid after it.

About half of denials start with missing or wrong data, and a third with authorizations (Experian Health, 2025). We fix both up front, code to the current code set, and work every denial to payment.

Revenue cycle management

Patient Access · eligibility, estimates, and intake, before the visit

Patient intake.

Pre-registration, demographics, and a No Surprises Act–compliant Good Faith Estimate land before the visit ever starts.

Intake checklist
  • Demographics captured
    Patient A · BCBS PPO · today 2:30p
    Done
  • Insurance card verified
    BCBS PPO 84120
    Done
  • Photo ID on file
    Driver’s license
    Done
  • Good Faith Estimate signed
    GFE delivered 2 days ago · NSA compliant
    Done
  • Financial counseling
    Optional · not requested
    Skipped

Illustrative example · not real patient data

3.1

Coverage and authorizations

Benefits, copays, and authorization needs confirmed before the patient arrives, with payer deadlines tracked.

3.2

Coding and charges

Coded from the signed note and checked before the claim goes out.

3.3

Denials and AR

Every denial sorted by cause and worked to payment, inside the appeal window.

4.0Value-based care and risk adjustment

Risk scores that hold up in an audit.

CMS plans to audit every eligible Medicare Advantage contract each year. We review charts before and after the visit and keep the supporting note with every code.

Value-based care and risk adjustment
Progress note

A1c 9.2%, up from 8.1% in December

Captured from this sentence, note p.1, DOS 03/14/2025. Added to the defense file.

Assessment & planE11.22 · MEAT 4 / 4
  • MA1c trend reviewed
  • ERetinal screen ordered
  • ADiabetes w/ CKD, stable
  • TMetformin dose adjusted
Signed, A. Reyes, MD · attested 03/14/2025. Signature verified: credentialed provider, acceptable specialty, attested within the payment year.
RADV packet · MRN 4471
Exported
6 pages · one click
  • Diabetes w/ CKDE11.22
  • Chronic diastolic HFI50.32
  • CKD stage 3aN18.31

Every code traced to source · RADV-ready packet on file

Sentence-level evidence

Every code links to the exact words in the note that support it

MEAT validation

Monitoring, evaluation, assessment, treatment, checked before submission

Signed & attested

Dated, signed notes with provider credentials verified

One-click RADV packet

A defensible export for any sampled member, assembled from the chart

Illustrative example · not real patient data

4.1

Before the visit

Suspected conditions flagged from notes, labs, and history, and coded only once the visit documents them.

4.2

Coded with evidence

Each HCC checked for MEAT support in the note, under V24 and V28.

4.3

Audit ready

Every code traceable to its page and date of service.

5.0Practice analytics and consulting

Know where you stand every month.

A named analyst reports collections, denials, AR, and payer trends each month, and our consultants put a dollar figure on each fix.

Practice analytics and consulting
Practice report · №47
Page 4 · Recommendations
  1. 01Verify eligibility at scheduling, not check-inAvoidable eligibility misses drove most denials this month. Front-desk workflow change, no new software.
  2. 02Rebalance Thursday afternoon schedulingNo-shows cluster at 2–4pm Thursdays. Confirmations there first.
  3. 03Appeal the UHC fee-schedule variancePaid rates ran under contract on two codes. Appeal drafted, needs your sign-off.
CPMA audit · findings by provider
Audit 1 of 2
ProviderFocusFindingAction
Provider AE/M levelsUndercoded 99213MDM education
Provider BModifier 25UnsupportedCorrective plan
Provider CHCC supportSupportedRe-audit in six months

Illustrative example · not real patient data · every figure traces to its claim

5.1

Monthly report

Collections, denials, days in AR, and payer performance, each figure traceable to the claim.

5.2

CPMA-certified audits

Coding, E/M, documentation, and billing reviewed twice a year at $2,000 per provider, per year.

5.3

Consulting

Denials, compliance, and workflow, with every recommendation sized in dollars.

6.0How we work

Measured against your numbers, not an average.

6.1

Baseline

We measure your denials, AR, and coding accuracy from your own claims and charts.

6.2

Connect

We plug into your EHR, clearinghouse, and payer portals. No second screen for your staff.

6.3

Run

Your team or ours works the queues. A person approves every finding.

6.4

Review

Each month: what moved, what it was worth, and what comes next.

8.0The platform

Works beside the EHR you already pay for.

Included with every subscription: the same connections, automation, and evidence trail behind each capability.

EHR & technology integrations

Connect to existing systems

API-friendly architecture

Build with open interfaces

Clearinghouse & payer connectivity

Coverage, claims and remittance workflows

Workflow automation & agents

Route routine work and human exceptions

Voice agents

Calls, follow-ups and handoffs

  • Epic
  • Oracle Health
  • athenahealth
  • eClinicalWorks
  • NextGen
  • Veradigm
  • Elation
  • AdvancedMD
  • DrChrono
  • Greenway
  • Practice Fusion
  • Office Ally

Interface support varies by edition · ask us about yours

9.0Questions, answered

Straight answers, with a source for each.

OptimIQ Health is a healthcare revenue cycle and risk adjustment company. It offers one subscription platform covering patient engagement, eligibility, visit preparation, care management, coding, revenue cycle, and risk adjustment on a single record, and managed services run by its own team: CPMA-certified audits, revenue cycle management, eligibility verification, medical coding, billing and AR, value-based care and risk adjustment, practice analytics and consulting, and clinic website design. It works inside the EHR a practice already uses, and a person reviews every finding before anything is filed.

Checked againstOptimIQ Health service catalog

Start where you lose the most.

Send us a recent batch of claims and remittances. We will show you where the money goes and what we would fix first.