Your first Margin Review, start to finish.
It is free. It is read-only. It runs in your own browser on an export you provide. Client and staff names are replaced with a coded reference locally before any analysis, and the findings are yours to keep whether or not we ever work together.
What happens, in order
- 01Pull a billing export from your EMREMR export guides, linked in this step
Use the export from your EMR for a recent closed period, ideally the last full month. Step-by-step guides for the four most common systems: WellSky at /wellsky-home-care-billing-export, AxisCare at /axiscare-home-care-billing-export, HHAeXchange at /hhaexchange-home-care-billing-export, and AlayaCare at /alayacare-home-care-billing-export. On a different EMR, any export that includes authorizations, visits with EVV timestamps, submitted claim lines, and remittances will work.
- 02Open the Margin Review in your browser/margin-review
Go to /margin-review and load the file you just exported. Nothing is uploaded to a server. The whole review runs on your machine.
- 03The tool replaces names with a coded reference locallyin-browser
Before a single check runs, client names, staff names, and Medicaid IDs are replaced with a coded reference unique to your agency in your browser session. If you close the tab, the mapping goes with it.
- 04It reconciles the four numbersauthorized vs delivered vs billed vs paid
For each visit, the review compares what the payer authorized, what caregivers delivered on EVV, what went out on the claim, and what actually came back on the remittance. The output is a list of specific records where those numbers disagree.
- 05You keep the findingsyours, either way
Export the findings, hand them to your billing team, work them yourself. If you want the same reconciliation running on every closed period going forward, that is Collect at $750 per branch per month. Cover, at $1,000 per branch per month, adds clawback exposure surfacing: care delivered past the approved authorization, EVV records that failed the aggregator, visits missing a signature, surfaced before a payer finds them.
What you need
- ›A recent closed-period billing export from your EMR, ideally the last full month. That is it.
- ›A modern browser on the machine you already use for billing work. No install, no account.
What Reeve will not do
- ›Does not write to your EMR. The tool is read-only in every sense: it does not create, edit, or delete a record in any upstream system, because no write path exists in the product.
- ›Does not file a claim, does not move money, does not touch your clearinghouse or your bank.
- ›Never invents a rate. Dollars come from the rate on your own export or the rate your own remittances actually paid most often. Where Reeve cannot find a rate in your data, findings are reported in hours, units, and record counts.
Plain answers, on the record.
Collect is money you never captured. Cover is money a payer can still take back.
Reeve reports the two separately and never adds them together, because only one of them is yours to go and get. The Margin Review reads both on your own export and costs nothing.
One pass over your own export, in your browser. The findings are yours to keep, with no obligation.
The recovery lane. Care you delivered and never billed, units short of what was authorized, lines paid under the published rate.
Everything in Collect, plus the exposure lane. Retired codes, authorizations at the end of their period, care delivered past what was approved.
Month to month, no annual contract. Read-only in every tier. Run the free review.
Start with your own closed-period export.
Open the Margin Review in your browser, load the file, and see where the four numbers disagree on your book.