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Billing configuration, client payments, and insurance eligibility/claims workflows.

Billing and Revenue Cycle Management (RCM)

How to document travel and submit it for payment

Bill for travel time

How encounters turn into billable services, the configuration layer that drives it.

Service Rules: Connecting Clinical and Billing

Move select service line items from a claim and resubmit them on a new claim

Splitting Services from One Claim to Another

How to generate claims and what to do with claims after you've generated them.

Claims: Creation, Submission & Troubleshooting

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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