Welcome & UI tour
Outcome
You can sign in, find your way around the app, and know which Day-1 page to open next based on your role.
Sign in
Your tenant has a unique URL — <your-org>.rcm.medsuite.com — and you sign
in there. Your tenant admin sent you an invite email with a one-time
password; you change it on first sign-in. Multi-factor authentication
(MFA) is required.
If you forgot your password, click Forgot password on the sign-in page;
the platform emails a reset link. The reset link expires in 1 hour.
What's on screen
Top bar
| Element | Purpose |
|---|---|
| Tenant logo | Click → home (your default dashboard view). |
Global search (Cmd/Ctrl + K) | Search members, claims, auths, denials by ID. |
| Profile menu | Sign out, theme toggle, change password, view your roles. |
| Notification bell | Unread issue / scheduled-email failure notifications. |
Left navigation
The nav groups by domain. Collapse a group with the chevron; the platform remembers your collapse state per device.
| Group | What's inside |
|---|---|
| Dashboard | Your default view + saved views. |
| Operations | Members, Encounters, Charges, Group Sessions. |
| Billing | Claims, Denials, Receivables, Ledger. |
| Coverage | Eligibility, Authorizations. |
| EVV | Visits, Exceptions, Compliance, Sources. |
| Tools | Reports, Issues, File Import Hub. |
| Configuration (tenant admin only) | Payers, Rules, Modifiers, Fee Schedules, Ingestion, EDI. |
Daily flow at a glance
You will spend most of your time on a focused slice of this flow — see the Day-1 pages below for what your slice looks like.
Pick your Day-1 page
| Role | Day-1 page |
|---|---|
| Tenant admin | 1.2 — Day 1 as a Tenant Admin |
| Billing clerk | 1.3 — Day 1 as a Billing Clerk |
| Clinician / supervisor | 1.4 — Day 1 as a Clinician / Supervisor |
| Operations analyst | 1.5 — Day 1 as an Operations Analyst |
Theme & preferences
| Setting | Where |
|---|---|
| Light / dark theme | Profile menu → toggle. The choice persists across sessions on this browser. |
| Notification preferences | Profile menu → Preferences. Pick which categories generate the bell badge. |
| Keyboard shortcuts | ? on any page; full reference at 8.4 — Keyboard & accessibility. |
Audit and PHI
The platform records every PHI access — opening a member, viewing a clinical document, exporting a report. This is a HIPAA requirement, not surveillance; details at 6.3 — Audit log lookup (HIPAA pulls).
Need help?
- Glossary — 8.1 for unfamiliar terms.
- Issues queue — 7.3 for reporting a problem the platform is showing.
- Your tenant admin — for access requests, missing scopes, password resets after lockout.
Next
Pick your Day-1 page from the table above.