Meet the crew that does the legwork.
Each agent owns one area of the work, with a name and a face. They read, check, draft and follow up. A person on your team confirms every decision before it counts.
Seven specialists, grouped by where they work.
Four are on in every plan:
Scout,
Checker,
Auditor and
Guide. Three more are add-ons:
Collector,
Intake and
Staffer. Pick one to see what it is doing.
A day with the crew.
Sample day at a sample center. Every name below is made up for the demo; no real patient data is ever shown.
You stay in charge
Every agent has an off switch. Only the owner holds it.
The owner decides which agents each role gets. Switch one off and its work stops at the next step; nothing half-finished is sent. Every switch is recorded with who flipped it, when and why.
- They draft. Notes, appeals, packets and reminders arrive as drafts in your queue.
- A person confirms. Nothing counts until someone with the right seat says yes.
- They never send outside. No email, fax or claim leaves Confirmity on an agent's say-so.
- They never sign. Signatures belong to licensed people, always.
Try it: switch Collector or Intake off.
Sample log:
Dana Walsh turned on
Intake for Clients on Sep 30.
Put the crew on one payer first.
Bring one payer and one program. We show you what the crew would catch, and who on your team would confirm it.






