TrueClaims — Workers' comp IME & claims operations
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Workers' comp IME & claims operations

Running a national claims operation since 2003. Now it can be yours.

Referral in, report back, invoice out, payment matched.
TrueClaims has run a national workers' comp IME operation every day since 2003.

Book a demo See what it covers ↓
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CASE FILE
CASE #41-2708 {{ heroStatus }}
J. Rivera · IME — Orthopedic
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▼ scroll — follow this case through the whole system
At a glance

One system. One case. Nothing retyped.

Referral In through the adjuster portal, records attached.
Scheduling Providers credentialed for the claim’s jurisdiction.
Records & documents Everything on the case, uploads logged, letters tracked.
Reports In through the provider portal, adjuster notified.
Invoicing One click, fees pulled from your schedule.
Payment & recon Remittances match themselves, books stay in sync.
Faster turnaround
Fewer hand-offs and less chasing. When a step finishes, the next one is already moving.
Nothing hidden
Every action writes to the audit log — who did what, and when. Same view for everyone.
Bends to your process
Saved views, column presets and named queues per role. What it can’t bend, we build.
Running daily since 2003
Not a demo build. This software runs a national claims operation every working day.
End to end
referral to payment, one system
Configurable
saved views, presets, queues per role
Secure
2FA, granular roles, login logging
Audited
every action logged: who, what, when
Why trust it
"Every feature in TrueClaims exists because someone who works claims asked for it."

TrueClaims has run the daily operations of a national U.S. claims-services company since 2003: intake, scheduling, correspondence, billing, collections. We built it with the coordinators, schedulers and billers who use it every day. Now we're opening it up to more companies like theirs.

2003
running a national claims operation daily since
1 team
the people who built it answer your questions
0 layers
no sales team between you and the builders

The newest module is a built-in sales CRM — leads, follow-ups, pipeline — built the same way everything else was: with the people who use it.

TrueClaims — case workspace, live production screen
Full TrueClaims application screen: navigation sidebar, case toolbar and appointment record
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One claim, start to finish

Follow one case, start to finish.

The same case, moving the way it moves every day. Watch the audit log fill in — every step leaves a line.

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01 · Referral

The referral arrives with its records already attached.

The adjuster submits it through the portal: details, case type, records, all in one screen. It lands in your intake queue as a case, not an email someone has to retype.

adjuster & client portal · drag-drop records upload · intake queue
02 · Accept

Staff accept it. Claimant matched, files attached.

A short wizard: match or create the claimant, commit the files, done. The referral is now a numbered case with deadlines the system tracks for you — IME, re-exam, record review, peer review, radiology review, bill review or FCE.

duplicate detection · linked cases · report-due and cancel-by deadlines
TrueClaims — case record
TrueClaims case screen: claimant, tasks, assigned users, case type, service type, listing status and provider fields
actual product screen
Along the way a quick detour — keep scrolling
1 / 3
Credentialing, off the spreadsheet

Licenses, board certifications, state authorization numbers, document renewals — tracked per provider, per jurisdiction. You only book providers licensed where the claim lives.

renewals · restrictions · languages · national DB checks
2 / 3
Linked cases

A re-exam or records review stays connected to its original case. On the record, not in someone's memory.

re-exams · records reviews · related claims
3 / 3
Conflict of interest, tracked

Report a conflict right from the case and it lands in a dedicated monitoring queue — handled before it becomes a problem in litigation.

flagged on the case · monitored in its own queue
↩ back to the claim
03 · Schedule

The scheduling wizard books provider, location, date and time.

Interpreter, transportation, rush handling, telephonic details: all fields on the case, filled in while you book. Provider licensing is tracked per jurisdiction, so you only book providers licensed where the claim lives. Reschedules keep their history, so you always know what moved and why.

provider licensing by jurisdiction · provider & admin calendars · Outlook and Google sync · reschedule chains
TrueClaims — scheduling
TrueClaims scheduling fields: exam date and time, report due by, schedule-by window and deadline dates
actual product screen
04 · Remind

Reminders go out. Outcomes come back onto the case.

Appointment lists go out to your reminder-call vendor and the results come straight back onto the case: confirmed, no answer, refused. A failed reach creates its own follow-up task. Letters print in batches, barcoded and tracked to delivery.

reminder calls · letter batches · proof-of-delivery mail tracking
Along the way a quick detour — keep scrolling
1 / 3
Reminder calls, closed loop

Appointment lists go to your call vendor; confirmed, no answer, refused come back as notes on the case. A failed reach creates its own follow-up task.

export out · outcomes in · tasks auto-created
2 / 3
Event notifications

Report in, appointment moved, case cancelled: the right people get emailed the moment it happens, adjusters included.

email today · SMS on the roadmap
3 / 3
Deadlines, tracked

Report-due, cancel-by and schedule-by windows sit on every case, and the queues surface whatever's about to slip.

no more wall calendars
↩ back to the claim
05 · Exam day

Attended or not — the system knows what happens next.

This one showed up. When a claimant doesn't, no-shows get their own workflow: verification, affidavits, fees, and a queue to work them down. No chasing from memory.

no-show verification queue · affidavits · no-show and re-exam fees
06 · Report

The provider uploads the report through their own portal.

No hunting through email attachments. Ever. The report lands on the case, the adjuster gets notified the moment it's in, and the upload is logged like everything else here.

provider portal · awaiting-report queue · event-driven notifications
Along the way a quick detour — keep scrolling
1 / 3
The audit log

Every action on the case, who did it and when, sits behind the Audit Log button on every screen. Same trail that's filling in beside this page.

on every case toolbar
2 / 3
Proof-of-delivery mail tracking

Letters go out barcoded and land in a full mail log, tracked to delivery. When someone claims they were never notified, you have the receipt.

barcoded · logged · tracked to delivery
3 / 3
Interpreter & transportation

Language, transport and telephonic exams are fields on the case, coordinated while you book — so the claimant actually gets there, and can actually communicate.

interpreter with language · transport · telephonic exams
↩ back to the claim
07 · Invoice

One click generates the invoice. Bulk works too.

Fees come from the schedule you set per provider, location and case type, with prepays, no-show fees and extras included. The PDF goes out. Unbilled work sits in its own queue so nothing slips.

single and bulk invoicing · fee schedules · prepay management · unbilled queue
TrueClaims — invoicing
TrueClaims invoicing fields: invoice total, doctor fee, admin fee, costs, billed fees, billing date and invoice number
actual product screen
08 · File the claim

The claim files itself — electronically, through a clearinghouse.

Acknowledgments and responses come back and post to the case on their own — so you know a claim was accepted without calling anyone. As states keep adding e-billing mandates, you're already covered: this has been filing WC claims for years.

837P generation · TA1 / 999 / 277 response processing · full submission audit trail
09 · Get paid

The 835 comes back and the payment applies itself.

Remittances match to invoices on their own. Split checks, partial payments and unpaid queues are all handled, and the numbers sync into Business Central so finance never types anything twice.

auto payment application · payment matching · Accounting sync
TrueClaims — invoice payments
TrueClaims invoice payments grid: amount, remaining amount, original amount, check number, date posted, payment method
actual product screen
Case closed.
want to watch it run on your cases?
Book a demo
PIPELINE
CASE #41-2708 {{ status }}
J. Rivera · IME — Orthopedic
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Audit log
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Three ways in

Adjuster and provider portals, included.

Most operations this size run the edges of their process over phone and email. TrueClaims gives each side its own portal — and for the adjusters and TPAs who send you work, that portal is a reason to pick you.

Adjuster portal

Their favorite IME vendor.

Adjusters submit referrals with records attached, follow case status live, and get reports and invoices the moment they land — no calls, no chasing. Being the easy vendor to work with is how you stay the one they call.

Provider portal

Today's work, one screen.

Today's appointments, open cases, an awaiting-report queue, document upload, their patient list. Reports come in through the portal and land on the right case.

Staff workspace

The operations side.

Intake, scheduling, correspondence, billing and collections each get their own queue, so people open the system and see their work — not everyone else's.

Configurable work queues

Every shop works differently. TrueClaims bends to your process — and what it can't bend, we build.

Every grid takes advanced filters, your own column presets and saved views — filter by jurisdiction, case type, adjuster, anything on the case. Any view becomes a named entry point for a role or a person, so people land on their work instead of hunting for it. And when you need something configuration can't reach — a workflow built to your process, an integration to a system we don't carry yet — we build it for you. We're the developers, not resellers.

To Be Scheduled Awaiting Report Verify Final No-Shows Unbilled Unpaid 30+ 12 + New queue
TrueClaims action toolbar: Save, Delete, Audit Log, Upload MR, Print/Email, View TBS Listing, Add Listing, Reschedule, Bill Listing, Report Conflict, Denial
action row — actual TrueClaims toolbar
Case #ClaimantTypeDeadline
#41-2712M. OkonkwoIME · NeurologySep 12
#41-2698T. AlvarezRecords reviewSep 10 · due
#41-2731R. ChenIME · OrthopedicSep 15
Where scheduling tools stop

TrueClaims bills, collects and reconciles.

The exam is the middle of your business. The money is the end of it — and it's handled in the same system, on the same case.

WC e-billing, built in

Workers' comp claims file through a clearinghouse and responses post back on their own — state e-billing mandates handled. (837P, for the EDI folks.)

Payments that apply themselves

Remittances (835s) match and apply on their own. Split checks, partials and remaining balances tracked.

Fee schedules & prepays

Flat, per-unit or percentage — per provider, location and case type, with no-show and re-exam fees. Whatever your contracts look like, the schedule holds them.

Bill review workflow

Batch bill upload, encrypted transfer to your review vendor, automated returns, EOR inbox and adjuster delivery.

Accounting sync

Invoices and payments flow straight into your finance system, so nobody re-keys anything. Business Central runs in production today; we build the integration for whatever you run.

No integration? No problem.

Billing and payment Excels import straight in — for systems we don't connect to yet, or for migrating your history when you move to TrueClaims.

INV-8841 · IME — Orthopedic$1,850.00
835 payment · check #20441−$1,850.00
BALANCE$0.00 · reconciled ✓
how every case should end
TrueClaims — prepay & payment terms
TrueClaims prepay screen: payment terms, prepay fee and check number, mailing date, prepay return and refund fields
actual product screen — prepay management
Applied AI · founding partner pilots

Claims experience first. AI second.

Three focused tools aimed at problems claims teams deal with every day. They work around the system you already run, and we're picking a handful of founding partners to build them with.

Recovery AI

Find the money hiding in claims.

Reads historical or active claims for subrogation and recovery opportunities, names the parties who may be responsible, and shows the evidence behind every flag.

one-time scan or continuous screening
Claims Copilot

Ask a claim anything.

"Why is this claim still open?" Plain language in, a straight answer out — with the pages it came from, so you can check it yourself.

summaries · timelines · what's missing · next actions
Intake AI

From accident to structured claim.

Phone, voice, web, email, forms, documents, photos — one front door. It pulls out the facts, spots what's missing, asks the follow-up questions and routes the case.

capture more · miss less · move faster
Ask about a pilot work with the builders · influence what gets built · no long commitment to start
On the roadmap

What we're building next.

Ask us for timelines at the booth.

Roadmap

Smart scheduling

Groups pending exams by jurisdiction, specialty and travel radius, then suggests providers already headed that way. The confirmation back-and-forth gets tracked, and denied dates are remembered.

Roadmap

Documents workspace

A faster way to read and organize case documents, plus a safe way to hand a file set to someone outside the system — an attorney, a carrier — without email attachments.

Roadmap

Mobile companion app

Push notifications for cancellations and changes, with acknowledgment receipts so you know who saw what.

Roadmap

Letter template editor

Build and edit your own letters in the app — merge fields, your layout, no developer and no waiting on us.

Roadmap

Workflows you define

Build your own steps, triggers and hand-offs in the app — the parts of your process that today we'd write for you.

Roadmap

Custom forms you build

Add any field you need, anywhere you need it, and wire it into your own workflows — no ticket, no release.

True Software logo
Talk to us

You're talking to the team who built it. No pitch, just tell us where it hurts.

Bring your messiest scheduling week or your ugliest billing backlog. If TrueClaims can't handle it, we'll tell you. If it can, we'll show you on screen, not on a slide.

Book a demo
WCI 2026 · Orlando World Center Marriott · Aug 23–26 · Booth {{ booth }} — come say hi in person.