Answers
Questions buyers ask about RCM software.
Browse by topic: the basics of MEDBIX, AI with a human approval gate, claims and denials, money and patient pay, then teams and access. Each answer matches the same language on our feature and solutions pages — including honest limits on EHR connections and certifications. If your question is missing, ask Bix or email us; a person replies within one business day. Prefer a live walkthrough with synthetic claim data? Book a demo and bring the same list.
01
The basics
Is MEDBIX an EHR?
No. MEDBIX is a revenue cycle and medical billing platform. It can take in billing-relevant data from EHRs, but it doesn't do clinical charting, prescriptions or labs.
Does the AI submit claims automatically?
No. AI agents suggest codes, explain scrub findings and propose denial fixes. A person on your team has to review and approve every claim before it goes to the clearinghouse.
Who can see our data?
Your billing company is the tenant. Practices under you are separated by permissions, and other billing companies can't see your data at all, because PostgreSQL row-level security enforces it.
Can a solo practice use it?
Yes. A solo practice onboards as its own tenant, with the provider or office manager as the tenant admin.
Which clearinghouse do you use?
Stedi, a modern JSON clearinghouse API, for eligibility (270/271), claims (837) and remittance (835).
Is there a doctor or patient clinical portal?
There's a patient billing portal for statements and payments. There's no clinical portal and no doctor clinical login, by design.
Do you connect to Epic, Cerner or athena?
Not yet. A FHIR ingest path exists today in demo form, and major EHR connections are on our roadmap. We'd rather tell you that now than surprise you later.
Are you HIPAA or SOC 2 certified?
MEDBIX is designed for PHI workloads, with tenant isolation, role-based access and an immutable audit log. We don't claim certifications we haven't completed; ask us for our current compliance documentation.
02
AI and approvals
Doesn't a review step slow us down?
It adds a click for the reviewer and removes the far slower work of chasing a bad claim after it's denied. Most teams batch reviews a few times a day.
Can a biller approve their own claim?
That depends on how you set roles. Many companies keep building and approving separate; smaller teams can let a supervisor do both.
Can we turn the gate off for trusted billers?
No. It's a deliberate design choice, not a preference.
Does it replace certified coders?
No. It's built to save coders time on the obvious parts so they can focus on the judgement calls.
Can we accept all suggestions at once?
No, on purpose. Each code is a separate decision.
Will it show CPT descriptions?
Code descriptor display can be subject to AMA licensing. We'll confirm what's licensed for your account.
What if the agent has nothing similar to learn from?
It falls back to general guidance and tells you that's what it's doing.
Can it learn from other companies?
Cross-company patterns are off unless there's explicit legal consent.
How do we trust it?
You see what it's based on, and you decide whether to apply it.
03
Claims and denials
Is the scrubber an AI model?
No. The scrubber is deterministic, so the same claim gives the same result every time. AI is only used to explain results when someone asks.
Can we add our own rules?
Payer intelligence can suggest new scrub rules from patterns it sees, and an admin approves or rejects each one before it takes effect.
What happens if we ignore a warning?
You can acknowledge it and move on. The acknowledgement is logged with your name, so there's no mystery later.
Can we see the original version?
Yes, the claim's history shows what was submitted before and what changed.
Does a correction need a new approval?
Always.
Can AI start a correction?
Denial intelligence can propose a change, but it only lands on the draft after a person accepts it.
How is priority decided?
The queue weighs factors like balance and status. We'll walk through the ordering on a demo.
Can billers only see their own practices?
Yes, billers can be scoped to specific client practices.
Does it handle appeals automatically?
No. Unsupervised appeals and auto-resubmission aren't part of MEDBIX.
04
Money and patients
How do we fix a wrong posting?
Add a correcting entry. The original stays visible, which is what auditors want to see.
Does posting update A/R?
Immediately.
Can AI post payments?
No. Posting is always a human action.
Which payment provider?
Stripe Checkout.
Can patients set up autopay?
Not yet. Recurring automatic charges are on the roadmap.
Where does the money go?
We'll go through payout setup during onboarding.
Is this TCPA compliant?
It's designed with TCPA in mind, including opt-out handling. Your own consent practices still matter, and we'll talk through them.
Can we test without sending real texts?
Yes, there's a mock mode for non-production use.
Can patients reply?
Replies like STOP are respected. It isn't a two-way chat channel.
05
Teams and access
Can a solo practice use MEDBIX?
Yes. They onboard as their own billing company tenant and act as the tenant admin.
Can practices log in themselves?
Practice staff can be users inside your company account with the right role.
Is data really separated?
Yes, by row-level security in PostgreSQL, not just by filters in the interface.
Can we create custom roles?
The four roles cover most teams. Tell us if your structure is different.
Is two-factor required?
It's available in settings; many companies make it policy.
Can doctors log in?
MEDBIX isn't a clinical tool, so there's no doctor clinical login. Providers are billing entities in the system.
How many client practices can we run?
Your company account holds as many client practices as you serve. We'll talk through your book during the demo.
Can our clients log in?
Practice staff can be added as users inside your company account, with roles and practice scoping.
Do we keep our own clearinghouse?
MEDBIX uses Stedi as its clearinghouse connection. We'll walk through what switching looks like for your payers.
Basics
Straight answers before the first sales call.
What MEDBIX is, who it's for, and how AI and approvals interact — without a pitch deck.
- Human approval is required
- Billing ops, not an EHR
- US clearinghouse path today
AI
What the machine does — and what it never does.
Suggest codes, explain scrub findings, interpret eligibility, propose denial fixes. Finalize money or coding? Never.
- Proposals stay visible
- Decisions stay human
- Activity feed for AI suggestions
Money
Posting, patients and collections questions.
How remittance posts, how pay links work, and how SMS reminders stay compliant with opt-outs.
- ERA in one ledger
- Stripe for checkout
- Twilio for reminders
Still stuck
Ask Bix, or write a person.
If your question isn't grouped here, the chat widget can help — or email us and a human replies within one business day.
- Bix in the corner
- Contact form for longer questions
- Security issues labelled clearly
Want to walk MEDBIX against your real claim mix?
Thirty minutes with sample data. We'll follow one claim through the gate, then talk about your payers, practices and where the rework hurts today.
Notes from the billing floor
Occasional, practical writing on denials, A/R and running a billing company. No spam, unsubscribe any time.