Getting Started

This guide walks you through setting up NeuralRev for your organization, from initial account creation through processing your first encounter.

Account Setup

Creating Your Organization

When you first sign up for NeuralRev, you'll create a tenant — your top-level organization. This could be a healthcare group, billing company, or individual practice.

1. Complete the registration form with your organization details
2. Verify your email address via the confirmation link
3. Set up two-factor authentication (required for full access)
4. You'll be assigned as the tenant Admin with full permissions

Creating Workspaces

Workspaces provide isolated environments within your organization. Common patterns:

• Per-practice — One workspace per medical practice
• Per-department — Separate billing, coding, and collections teams
• Sandbox — A test workspace for training and validation

To create a workspace:

1. Navigate to Settings > Workspaces
2. Click Create Workspace
3. Provide a name and configure initial feature flags
4. The workspace is immediately available for use

Inviting Team Members

Invite colleagues to collaborate within your workspace:

1. Go to Settings > Members
2. Click Invite Member
3. Enter their email address and select a role:
   • Admin — Full access to all features and settings
   • Member — Standard RCM operations (patients, encounters, claims)
   • Viewer — Read-only access to dashboards and reports
4. The invitee receives an email with a secure invitation link

Configuring Master Data

Before processing encounters, set up your reference data.

Providers

Providers are the healthcare professionals who render services.

1. Navigate to Providers in the sidebar
2. Click Add Provider
3. Enter provider details:
   • Name, credentials, and specialty
   • NPI (National Provider Identifier)
   • Taxonomy codes
4. Save and activate the provider

Facilities

Facilities are the locations where services are rendered.

1. Navigate to Setup > Facilities
2. Click Add Facility
3. Enter facility details:
   • Name and address
   • Place of service code
   • Tax ID and NPI
4. Save and activate the facility

Payers

Payers are the insurance companies and payment sources.

1. Navigate to Billing & Coding > Payers
2. Click Add Payer
3. Enter payer information:
   • Name and payer ID
   • Clearinghouse identifiers
   • Contact information
4. Optionally, set up payer contracts with negotiated rates

Fee Schedules

Fee schedules define the standard charges for procedures.

1. Navigate to Billing & Coding > Fee Schedules
2. Click Create Fee Schedule
3. Add line items with CPT codes and associated charges
4. Link fee schedules to specific payers for contract-rate billing

Creating Your First Patient

1. Navigate to Patients in the sidebar
2. Click Add Patient
3. Enter demographics:
   • Name, date of birth, gender
   • Address and contact information
   • SSN (last 4 digits only)
4. Add insurance information:
   • Primary insurance (required for claims)
   • Secondary and tertiary insurance (optional)
   • Subscriber details and policy numbers
5. Save the patient record

Processing Your First Encounter

An encounter represents a patient visit and is the core unit of work in NeuralRev.

1. Navigate to Encounters and click New Encounter
2. Select the patient, provider, and facility
3. Follow the 7-step workflow:
   • Step 1: Run eligibility verification
   • Step 2: Check prior authorization requirements
   • Step 3: Confirm appointment details
   • Step 4: Capture charges (CPT/ICD codes)
   • Step 5: Create and validate the claim
   • Step 6: Submit the claim to the clearinghouse
   • Step 7: Process payment when remittance arrives

See the Core Features guide for detailed workflow documentation.

Enabling Features

NeuralRev uses feature flags to control which capabilities are available in each workspace. Admins can enable or disable features from Settings > Features:

Next Steps

• Core Features — Deep dive into the encounter workflow
• Security Practices — Configure 2FA, API keys, and access controls
• API Reference — Connect your EMR system