Opening a client: the relationship detail card

What it is

Every carrier, TPA, private-pay, and commercial relationship you work with has one detail card: a full-screen overlay that opens on top of the Clients list. It is the same shell used across Verinode (jobs, vendors, clients all share it), so the layout is a sticky title up top, a row of quick facts below it, hero actions on the right, and a set of tabs underneath for everything else Verinode knows about that relationship.

Think of it as the file on this client: how the relationship is going right now, what you have billed and collected from them, what your team thinks of them, and what to do next. Nothing here is invented. Every number traces back to a job, an invoice, a scorecard, or a rating you or your team entered, and Verinode reads it, it never creates a relationship or a number on your behalf.

Where to find it

Open Clients from the sidebar at iq.verinode.ai/clients. Clicking any client row, on the All Clients tab, the Health tab, the Pushback tab, or anywhere else a client name appears as a link, opens this detail card as an overlay. Closing it (the X, or the browser back action) returns you to wherever you were on the Clients page.

The card's title bar shows the client's logo (or a generated placeholder if no logo can be matched), the client's name, and directly under it a one-line stance: an eyebrow tag for the client type (Carrier, TPA, Private Pay, or Commercial) next to a colored stance pill, and a subtitle naming the single most important thing to do about this relationship right now, or Archived if the relationship is archived.

The tab set

Underneath the title bar sits a row of tabs. The card always shows the same tab set regardless of client type, so a private-pay client and a carrier both have a Pushback tab, for instance, it just explains that private-pay clients don't submit insurance supplements rather than disappearing. The tabs are:

• Overview, relationship facts, the satisfaction rating or peer-rating widget, and anything currently worth acting on. Covered in full below.
• Performance, the financial rollup: billed, collected, outstanding, collection rate, days to pay, approval rate, supplement win rate, and estimated margin where available. Covered in full below.
• Pushback, the denial cut on this carrier or TPA: what share of your submitted supplement dollars they deny, named line-item detail on what they cut, and a this-period-vs-before trend.
• SLA & Programs, carrier scorecard SLA compliance and cycle-time targets. Carries a number badge when metrics are failing or at risk.
• Jobs, every job on file with this client, filterable by category and status, with a click-through into the job's own detail card.
• Scorecards, the scorecard timeline Verinode has extracted from carrier/TPA scorecard documents you have forwarded or uploaded.
• Processes, the SOPs and workflows your team runs with this client, plus any process gaps against a carrier program's typical requirements.
• Intelligence, a two-bucket view of what your own data on this client shows versus what the anonymized operator network shows.

This article focuses on Overview and Performance, plus the hero actions and the satisfaction/rating surface that lives in Overview. The remaining tabs are deep enough to warrant their own articles; see Clients and carriers for how the relationship model fits together, and The decision workspace for how the "What To Act On" findings surfaced here turn into a plan.

Hero actions

Four actions sit in the title bar, top right. Which ones appear depends on the client type.

• Add data, appears only for carrier and TPA clients (private-pay and commercial relationships don't have a scorecard-style upload flow). Opens the same universal Add Data capture modal used everywhere in Verinode: upload a file, snap a photo, paste text, dictate by voice, or forward an email. Anything you add here is tagged to this specific client, so if the extraction's own name match comes back empty or wrong, the save still lands on this relationship instead of silently creating a duplicate client.
• Quick survey, opens a one-question survey to your team, pre-filled with a client-aware prompt ("How is the team finding work with [client]?" for a carrier or TPA). You can edit the question, choose the audience (everyone, leads, or hand-pick people), and pick email, SMS, or both before sending.
• Export, labeled Export, renders a branded PDF of the current view through your browser's print dialog. Use it to save or share a snapshot of the relationship.
• Archive / Restore, archiving asks you to confirm first: "Archive [client name]? It will be hidden from your active clients. Data is preserved." Confirming sets the relationship's status to archived; it drops out of your active client list, but every job, invoice, scorecard, and rating tied to it stays intact. The card then closes and returns you to the list. An archived client's title bar shows Restore instead, with its own confirmation ("Restore [client name]? It will reappear in your active client list."). Archiving is reversible at any time; nothing is deleted.

Overview: the relationship facts

The Overview tab opens with a What To Act On section, but only when there is something to act on: it lists any Verinode findings where this specific client is the subject, each with an action, an estimated gain, and what happens if you don't act. When there is nothing outstanding for this client, the section simply doesn't render, there is no "all clear" placeholder cluttering the page.

Below that sits the Relationship section, a single grouped list of facts:

| Row | What it shows | |---|---| | Type | Carrier, TPA, Private Pay, or Commercial | | Active jobs | Count of jobs currently open with this client | | Total jobs | Count of every job ever recorded with this client | | Avg cycle | Average days from job start to close with this client, or , if not enough jobs have closed to compute it | | Last job | When the most recent job with this client happened: Today, Yesterday, a day count ("14d ago"), a month count ("3mo ago"), or , if there is no job on file | | Scorecards | How many scorecards are on file for this client, with a subtitle reading None uploaded yet at zero, or N on file once you have at least one |

Active jobs, total jobs, and last job prefer the live figures pulled fresh when the card loads; if that fetch hasn't resolved yet they fall back to the same figures already shown on the Clients list, so the numbers never flicker to a dash while the page is loading.

Rating this relationship

What comes next depends on whether the client is a carrier/TPA or a private-pay/commercial account, because the two kinds of relationship get rated differently.

Carriers and TPAs get a Rate this carrier (or Rate this TPA) panel. It has two parts:

1. A read-only block of metrics pulled straight from your own job data, each tagged From your jobs so you never mistake it for something you have to fill in yourself. For carriers and TPAs alike this includes Payment speed (your own average days to pay, shown as "~28 days to pay," or "No job data yet"). Carriers also get Supplement approval (your own approval percentage, or "No job data yet" if you have no supplement history with them).
2. A set of subjective, labeled 1-to-5 ratings you or your team give directly. Each rating uses named anchors instead of bare stars, so a "4" means the same thing to every operator rating the same criterion. For a carrier: Scope fairness, Communication & response, and Estimate respect. For a TPA: Fee fairness, Scope & approval fairness, Communication & response, and Program requirement burden. Tap a level to select it; the level's plain-language description shows next to the criterion name once you have picked one, and Not rated shows until you have.

A caption above the panel explains where these ratings go: "Your ratings and job-derived metrics are anonymized and pooled with other operators to power this carrier's (or TPA's) peer score. Verinode never sells operator data." Hit Submit rating to save; the button reads Saved, thank you once it lands. If this carrier or TPA hasn't been matched to Verinode's network catalog yet, the panel is replaced with a note explaining it can't be peer-rated until that match exists.

Private-pay and commercial clients don't sit in a network catalog, so instead of the multi-criterion widget they get a single Satisfaction control: a plain 1-to-5 scale. Before you rate, the section carries a caption: "Your rating is anonymized and feeds this client's peer score." Once you pick a number, that caption is replaced by a data-dividend callout (see below).

The data-dividend callout

Immediately after you rate a private-pay or commercial client, a short note appears under the rating control, marked with a checkmark and the label Data dividend. It exists to make the reciprocity of contributing data concrete rather than abstract: instead of "thanks for the data," it names what your rating just joined.

• If a peer comparison already exists for this client, it reads: "Your rating joined [peer count] peers contributing intelligence on [client name]. The comparison above got sharper because of you."
• If no peer comparison exists yet, it reads: "Your rating starts a peer cohort on [client name]. As more operators contribute, your benchmark on this relationship gets sharper."

Either way it closes with the same line: "Verinode never sells raw operator data to carriers." That's not marketing filler, it's the actual commitment: your rating feeds an anonymized, pooled benchmark that other operators (and you, on other clients) can see, but the underlying data never goes back to the carrier or TPA it describes, and it is never sold. This is the mechanic behind Verinode's positioning as an independent data trust rather than a place that just collects your information.

Contacts

Carrier and TPA clients get a Contacts section at the bottom of Overview, an editable list of the people you work with on this relationship: name, role, email, phone. Tap an existing contact to edit it, or use the + Add contact row to add a new one. Private-pay and commercial clients don't get this section, since they aren't catalog entities the way carriers and TPAs are.

Performance: the financial rollup

The Performance tab is a single flat grid, Your Performance With This Client, laying out the money side of the relationship:

• Billed, total dollars billed to this client across every job on file.
• Collected, total dollars actually collected from this client.
• Outstanding, billed minus collected, floored at zero so a client who has overpaid or been credited never shows as a negative outstanding balance.
• Collection rate, the percentage of billed dollars you have actually collected. Shows , when there isn't enough billing history to compute it.
• Avg days to pay, the average number of days between billing and payment on jobs with this client. Shows , with no history.
• Approval rate, the share of what you estimated with this client that got approved, sourced from your own operator values on this relationship. A rate over 100% is labeled "over-approved" rather than shown as a raw percentage over one hundred, since that usually means supplements pushed the approved total past the original estimate. Shows , with no data.
• Supplement win rate, dollars approved divided by dollars submitted on supplements with this client. Shows , with no supplement history.
• Est. margin, only appears when Verinode has a job cost estimate on file for this client; shows the estimated margin percentage from that estimate.

Money figures use Verinode's standard abbreviation (for example "$42.3k" or "$1.2M"); a genuinely zero or unavailable figure always reads as , , never "$0," so you can tell "nothing billed yet" apart from "billed but rounds to zero."

Billed, collected, and days to pay prefer the live figures fetched when the card opens, falling back to the same numbers already shown on the client list if that fetch is still in flight, the same pattern as the Overview relationship facts.

Peer comparisons on billing, collection, and days-to-pay used to lead this tab directly. They now live in one place, the Intelligence tab's network bucket, so the same "you vs. peers on this specific carrier" comparison isn't repeated across three different surfaces of the card.

Best-practice example

You open a carrier from the All Clients tab because a Findings badge caught your eye. The title bar reads Carrier · Renegotiate, and the subtitle names the specific action. On Overview, What To Act On shows the linked finding driving that stance. The Relationship block shows 34 total jobs, 6 active, a 41-day average cycle, and last job "3d ago." You haven't rated this carrier yet, so the Rate this carrier panel shows "~52 days to pay, From your jobs" for payment speed and "88% approved" for supplement approval, both read-only, with the three peer-judgment criteria sitting empty at Not rated. You rate Communication & response a 2 ("Slow, hard to reach") and submit.

Flipping to Performance, you see $412k billed, $378k collected, a 92% collection rate, and 52 days to pay, consistent with what the rating panel already showed you. Supplement win rate sits at 71%. Nothing in Est. margin shows, because no job cost estimate exists yet for this client. With the numbers and the rating both on file, you use Add data to forward this carrier's latest scorecard email, which will populate the Scorecards tab and refresh these figures the next time the card loads.

Data sources