Can we run the same billing rules at every CareStack location?

Yes. Set reminder timing, payment plan terms and posting rules once and apply them to every location, or set them per location where an office works differently. Anomalies are flagged per site, so a location that falls behind shows up early.

Does Atlas work across all our CareStack locations?

Yes. Atlas answers plain-English questions across every location, such as which office has the most patient balances over 90 days, and ranks the billing work so each manager starts with what is worth the most.

Does ScoutIQ replace CareStack?

No. CareStack keeps scheduling, charting and the clinical record. ScoutIQ works alongside it: payments land in CareStack on their own, and the front desk has nothing new to learn.

CareStack billing automation: Keep CareStack. Automate the money.

CareStack gives a growing group one cloud system across its locations. ScoutIQ gives it one billing operation: insurance posted at every location from each EOB, patient balances followed up on the same rules everywhere, and each location reconciled to the bank and the books.

Book a demo What syncs from CareStack

CareStack

ScoutIQ

Read from CareStack, continuously

Production and collections
Patient balances
Claims and statuses
Appointments
Provider metrics

Posted by ScoutIQ

Insurance payments and write-offs
Claim notes and statuses
Patient payments
Journal entries in QuickBooks, NetSuite or Sage Intacct

Every change logged, attributed and reversible

Does ScoutIQ integrate with CareStack?

Yes. ScoutIQ connects to CareStack, the cloud practice management system many growing groups and DSOs run, and reads every location’s production, collections, balances and claims as they change. Insurance payments post into CareStack claim by claim from each ERA and EOB, patient payments post to the CareStack ledger, and Atlas ranks the billing work across locations so a regional manager knows where to look first. Most groups are live in 48 hours.

What ScoutIQ syncs from CareStack

A continuous sync, not a nightly export, so reports and Atlas reflect today’s numbers. Results go back into the ledger your team already uses.

Production and collections: Gross production, adjustments and collections per provider, procedure and location, reconciled against each other.
Patient balances: Live balances and how long each has been owed, behind auto-collect, payment plans and follow-up.
Claims: Claim status and history, so EOB lines post to the right claim and denials have a home.
Appointments and schedule: Schedule and reappointment data for hygiene gaps and unscheduled treatment.
Provider metrics: Production and collections per provider, comparable across the team and across locations.
One model across systems: The same fields and the same meaning as every other supported PMS, so mixed groups read as one.

How the CareStack integration works

1
Connect
Guided onboarding links the PMS. Most practices and groups are live in 48 hours.
2
Map
Your data lands in one model, comparable across locations even when they run different systems.
3
Automate
Posting, patient follow-up, reconciliation and reporting run on your live PMS data.

One CareStack group, every location closed

A close per location
CareStack keeps every location in one system. ScoutIQ AI posts insurance and matches deposits location by location, so each office manager sees their own month close while the group reads one set of numbers.
Behind early, not at month end
Anomalies are flagged per site as they happen: a location whose balances over 90 days are growing, or whose deposits stopped matching, shows up in days rather than in the monthly review.
Ready for the next office
A new or acquired location joins the same posting and follow-up rules, on CareStack or on one of the other supported systems, and is usually live in 48 hours.

Made for multi-location CareStack groups

CareStack is popular with growing groups and DSOs, the teams that feel manual billing follow-up and month-end close the most, because every new office multiplies them. ScoutIQ sets collection rules once for every location, flags anomalies per site, and keeps CareStack offices on one model with any office the group runs on another system.

HIPAA compliant, BAA with every customer
Encrypted in transit and at rest
Every change logged and reversible
Nothing new to learn at the front desk
All 59 practice systems

CareStack integration FAQ

Yes. Set reminder timing, payment plan terms and posting rules once and apply them to every location, or set them per location where an office works differently. Anomalies are flagged per site, so a location that falls behind shows up early.
Yes. Atlas answers plain-English questions across every location, such as which office has the most patient balances over 90 days, and ranks the billing work so each manager starts with what is worth the most.
No. CareStack keeps scheduling, charting and the clinical record. ScoutIQ works alongside it: payments land in CareStack on their own, and the front desk has nothing new to learn.