Step 1 of 8
What Yeam does, and the file it needs
Yeam turns one export from your billing system into a ranked list of denials, and drafts the right document for each one.
What Yeam does
- Reads an export file from your billing system. There is nothing to install or connect.
- Puts every denial in one list, most urgent first.
- Tells you what each denial needs: a corrected claim, a reprocessing request or an appeal.
- Drafts that document for you to check, edit and send.
- Keeps the record: how you sent it, when, the confirmation number, and what the payer decided.
- Shows how each payer treats you: denial rate, days to pay and what they deny most.
Yeam never sends anything to a payer. You send every document yourself, the way you do today.
The one file it needs
An A/R or all-claims report from your billing system: every claim in a date range, paid, unpaid and denied, one row per claim. A few months is enough to start.
That one file does two jobs. The paid and unpaid claims give you collection rates, A/R aging and a real denial rate. The denied claims that carry a reason code go onto your worklist with one click.
- Billed amount
- Do you need it?: Required
- What it is for: Every dollar figure
- A date: service, submitted or paid
- Do you need it?: Required, at least one
- What it is for: Deadlines and aging
- Reason code, like
CO-50 - Do you need it?: Needed for the worklist
- What it is for: Deciding what each denial needs
- Claim status (Paid, Denied, Pending)
- Do you need it?: Strongly recommended
- What it is for: Without it, Yeam estimates status from the amounts
- Claim number
- Do you need it?: Recommended
- What it is for: Keeping your work with the claim, month after month
- Payer
- Do you need it?: Recommended
- What it is for: Deadlines and the payer scorecard
- Allowed and paid amounts
- Do you need it?: Recommended
- What it is for: Collection rates and days to pay
- CPT and ICD-10 codes
- Do you need it?: Recommended
- What it is for: Code checks
| Column | Do you need it? | What it is for |
|---|---|---|
| Billed amount | Required | Every dollar figure |
| A date: service, submitted or paid | Required, at least one | Deadlines and aging |
Reason code, like CO-50 | Needed for the worklist | Deciding what each denial needs |
| Claim status (Paid, Denied, Pending) | Strongly recommended | Without it, Yeam estimates status from the amounts |
| Claim number | Recommended | Keeping your work with the claim, month after month |
| Payer | Recommended | Deadlines and the payer scorecard |
| Allowed and paid amounts | Recommended | Collection rates and days to pay |
| CPT and ICD-10 codes | Recommended | Code checks |
Column names do not have to match exactly. Yeam recognizes common names like DOS, Charge Amount or Payor, and you can fix any match before you save. Upload shows how.
Patient columns can stay in
You do not need to delete patient name, member ID or date of birth. Yeam skips those columns when it reads the file, never stores them, and lists them back to you so you can see it happened.
Only have a denials report?
That works too. It needs a reason code and a billed amount on every row. You get the worklist, but no denial rate or collection numbers, because a denials report has nothing to compare against.
File basics
- A .csv or .xlsx file. In a workbook, Yeam reads the first sheet.
- Column names in the first row. Delete any title or date lines above them.
- Under 5,000 rows and about 4 MB. If yours is bigger, export a shorter date range.
- Dates as month/day/year (03/14/2026) or year-month-day (2026-03-14).
Follow along with the practice file
Every page in these docs uses the same made-up export from a pretend Texas outpatient practice: 1,200 claims across 11 payers, 101 of them denied. Every patient in it is invented. It has patient name, member ID and date of birth columns on purpose, so you can watch Yeam refuse them.
Download the practice file (CSV, 180 KB). Its dates move up to today each time you download it, so the filing deadlines inside it are always live.
Real claims come later