Stop Looking through Bank Statements by Hand

Instantly Locate Transactions Of Interest!

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WELCOME TO THE 21ST CENTURY!

By reading and analyzing financial statements, Medicaid Genius quickly identifies high value transactions, a task that would otherwise require hours of labor


FINANCIAL ANALYSIS

Upload bank statements and generate a synopsis of the most noteworthy transactions

DOCUMENT MANAGEMENT

Organize documents simply and intuitively with paperless storage

DIGITAL APPLICATION

With electronic versions of Medicaid application forms, you’ll never answer the same question twice




FINANCIAL LOOKBACK, REIMAGINED

By making all transactions sortable and searchable by dollar amount, date range and description, Medicaid Genius gives you an unparalleled perspective on your applicant’s financial history.

  • Automatically find all transactions over $500, $1000, or any value you define.
  • Identify missing statements, recurrent transactions, deposits over income, and transfers between accounts.
  • Detect all significant cash and check transactions and attach notes to explain them.
  • Instantly transcribe noteworthy transactions to a concise summary sheet.


DIGITAL APPLICATION, AUTOMATED

Paper forms are now a relic of the past. Enter your applicant's zip code, and the appropriate Medicaid forms will appear.

Autofill
Medicaid Genius auto-populates answers to redundant questions.

Field Validation
Minimize typographic errors. Medicaid Genius verifies that your data is entered correctly.


DOCUMENT MANAGEMENT, SIMPLIFIED

Convert mountains of papers into a convenient digital case file. Scan your documents and upload them to your secure repository.

  • Organize your case file as you see fit.
  • Set a template for future applications.
  • Navigate and cross-reference documents with ease.
  • Instantaneously retrieve documents from completed cases.


YOUR DATA, SECURED

At Medicaid Genius, we go to great lengths to protect your and your clients’ information. Medicaid Genius uses world-class security and encryption practices, the same methods used by banks and government institutions to protect private information. Data is encrypted so that even Medicaid Genius employees cannot view confidential information without cause.

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