Every video
80 videos, 10 min 38 sec in all, grouped by the feature each one shows. Each opens on its guide, with the written steps and the narration beside it.
- Sign out
- Owner onboarding (roles, bundles, confirm)
- Member onboarding (roles, confirm)
- Top navigation tabs
- Priority signal and stat rail
- Role & focus
- Display preferences
- Profile & preferences, Account tab
- Rates board
- Board filters (State, Product category, Payer, vs Medicare)
- Sort and row density
- Code page header, filters and Benchmark block
- Code page play-by-play
- Analysis Box plot and Violin
- Product Category tab
- Analysis Geo map
- Data-currency chip
- Code Hub, public Glossary and payer pages
- Ask a question
- Home question box and starter chips
- Code page payer table
- Chat start desk
- Direct answer block
- Payer range chart and table
- Follow-ups and Refine chips
- Save insight
- Conversation header (visibility, Save to research)
- Share an answer
- Conversations rail
- Locked answers and Not in your bundles
- Catalog search and facets
- Open in chat and Fill in
- Generate brief (flagship questions)
- Saved tab (briefs and saved conversations)
- Brief page
- Brief share links
- Comments on a brief
- Brief export and print view
- + Monitor and + Bookmark drafts
- Monitors tab
- Sources tab
- News tab, stat rail and views
- Policy & industry feed
- News filters and paging
- Open, Snoozed and Done triage
- Save as brief
- Round 2028 tab
- Watch a code (bell) and the Watching toggle
- Per-row alert threshold
- Rate movement threshold and row thresholds
- Rate alerts bell
- Rate movements (your rate alerts)
- Team page
- Invitations (create, copy, resend, revoke)
- Remove a member
- Rename the organization
- First checkout and return
- Code bundle cards
- Codes unlocked count
- Not in your bundles lock lines
- Locks and upgrade links
- Resources menu (the knowledgebase entry point)
- App footer
Sign out
| Video | Answers | Length |
|---|---|---|
| Sign out | How do I sign in, sign up or sign out? | 7 sec |
Owner onboarding (roles, bundles, confirm)
| Video | Answers | Length |
|---|---|---|
| Choose your roles | How do I set up my workspace the first time? | 9 sec |
| Pick code bundles and a billing term | How do I set up my workspace the first time? | 8 sec |
| Finish setup and check out | How do I set up my workspace the first time? | 8 sec |
Member onboarding (roles, confirm)
| Video | Answers | Length |
|---|---|---|
| Finish member setup | I was invited to a team. How do I join? | 10 sec |
Priority signal and stat rail
| Video | Answers | Length |
|---|---|---|
| Read your Home briefing | What does the Home page show me? | 10 sec |
Role & focus
| Video | Answers | Length |
|---|---|---|
| Change your roles | How do I set my roles, default state and chart? | 9 sec |
Display preferences
| Video | Answers | Length |
|---|---|---|
| Set your default state | How do I set my roles, default state and chart? | 10 sec |
Profile & preferences, Account tab
| Video | Answers | Length |
|---|---|---|
| Change your display name | How do I change my name or email? | 8 sec |
Rates board
| Video | Answers | Length |
|---|---|---|
| Read a row in Rate Watch | How do I read the rates in Rate Watch? | 8 sec |
Board filters (State, Product category, Payer, vs Medicare)
| Video | Answers | Length |
|---|---|---|
| Switch the board to another state | How do I filter or sort the Rates tab? | 7 sec |
| Show one payer's rates | How do I filter or sort the Rates tab? | 7 sec |
| Show only rates below Medicare | How do I filter or sort the Rates tab? | 8 sec |
Sort and row density
| Video | Answers | Length |
|---|---|---|
| Sort the board | How do I filter or sort the Rates tab? | 9 sec |
Code page header, filters and Benchmark block
| Video | Answers | Length |
|---|---|---|
| Open a code's page | How do I find a specific code? | 8 sec |
| Read the Benchmark block | How do I read a code's benchmark? | 9 sec |
| Change the state on a code page | How do I change the state, payer or month on a code page? | 9 sec |
| See one payer's benchmark | How do I change the state, payer or month on a code page? | 8 sec |
Code page play-by-play
| Video | Answers | Length |
|---|---|---|
| See what changed for a code | What changed for this code? | 8 sec |
Analysis Box plot and Violin
| Video | Answers | Length |
|---|---|---|
| Compare two months | How did rates change between two months? | 9 sec |
Product Category tab
| Video | Answers | Length |
|---|---|---|
| Compare categories against Medicare | How does each product category compare with Medicare? | 9 sec |
Analysis Geo map
| Video | Answers | Length |
|---|---|---|
| Map a code across states | How do I see one code across states? | 10 sec |
Data-currency chip
| Video | Answers | Length |
|---|---|---|
| Check how current the data is | How current is the data? | 7 sec |
Code Hub, public Glossary and payer pages
| Video | Answers | Length |
|---|---|---|
| Look up a code in the Code Hub | Which payers and codes are covered? | 9 sec |
Ask a question
| Video | Answers | Length |
|---|---|---|
| Ask a question in Chat | How do I ask a question about rates? | 8 sec |
Home question box and starter chips
| Video | Answers | Length |
|---|---|---|
| Ask a question from Home | How do I ask a question about rates? | 8 sec |
Code page payer table
| Video | Answers | Length |
|---|---|---|
| Ask Chat about one payer | How do I ask a question about rates? | 7 sec |
Chat start desk
| Video | Answers | Length |
|---|---|---|
| Start from a suggestion chip | How do I ask a question about rates? | 10 sec |
Direct answer block
| Video | Answers | Length |
|---|---|---|
| Read the direct answer | How do I read Chat's answer? | 9 sec |
Payer range chart and table
| Video | Answers | Length |
|---|---|---|
| Look up p25, p50 and p75 | How do I read Chat's answer? | 10 sec |
| Copy the answer as a table | How do I copy or download an answer's numbers? | 8 sec |
Follow-ups and Refine chips
| Video | Answers | Length |
|---|---|---|
| Ask a follow-up question | How do I ask a follow-up? | 8 sec |
Save insight
| Video | Answers | Length |
|---|---|---|
| Save an answer as an insight | How do I save an answer? | 9 sec |
Conversation header (visibility, Save to research)
| Video | Answers | Length |
|---|---|---|
| Save a whole conversation | How do I save an answer? | 9 sec |
| Share a conversation with your team | How do I share an answer or a chat? | 8 sec |
Conversations rail
| Video | Answers | Length |
|---|---|---|
| Find an earlier conversation | How do I find, rename or remove a conversation? | 8 sec |
| Rename a conversation | How do I find, rename or remove a conversation? | 10 sec |
Locked answers and Not in your bundles
| Video | Answers | Length |
|---|---|---|
| See codes outside your bundles | Why won't Chat give me a rate for some codes? | 8 sec |
Catalog search and facets
| Video | Answers | Length |
|---|---|---|
| Search the catalog | How do I find a ready-made question to ask? | 8 sec |
| See questions for every role | How do I find a ready-made question to ask? | 10 sec |
Open in chat and Fill in
| Video | Answers | Length |
|---|---|---|
| Ask a catalog question | How do I ask a catalog question in Chat? | 8 sec |
Generate brief (flagship questions)
| Video | Answers | Length |
|---|---|---|
| Generate a brief | How do I get a brief written for me? | 8 sec |
Saved tab (briefs and saved conversations)
| Video | Answers | Length |
|---|---|---|
| Open your saved items | How do I find and organize what I saved? | 9 sec |
| Add an item to a collection | How do I find and organize what I saved? | 8 sec |
Brief page
| Video | Answers | Length |
|---|---|---|
| Open a saved brief | How do I read and update a brief? | 8 sec |
Comments on a brief
| Video | Answers | Length |
|---|---|---|
| Comment on a brief | How do I share or discuss a brief? | 8 sec |
Brief export and print view
| Video | Answers | Length |
|---|---|---|
| Export a brief | How do I export a brief? | 8 sec |
+ Monitor and + Bookmark drafts
| Video | Answers | Length |
|---|---|---|
| Draft a bookmark from Chat | How do I save or monitor a web page? | 9 sec |
Monitors tab
| Video | Answers | Length |
|---|---|---|
| Add a monitor | How do I save or monitor a web page? | 9 sec |
| See what a monitor found | How do I save or monitor a web page? | 8 sec |
Sources tab
| Video | Answers | Length |
|---|---|---|
| Save a link as a source | How do I save or monitor a web page? | 8 sec |
News tab, stat rail and views
| Video | Answers | Length |
|---|---|---|
| Open the News tab | How do I see policy and coding changes for my codes? | 8 sec |
Policy & industry feed
| Video | Answers | Length |
|---|---|---|
| Read an item's summary | How do I see policy and coding changes for my codes? | 8 sec |
| Go from an item to the code's rates | How do I see policy and coding changes for my codes? | 8 sec |
News filters and paging
| Video | Answers | Length |
|---|---|---|
| Filter news by type | How do I filter the news? | 8 sec |
Open, Snoozed and Done triage
| Video | Answers | Length |
|---|---|---|
| Mark an item done | How do I mark news items done or snooze them? | 9 sec |
| Snooze an item | How do I mark news items done or snooze them? | 9 sec |
Save as brief
| Video | Answers | Length |
|---|---|---|
| Save a news item as a brief | How do I share a news item with my team? | 9 sec |
Round 2028 tab
| Video | Answers | Length |
|---|---|---|
| Open the Round 2028 tab | How do I follow Round 2028? | 8 sec |
Watch a code (bell) and the Watching toggle
| Video | Answers | Length |
|---|---|---|
| Watch a code from the board | How do I watch a code? | 7 sec |
| Show only the codes you watch | How do I watch a code? | 8 sec |
Per-row alert threshold
| Video | Answers | Length |
|---|---|---|
| Set an alert threshold | How do I choose when a rate alert fires? | 9 sec |
Rate movement threshold and row thresholds
| Video | Answers | Length |
|---|---|---|
| Set an account-wide alert threshold | How do I choose when a rate alert fires? | 9 sec |
Rate alerts bell
| Video | Answers | Length |
|---|---|---|
| Open your rate alerts | Where do I see my rate alerts? | 8 sec |
Rate movements (your rate alerts)
| Video | Answers | Length |
|---|---|---|
| Mark an alert seen | Where do I see my rate alerts? | 8 sec |
Team page
| Video | Answers | Length |
|---|---|---|
| Open the Team page | How do I see who is on my team? | 8 sec |
Invitations (create, copy, resend, revoke)
| Video | Answers | Length |
|---|---|---|
| Invite a teammate | How do I invite a teammate? | 8 sec |
| Revoke a pending invitation | How do I invite a teammate? | 8 sec |
Remove a member
| Video | Answers | Length |
|---|---|---|
| Remove a member | How do I remove someone from the workspace? | 9 sec |
Rename the organization
| Video | Answers | Length |
|---|---|---|
| Rename your workspace | How do I rename the workspace? | 8 sec |
First checkout and return
| Video | Answers | Length |
|---|---|---|
| Open plans and start checkout | How do I buy a plan for the first time? | 10 sec |
Code bundle cards
| Video | Answers | Length |
|---|---|---|
| See your plan and bundles | How do I see my plan and code bundles? | 10 sec |
Codes unlocked count
| Video | Answers | Length |
|---|---|---|
| See how many codes you unlocked | How do I see my plan and code bundles? | 8 sec |
Not in your bundles lock lines
| Video | Answers | Length |
|---|---|---|
| Open bundles from a locked code | How do I add a code bundle? | 8 sec |
Locks and upgrade links
| Video | Answers | Length |
|---|---|---|
| Ask an owner for access | How do I add a code bundle? | 8 sec |