Store payer agreements, rates, amendments, key dates and operational details in one workspace so critical knowledge does not live in one person's inbox or memory.
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PCI is for provider/payer business documents. Do not upload patient records, claims, ERAs, medical records, or documents containing patient PHI.
PCI access required PCI tools are included with Operations and Complete Suite. Open Account to check your access.
Payers0organized workspacesDocuments0contract files trackedRates0structured service rates
Tally AI Credits—/ —
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Your payer library
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Payer workspace
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Important Dates
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Permanent deletion
Delete payer workspace?
Are you sure you want to delete this payer and all associated data and PDFs?
This action cannot be undone. Rates, documents, history, contract details, and stored PCI PDFs associated with this payer will be removed.
Permanent deletion
Delete stored PDF?
Are you sure you want to delete this stored PDF?
This action cannot be undone. The stored PDF and its PCI document record will be removed. Structured rates or terms already saved from this document will remain, but their source PDF link will no longer be available.
Document label
Rename PDF
Change how this PDF is labeled throughout PCI. The original uploaded filename is preserved for the original-file download.
Original uploaded file
Review decision
Deny review item?
Manual entry
Add payer workspace
Create the payer record first. Contract documents, rates and amendments can be added afterward.
Manual entry
Add service rate
Only enter terms you can support from a contract, amendment, fee schedule or other reliable source.
Permanent deletion
Delete rate line?
Are you sure you want to delete this rate line?
This action cannot be undone. The structured rate line will be permanently removed from PCI. Its source PDF, if one exists, will remain stored in Documents.
Document intake
Upload payer document
PDFs are stored in your private PCI document area. Uploading a document does not automatically apply extracted rates or terms.
Logic Bunting AI
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—Account credits
Tally only answers questions about payer contracts, rates, amendments and documents in PCI. It does not have access to ERA to Excel data.
Active scopeAll Companies
Tally is intentionally scoped. Unrelated or unsafe requests are declined.
