About User Area


myGoldfinch operates on the principle of full anonymity. It does not keep any user identifiable information. So while using our system please do not use your last name, address, phone number or other personal information. When you enter information into myGoldfinch about members of your immediate and extended families use their first names only or even better nicknames or pseudonyms.

User area includes the following elements:

Actions – the list of your tasks and meetings you scheduled

Claims – medical claims from doctors and hospitals

EOBs (Explanation of Benefits) – documents where insurance companies describe what they paid or not paid and why

Payments – individual payments to doctors and hospitals

Insurance – insurance plans that members of your extended family have

Patients – members of your extended family that you are taking care of. Your immediate family (spouse, children, and you), parents, parents-in-law and others that you help with healthcare-related issues

Calendar – calendar where you can see all scheduled meetings and tasks

Contacts – medical professionals you and your family interact with – e.g. doctor’s assistants, hospital billing clerks, insurance underwriters, etc.

Meetings – meetings, visits, calls you have scheduled on behalf of patients

Tasks – tasks you need to do on behalf of patients

After you register, this is a recommended sequence of actions:

Click on Insurance link on the left pane and enter all insurance plans of all patients you take care of

Click on Patients link on the left pane and enter nicknames, gender and year of birth of each patient you take care of including yourself. You need to indicate which insurances each patient has and that’s why you need to enter insurances first. To check that the procedures and diagnoses in claims are applicable to a patient the system needs to know if the patient male of female and if the patient is toddler, child, teenager, adult or senior.

After that you can enter claims you received from providers (doctors and hospitals/labs), EOBs from insurance companies, and payments as well as schedule meetings and tasks.

The system will use this information to do the analysis of claims’ correctness, to calculate co-insurance payments against deductibles and among other things provide concise reports to you.