Margin Protection
Catch every dollar the VMS leaves off the invoice.
Margin Protection knows what every week should bill before the reverse invoice arrives. Upload the invoice, and it matches every line, flags each short pay with its cause and dispute deadline, and posts the entries to your books on a cash or accrual basis.
Add it to any Deal Sheet plan and try it free for 30 days. Cancel anytime.
Built by an operator who built payroll, billing and credentialing for a healthcare staffing agency that grew to about $22M in revenue.
Example figures. Your bill rates, MSP fees and invoices produce your numbers.
See Margin Protection in action.
Watch a reverse invoice get matched line by line, with every short pay flagged, explained and given its dispute deadline.
Prefer a live walkthrough with your own numbers? Book a demo
Every short pay found, explained and tracked to recovery.
On most reverse invoices, a short pay just looks like a smaller deposit. Without an expected amount for every week, missed hours, wrong rates and fee errors blend into revenue and the dispute window closes. Margin Protection keeps the expected amount for you.
Expected billing for every week
Built from the deal sheet bill rates and approved time, so you know what the invoice should say before it arrives.
Reverse invoices matched line by line
Upload the VMS file. Columns are mapped once per program, then every line matches by clinician, week and hour type.
Every variance gets a cause
Hours, rate and fee differences each get their own line, with nine common causes and the fix that stops them happening again.
Dispute deadlines you will not miss
Each MSP program has its own dispute window, and every open variance shows its deadline and the days left.
MSP fees checked every time
Set each program's fee percentage once, and the fee on every invoice is checked against it.
Rate changes caught at setup
When a deal's rates change, the assignment is flagged until someone confirms the new rates are loaded in the VMS.
Payments and short pays
Record what the MSP actually paid. Short pays are tracked to recovery or written off on purpose.
Cash or accrual, your choice
Pick your accounting basis, schedule a change for a future date, and see every change in the audit history.
Journal entries for your books
Export entries for Zoho Books or QuickBooks Online, mapped to your own account numbers.
A flat add on that matches your Deal Sheet plan.
Margin Protection is used by your billing and accounting team, not clinicians, so the price follows your Deal Sheet plan and each plan covers a set number of clinicians on assignment. With Time and Pay or the Back Office Suite there is no clinician limit, since you pay per active clinician. Every feature is in every plan. Pay yearly and get 2 months free.
Starter
Owner operators doing their own billing.
Start free trialTeam
Growing agencies with a billing person or team.
Start free trialAgency
Several MSP programs and a full billing desk.
Start free trialEnterprise
Volume pricing and a dedicated contact.
Book a demoWe set up your MSP programs, fees and dispute windows, map your first VMS invoice file, map your accounts and choose your accounting basis with you.
Live in weeks, not months
Guided setup is included. We load your rules and train your team.
Start a trial or book a demo
See one of your own invoices matched.
Send your MSP details
Programs, fees, dispute windows and a sample invoice.
We set it up
Programs built, invoice file mapped, accounts connected.
Match your next invoice
Find your first variance, then go live.
Common questions
Which VMS systems does it work with?
Any VMS that gives you a reverse invoice file. You map the columns once for each program, and every invoice after that imports the same way.
Do we need Time and Pay to use it?
No. Margin Protection builds expected billing from the deal sheet and the approved hours you enter or import. With Time and Pay, approved time flows in for you.
Should we use cash or accrual?
Many agencies keep accrual books and let their CPA file taxes on cash. You choose the basis in Margin Protection and can change it with a dated history. Review the choice with your CPA.
Does it post to our accounting system?
It exports journal entries in the import layout for Zoho Books or QuickBooks Online, using your account numbers.
What happens if we go over our clinician limit?
Margin Protection keeps working, and you will see a notice in the app. If you stay over for two months in a row, your plan moves up to the next tier. With Time and Pay or the Back Office Suite, you pay per active clinician and there is no limit.
Does it file the dispute for us?
It tells you what to dispute, why, and by when, and tracks what you recover. Disputes are still filed in the VMS by your team.
See Margin Protection run on one of your own weeks.
Book a demo and bring a real assignment. Questions? Email info@unifiedlinc.com.