Automated superbill generation

Purpose

1.1. Streamline creation and distribution of superbills post-session to enable accurate, timely insurance claims and patient reimbursements.
1.2. Gather session data, patient info, provider credentials, diagnosis codes, and service codes automatically.
1.3. Minimize manual errors, increase billing efficiency, compliance, and transparency for ABA therapy practices.

Trigger Conditions

2.1. Completion of a billable ABA therapy session logged in EHR/Practice Management System.
2.2. Provider submits a session note or timesheet approval.
2.3. New patient intake with insurance details added.
2.4. Weekly/monthly billing cycle reached.
2.5. Insurance eligibility verification status change.

Platform variants

3.1. Salesforce Health Cloud
• Feature/Setting: Flows—Scheduled Trigger on Session Completion; Action: Data Export to PDF generator.
3.2. Athenahealth
• Feature/Setting: API—Encounter Endpoint for session fetch; Clinical Documents API to output superbill.
3.3. AdvancedMD
• Feature/Setting: HL7 Export Rules—Run on entry completion; Send to Billing Automation Script.
3.4. SimplePractice
• Feature/Setting: API—GET /sessions, POST /superbills; Configure webhook for "session note finalized".
3.5. Kareo
• Feature/Setting: Automation—Patient encounter export; Batch Processing for superbill upload.
3.6. DrChrono
• Feature/Setting: API—Superbills endpoint; Trigger on EHR chart lock.
3.7. TherapyNotes
• Feature/Setting: API—Retrieve Session Data; Schedule report to feed PDF generation tool.
3.8. Office Ally
• Feature/Setting: Automated Export; SFTP or API to script that generates and emails superbill.
3.9. Google Sheets
• Feature/Setting: Apps Script Trigger on row added; Generate and email superbill PDF.
3.10. Zapier
• Feature/Setting: Trigger: New Session in app; Action: Generate Document with template tool.
3.11. DocuSign
• Feature/Setting: API—Create Envelope with superbill doc; Request signature/acknowledgment.
3.12. Box
• Feature/Setting: File Request/Upload trigger; Automation script appends superbill to client folder.
3.13. QuickBooks Online
• Feature/Setting: API—Create Invoice; Custom field for CPT codes, then export as superbill.
3.14. Xero
• Feature/Setting: API—Create transaction with service codes; Export transaction report as superbill.
3.15. Formstack Documents
• Feature/Setting: API Merge; Template for superbill populated via webhook.
3.16. Microsoft Power Automate
• Feature/Setting: Scheduled Flow; Pull data from EHR, PDF creation, and auto-email to patient.
3.17. AWS Lambda
• Feature/Setting: Trigger on S3 file upload; Python script generates superbill and emails securely.
3.18. Google Drive
• Feature/Setting: Folder trigger; Google Apps Script creates superbill on file addition.
3.19. Slack
• Feature/Setting: Workflow Builder—Trigger: Form submission; Action: Post PDF link to secure channel.
3.20. Dropbox
• Feature/Setting: File trigger via API; Generates and stores superbill PDFs in client directories.
3.21. AirSlate
• Feature/Setting: Flow trigger: EHR webhook; Document generation bot produces superbill.
3.22. Make (Integromat)
• Feature/Setting: Scheduler, EHR module input; Document automation with PDF tool.

Benefits

4.1. Reduces manual data entry and administrative workload.
4.2. Ensures regulatory compliance and accurate, timely submissions.
4.3. Minimizes billing errors, increasing patient and provider satisfaction.
4.4. Accelerates reimbursement cycles and boosts overall cash flow.
4.5. Provides audit trails and secure storage for all generated superbills.