Automated superbill generation from visit notes

Purpose

1.1. Automatically generate accurate, compliant superbills from allergy and immunology clinic visit notes to streamline medical billing, reduce manual data entry, minimize coding errors, and accelerate claims submission.
1.2. Extract diagnostic codes, CPT/HCPCS procedures, and patient details directly from EHR/EMR notes, convert to superbills, and route to billing teams or systems.
1.3. Ensure payer compliance, standardize documentation, and support real-time billing analytics for financial reporting and workflow optimization in allergy clinics.

Trigger Conditions

2.1. New visit note completion in EHR/EMR system.
2.2. Provider signs/finalizes encounter note.
2.3. Scheduled batch runs at end of day/shift.
2.4. Detection of specific encounter types (e.g., follow-up, initial consult, allergy test, immunotherapy session).
2.5. Manual trigger by billing staff for select notes.

Platform Variants

3.1. Epic
• Function: "After Visit Summary" API – subscribe to 'Encounter Finalized' event for HL7 FHIR note extraction.
3.2. Cerner
• Function: "Soarian Clinical Notes" API – polling SOAP endpoint for completed allergy visit notes.
3.3. Athenahealth
• Endpoint: "GET /chart/encounter/{encounterId}/document" – parse notes for codes and patient/billing data.
3.4. Meditech
• Setting: Output HL7 ORM/ORU messages upon note sign-off to automation webhook.
3.5. Allscripts
• Function: FHIR DocumentReference endpoint – capture finalized clinical document JSON.
3.6. Greenway Health Intergy
• Feature: Direct PDF superbill export via “Completed Visits” push API.
3.7. DrChrono
• API: "Visit GET" – retrieve signed encounter notes, mapped to billing objects.
3.8. NextGen
• Setting: Use “Template Automation” to export XML notes post-signature to external endpoint.
3.9. Kareo
• API: "Encounters.List" polling for new allergy visit notes, matched with “Superbill Export.”
3.10. eClinicalWorks
• Feature: Triggers eBO report on note finalization, deliver CSV or HL7 to automation.
3.11. Google Cloud Healthcare API
• Function: FHIR “Observation” and “DocumentReference” resources polling for new entries.
3.12. Microsoft Azure Health Data Services
• Endpoint: FHIR “Encounter” Resource – hook to “Encounter Close” event for payload extraction.
3.13. AWS HealthLake
• Function: Listen for “Condition” and “Procedure” FHIR resources creation via EventBridge.
3.14. HL7 Engine (Mirth Connect)
• Setting: Filter HL7 ORU/MDM messages and transform to superbill-ready JSON.
3.15. DocuSign
• Feature: “Triggered Templates” – generate PDF superbill from provided JSON payload.
3.16. Google Docs API
• Setting: Auto-populate superbill template via “documents.batchUpdate” with extracted fields.
3.17. Microsoft Word (Office Scripts + Power Automate)
• Feature: Fill superbill .docx template, trigger on note upload to OneDrive.
3.18. Dropbox Sign
• Function: Auto-generate, route for e-signature on billing documentation via API.
3.19. QuickBooks Online
• API: “Create Invoice” endpoint – generate line-itemized invoices from superbill data.
3.20. Xero
• Endpoint: “POST /invoices” – consume superbill details and create draft claim for follow-up.
3.21. Google Sheets API
• Function: Append superbill data row for logging/tracking; trigger next billing step.
3.22. Slack
• Setting: Real-time notification to billing channel with superbill summary and status.

Benefits

4.1. Reduces manual entry errors and coder workload.
4.2. Accelerates claims generation and submission processes.
4.3. Improves compliance with payer/Medicare rules.
4.4. Standardizes billing documentation across providers.
4.5. Enables real-time, trackable billing workflows for allergy/immunology clinics.
4.6. Enhances data security by minimizing manual handling of PHI.
4.7. Allows quick deployment and integration with existing EHRs and cloud tools.