Billing, Payments, and Insurance ProcessingPurpose
1.2. Automatedly capture patient visit data, diagnoses, CPT codes, and provider details to generate standardized superbill documents.
1.3. Automate the delivery of superbills in HIPAA-compliant formats to patients, insurers, or billing services via preferred communication channels or portals.
Trigger Conditions
2.2. Submission of charge capture data by medical staff.
2.3. End-of-day batch export of billing information.
2.4. Manual flagging of encounters needing billing automation.
2.5. API-call from scheduling, EHR, or third-party platforms initiating automated superbill workflow.
Platform Variants
• Feature/Setting: Use Encounter API to automate retrieval of charge capture data.
• Configuration: Configure webhook to trigger on encounter close.
3.2. Cerner Millennium
• Feature/Setting: FHIR API Patient Encounter resource.
• Configuration: Automate data pull on patient discharge event.
3.3. Athenahealth
• Feature/Setting: Clinicals API - Get Encounter Details.
• Configuration: Automatic retrieval and document generation via POST requests.
3.4. AdvancedMD
• Feature/Setting: Billing API for charge extraction.
• Configuration: Set up automated scheduling for batch superbill creation.
3.5. Kareo
• Feature/Setting: Encounter API; superbill PDF generation module.
• Configuration: Automate API workflow after provider sign-off.
3.6. Greenway Health
• Feature/Setting: API for SOAP note and charge export.
• Configuration: Automate upon marking encounter as "ready to bill".
3.7. DrChrono
• Feature/Setting: Billing API with Superbill Creation endpoint.
• Configuration: Automated trigger using appointment complete hook.
3.8. Praxis EMR
• Feature/Setting: Automated Superbill Builder.
• Configuration: Configure automation for each status change to "billing pending".
3.9. NextGen Healthcare
• Feature/Setting: Superbill engine via EHR API.
• Configuration: Automate extraction upon encounter closure.
3.10. eClinicalWorks
• Feature/Setting: Encounter-based Superbill API.
• Configuration: Automated generation post encounter lock.
3.11. Meditech
• Feature/Setting: Clinical documentation workflow API.
• Configuration: Batch automate superbill creation upon completion events.
3.12. Allscripts
• Feature/Setting: Superbill add-on with interface engine.
• Configuration: API automation on data entry finalization.
3.13. Google Workspace (Docs, Sheets)
• Feature/Setting: Automated document merge for superbill templating.
• Sample: Script triggers on new row in superbill Google Sheet.
3.14. Microsoft Power Automate
• Feature/Setting: Automated PDF generation with premium connectors.
• Sample: Flow triggers on incoming FHIR patient record.
3.15. Salesforce Health Cloud
• Feature/Setting: Health Encounter automation via Flow.
• Sample: Automated task and document push for each closed Case.
3.16. Dropbox Business
• Feature/Setting: Automated file upload for securely storing generated superbills.
• Sample: API auto-creates secure file on superbill generation event.
3.17. DocuSign
• Feature/Setting: Automated superbill delivery for e-signature if needed.
• Sample: Automated send with prefilled patient and billing data.
3.18. Twilio SendGrid
• Feature/Setting: Automated superbill PDF emailing.
• Sample: API auto-sends to patient/insurer on document generation.
3.19. SFTP/FTPS Servers
• Feature/Setting: Batch automated superbill transfer for billing companies.
• Sample: Automation to place PDFs on secure destination nightly.
3.20. Zapier
• Feature/Setting: Multi-platform automation connector—triggers on EHR event, actions to generate and send superbill.
• Sample: Automated journey from EHR to PDF to email or cloud folder.
Benefits
4.2. Prevents billing errors by automatedly verifying procedure and diagnosis codes.
4.3. Accelerates reimbursement through faster, automated dispatch to insurers.
4.4. Enhances compliance and auditability with automated logging and secure delivery.
4.5. Improves patient satisfaction by automatedly providing transparent, timely superbills.