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🤖 Ask the Assistant to Handle Your Billing

Client Billing

We're teaching the AI Assistant to handle insurance billing tasks so you can manage claims the way you'd ask a practice manager. Check which sessions haven't been billed, look up a claim's status, or get help setting up your billing details, all from the chat.

The Assistant already knows your schedule, clients, and documentation. Extending it to billing means less time in menus and a faster path to getting paid, with you approving anything before it's final.

Posted by Upheal Moderator ·
Status: Completed1 comment

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Comments1

  • Shirla de Magalhaes

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    Jul 30

    Right now insurance claims are being sent as soon as a note is signed. In my practice I have two associates, and I need to sign their note and need to verify all the codes for accuracy before submitting to insurance automatically. I would like a way for us to select if we want automatic insurance billing or not.

    Also need a way to select “rendering provider” for insurance billing as associates can’t bill insurance (at least not in California). Insurance companies require the supervisor’s name and license# to be reflected as the rendering provider or a claim will be denied.