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Pre-billing check

The cheapest claim problem is the one you catch before submitting it. Your Assistant checks the day's documentation for missing or inconsistent pieces before billing turns them into future-you's problem.

Billing
Runs on its own:
Whenever you ask

Ask your Assistant

Before I submit today's billing, check the related notes for problems that could hold up a claim. Flag missing signatures, incomplete documentation, mismatched service details, or other fixable issues and tell me exactly what needs attention.

Before I submit today's billing, check the related notes for problems that could hold up a claim. Flag missing signatures, incomplete documentation, mismatched service details, or other fixable issues and tell me exactly what needs attention.

See it work

Example

Pre-billing check

Alex · Tue 2:00 PM · Session 14

2 items to fix before billing:

  • Alex, today: note is complete but unsigned.
  • Morgan, today: documented session duration does not match the scheduled service length.

The remaining completed notes do not show obvious pre-billing issues.

Fictional example · No real client data.

How it works

Reads from

No items found.

Can do

This job only reads. It changes nothing.

It reviews the billable visits

Notes, signatures, service details, and other available billing inputs are checked before claims go out.

It flags what could block a clean claim

Missing documentation and obvious mismatches are surfaced in a short worklist.

You fix once, upstream

Resolve the issue before submission instead of meeting it again as a rejection with a reference number.

Your most popular FAQs

What should I check in a note before billing insurance?

That the session date, duration and CPT code match; the diagnosis code is current and on the plan; the note is signed; medical necessity is documented; and nothing in the note contradicts the claim. Most rejections trace back to one of these.

What does the Pre-billing check look at?

The day's documentation, for missing or inconsistent pieces that would turn into claim problems: unsigned notes, mismatched dates or codes, gaps in required elements.

Does it submit the claim?

No. It flags what to fix before submission. Billing in Upheal still runs from your signed notes and your review.

When should I run it?

At the end of the day before claims go out, or as part of Wrap up. A problem found before submission costs a minute; the same problem found in a rejection costs a resubmission and a delay.

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