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Pre-submission claim scrubbing for therapy billing software. Pre-submission claim scrubbing against payer rules. Flags missing modifiers, documentation gaps, and authorization issues before submission. Reduces denials at the source.
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Billing readiness is a live count of sessions ready to bill, visible to the therapist on their own record and to admin across every therapist in the practice. It replaces the end-of-period scramble with a running score.
The therapist sees: X of Y sessions this period are signed, coded, and ready to bill. Sessions with issues flag inline, Unsigned, No CPT code, Flagged by admin, color-coded green / amber / red. Admin sees the same count per therapist in a single table on the Billing Overview tab, with clickable rows that drill into session detail. From that view, admin can open the note or message the therapist directly, no need to switch tools.
The calculation is identical across both views, so therapist and admin are always looking at the same truth. For each session in the current billing period, the system counts signed=true AND cpt_code IS NOT NULL as 'ready', and surfaces the mismatches as inline row flags with actionable links. Therapists can close their own gaps in real time, before payroll cutoff, before end-of-month.
Product screens, workflow diagrams, and example outputs. Replace each slot with a real screenshot or illustration.
The technical architecture, API integration points, and data model that make this feature work the way it does.
For each therapist, count sessions in the current billing period where signed=true AND cpt_code IS NOT NULL as 'ready'. Therapist view scoped to current_user; admin view aggregates across all therapists in the org. Single source of truth, no reconciliation.
Unsigned, No CPT code, Flagged by admin. Each flag links directly to the session note. Admin view includes 'Open note' and 'Message therapist' actions from the readiness detail row.
The period is configurable per org and respects the org's payroll calendar. Rolls forward automatically, no manual reset, no cutoff confusion.
Default: green = all ready, amber = some issues (configurable %), red = action needed. Surfaces on both Therapy Record (therapist view) and Billing Overview (admin view).
Therapists see exactly which sessions need attention all week long. The Sunday-night pile stops accumulating.
Color-coded readiness table tells admin at a glance which therapists are current and which need a nudge. One click opens the session.
The indicator is current all the time, not produced at cutoff, reviewed by admin, sent back for correction, re-reviewed. The cycle collapses into one continuous loop.
Book a 30-minute walkthrough with our clinical team. We will show the exact workflow for your discipline and caseload.