Module 03 · Billing & Insurance
Get paid without becoming a billing specialist
Electronic claims, automatic ERA posting, real-time eligibility checks, superbills, and integrated payments — all tied directly to the note you already wrote.
Claims that go out clean the first time
Notes pulls CPT codes, diagnosis codes, and modifiers directly from the signed clinical note, so claims aren't retyped by hand. Built-in scrubbing checks common rejection triggers before a claim ever reaches the payer.
- Electronic claims submission (837P) to hundreds of payers
- Automatic scrubbing for missing or mismatched codes
- Real-time eligibility and benefits checks before the appointment
Clean claim rate
Average across Notes practices, trailing 12 months
ERAs post themselves. Superbills take one click.
When a payer's remittance arrives, Notes matches it to the original claim and posts the payment, adjustment, and client responsibility automatically — no manual line-by-line entry. For self-pay and out-of-network clients, generate a superbill they can submit for reimbursement instantly.
- Automatic ERA (835) matching and posting
- One-click superbills with all required fields for reimbursement
- Integrated card and ACH payment processing with saved cards on file
Superbill
Also included
The full billing cycle, automated
Client statements
Automated, branded statements for balances, copays, and deductibles — sent on the schedule you choose.
Integrated payments
Collect copays at check-in and process card-on-file billing without leaving the platform.
A/R & aging reports
See outstanding balances by payer, provider, or client at a glance, with drill-down detail.
Denial management
Track denied claims, see the reason code, and resubmit corrected claims from the same screen.
Multi-payer support
Manage commercial, EAP, and Medicaid billing rules per payer, per provider.
1099 & practice reporting
End-of-year revenue and provider payout reports, exportable for your accountant.