Insurance Patient Responsibility Auto-Billing
Automatically charges or invoices a client's copay, deductible, or coinsurance as soon as an insurance appointment is marked Occurred.
Built by Core Engineering
The problem it solves
Insurance-based practices need to collect patient responsibility — copays, deductibles, and coinsurance — but calculating exact amounts and following up with clients manually is time-consuming and error-prone, and unpaid patient responsibility adds up quickly across a caseload.
What's included
- Per-client Patient Responsibility Billing Method (copay, deductible, or coinsurance)
- Contracted-rate configuration per CPT code and payer for accurate coinsurance calculation
- Auto-Charge: card charge scheduled two days after the appointment
- Auto-Invoice: invoice generated and emailed immediately if no card is on file
- Triggered automatically when an appointment is marked Occurred
How it works
Appointment occurred
Insurance billing type set
Charge card, generate invoice
Insurance Patient Responsibility Auto-Billing automatically charges or invoices a client for their copay, deductible, or coinsurance as soon as an insurance-based appointment is marked Occurred. It's built for insurance-based practices that need to collect patient responsibility amounts without manually calculating and billing each client. Coinsurance is calculated using contracted rates set per CPT code and payer, so Healthie can determine the client's exact share automatically. Auto-Charge schedules a card charge two days after the appointment, while Auto-Invoice generates and emails an invoice immediately if no card is on file.
