The problem it solves
Patients requesting superbills for out-of-network reimbursement must submit requests that billing teams then track manually. Requests made through forms have no automated handoff to billing staff.
What's included
- Automatic check on every superbill request form submission
- "Create Requested Superbill" task created for the billing team
- Task includes requested date range, service dates, client notes, and provider details
How it works
Trigger: client submits a superbill request form. Steps: create a billing task titled 'Create Requested Superbill' assigned to the configured billing team, including requested date range, specific service dates, client notes, and provider details.
Superbill Request Creates Billing Task automatically creates a billing task whenever a client submits a superbill request form, so requests for out-of-network reimbursement don't rely on manual tracking. It's built for billing teams handling superbill requests, and requires Healthie Forms, Billing, and Automate. The task is titled "Create Requested Superbill" and includes the requested date range, specific service dates, client notes, and provider details. This automation is planned but not yet built, pending clarification on request details.
