Billing and payment collection automation

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Treatment Session Completed

   Patient's chiropractic treatment session is marked complete in the practice management system. Treatment notes and billing codes are automatically captured for processing.

   ChiroTouchEclipse Practice Management
2. 2

   Action

   Generate Treatment Documentation

   Extracts SOAP notes and treatment codes from session data to create standardized billing documentation. Ensures all required fields are populated for insurance submission.

   ChiroPadSOAP Vault
3. 3

   Decision

   Determine Primary Payment Method

   Checks patient insurance coverage and treatment type to route billing appropriately. Branches workflow between insurance claim submission or direct patient billing.

   ChiroTouchEclipse Practice Management
4. 4

   Action

   Submit Insurance Claims

   Automatically generates and submits electronic insurance claims with proper CPT codes and documentation. Tracks claim status and manages resubmissions if needed.

   ChiroTouchGenesis Chiropractic Software
5. 5

   Action

   Process Patient Billing

   Creates patient statements for copays, deductibles, and non-covered services. Sends automated payment reminders and processes online payment transactions.

   ClinicTrackerEclipse Practice Management
6. 6

   Action

   Post Payments and Reconcile

   Automatically posts insurance payments and patient payments to accounts. Reconciles EOBs and updates patient balances in real-time.

   ChiroTouchGenesis Chiropractic Software
7. 7

   Output

   Generate Financial Reports

   Produces daily billing summary reports and accounts receivable aging reports. Updates practice dashboards with key financial metrics and outstanding balances.

   ClinicTrackerEclipse Practice Management

Related Chiropractic Articles