About XSuperbill Automation

PracticeSuite’s X-Superbill automation simplifies the management of large volumes of charges received through the interface by automatically running validation rules to identify warnings or errors and thereafter process the charges.

Initial Setup

To activate X-Superbill automation, navigate to Billing Options in Advanced Setup and select the enable option for Auto Process X-Superbill. If you need to exclude specific payers, providers, or procedure codes from the automation process, enter that information in the designated fields within Billing Options. Use payer IDs for payers and provider codes from the Provider Master for providers.

* Use commas when there are multiple entries.

How to Run the Automation

Once the setup on the Billing Options page is complete, the following steps are to be followed:

1. Go to the X-Superbill screen under the Charges menu.

2. Click ‘More filters’ to view the complete search filters.

3. Click on the ‘Auto Process’ button.

The Automation Process

Note: The automation process will consider only those charges in the NEW status and insurance case. It will exclude charges in all other line statuses and cash cases.

If there are no errors or warnings in claim validation or generic validation at the patient or charge level, the charge will be processed, and the line status will be set to BILL_TO_PR.

If CCI errors are detected at the patient or charge level, the charge will be moved to the CCI_ERROR bucket by setting the line sub status to CCI_ERROR and the line status to HOLD.

If generic validation errors are detected at the patient or charge level, the charge will be moved to the HOLD_VALIDATION_ERROR bucket by setting the line sub status to HOLD_VALIDATION_ERROR and the line status to HOLD.

And, if any warnings are detected at the patient or charge level, the charge will be moved to the HOLD_WARNING bucket by setting the line sub status to HOLD_WARNING and the line status to HOLD.

When the X-Superbill automation completes successfully, the system will display a message indicating the number of charges processed and moved to their respective buckets. An example is shown below. 

10 Moved to Bill to PR

2 Moved to HOLD_ERROR

3 Moved to CCI_ERROR

2 Moved to HOLD_VALIDATION_ERROR

If no charges are processed, the message will show ‘0 charges processed’.

Sample Toast Message