Claim Submission

Electronic claim submission should be a review step, not a data entry job. In PatientCopilot, finished and coded visits become professional (837P) claims. You review the charges line by line, approve claims in batches and keep a record of who approved. It is part of the Autopilot plan.

Submit claims online

When a visit is documented, coded and signed, it is ready to become a claim. The claim is built from the visit, so you are not retyping patient, provider and charge details.

• Professional (837P) claims from finished visits
• Per-line charge review before anything is sent
• Batch approval with a record of the approver

Chiropractic practices and other small clinics can use this to cut time spent on paper forms and manual entry.

Review before sending

Nothing is sent until you approve it. Check each line: the service, the diagnosis pointer, the charge and the modifiers. Catching a mistake here is faster than fixing a rejection later. Claim review edits, where used, explain what to fix.

Approve in batches

Approve claims individually or in batches. Each approval is recorded, so you can see who approved what and when. That helps when you train staff or need to answer a question about a claim.

Void, replace or retry

Claims sometimes need changes. A submitted claim can be voided, replaced or retried, depending on what went wrong. Keep notes on why you made the change so the history is clear.

How it works

1. Finish and sign the visit note and confirm the codes.
2. Create the claim from the visit.
3. Review the charges line by line.
4. Approve the claim, singly or in a batch.
5. Submit and watch for acknowledgments.
6. If needed, void, replace or retry.

Clean claims

A clean claim has correct patient and coverage details, supported diagnoses and procedures, and matching documentation. Check eligibility first, keep coverage up to date, and use the review step to catch errors before they reach the payer.

Fewer rejections start with better habits before the claim is created. Verify coverage, confirm the patient's details match the insurance card and make sure each service has a supported diagnosis. Submit claims promptly, since many payers have filing deadlines, and check what your payers require. Review a sample of claims each week and track the reasons for any that come back. Train your biller to read the payer's rejection message closely, since it usually points to the fix. Keep notes when you void or replace a claim so the reason is clear. Over time, these steps reduce rework and help you get paid sooner.

Where it stands. The clearinghouse features are under development. This page describes what the product is designed to do. It does not promise availability or coverage with any particular payer. Ask us for the current status before you rely on it.

Small practices often submit claims in a batch at the end of each day or each week. Pick a cadence that fits your volume, and stick to it, so claims go out while the visits are still fresh and no one has to hunt for unbilled encounters.