Billing & claims

Submit your first claim, end-to-end

From visit close to ERA posting — every step in order with the gotchas called out.

Updated: Updated April 20, 2026
Reading time: 8 min read
Tags: claimbillingfirst-time

This walks the path: superbill → claim draft → scrub → submit → ERA. Do this once on a friendly test patient before going live.

Capture the superbill

On a signed note, the diagnosis and CPT codes auto-flow into a superbill. Verify modifiers, units, and POS.

Run the scrubber

Billing → Claims → New → Scrub. The scrubber catches missing modifiers, mismatched POS-CPT, eligibility gaps. Fix every red item; yellow items are warnings you can override.

Submit

Tap Submit. The claim goes to the clearinghouse within 60 seconds. Status flips to Acknowledged once the payer accepts intake (usually under 24 hours).

When the ERA arrives

Payments and adjustments auto-post to the matching claim. Denials land in the Denials queue with the full denial reason.

Frequently asked questions

What if eligibility shows the patient is not covered?

Pause and verify with the payer. The patient may have switched plans without telling you.

How do I appeal a denial?

From the denial, tap Start appeal. We pre-fill the standard appeal letter; you add the clinical justification.

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Handling denials

How the denial queue works and how to appeal common denial reasons quickly.

5 min read

ERAs and patient payments

Auto-posting from the clearinghouse, manual posting, and reconciliation.