Mental health
Handle billing and superbill follow-up
Billing follow-up usually slows down when session records, superbill requests, invoices, payment status, and client messages do not tell the same story, or when a payment fails, a superbill is requested, or a billing issue needs review. Imagine keeps those sources in view, prepares a billing summary, superbill packet, and client message draft, and separates the ready work from the judgment calls. After review, the approved update goes back to the EHR billing record and client portal, so billing gets handled without putting clinicians in awkward admin work.
The manual reality today
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01
No one has the full billing follow-up picture
session records, superbill requests, invoices, payment status, and client messages each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
The billing follow-up clock is easy to miss
When a payment fails, a superbill is requested, or a billing issue needs review, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
Billing follow-up proof disappears into side channels
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Pull in the moving billing follow-up pieces
Imagine watches session records, superbill requests, invoices, payment status, and client messages for new activity, stale items, and changes that affect the work.
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02
Put billing follow-up context in one place
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Shape the human-facing billing follow-up step
Imagine drafts a billing summary, superbill packet, and client message draft using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Sync the approved billing follow-up update
After review, approved actions are recorded in the EHR billing record and client portal with the context, approver, and timestamp preserved.
Works with the tools you already run
- SimplePractice
- TherapyNotes
- Stripe
- Ivy Pay
- QuickBooks Online
- Gmail
What changes
Billing follow-up opens with context
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Customers get steadier billing follow-up updates
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
Billing follow-up review is cleaner later
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle billing follow-up?
Imagine watches session records, superbill requests, invoices, payment status, and client messages, spots when a payment fails, a superbill is requested, or a billing issue needs review, and prepares a billing summary, superbill packet, and client message draft for review. Approved actions sync back to the EHR billing record and client portal with the supporting context attached.
Who approves billing follow-up actions?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the EHR billing record and client portal is updated.
Which systems are used for billing follow-up?
This workflow can connect to systems such as SimplePractice, TherapyNotes, Stripe, Ivy Pay, QuickBooks Online, Gmail. Imagine works on top of those tools instead of replacing the system of record.
What does the team see for billing follow-up?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so billing gets handled without putting clinicians in awkward admin work.