Automated Billing Workflow

Step-by-Step Workflow

1. 1

   Step 1

   Preparation

   • Sign in to the AbaAiCheck web platform at app.abaaicheck.com with a billing-enabled account (agency owner or Billing Specialist).
   • Open the AbaAiCheck Chrome Extension side panel (click the AbaAiCheck icon in the Chrome toolbar). New here? Follow the Chrome Extension setup guide first.
2. 2

   Step 2

   Sync Prior Authorizations (PA Smart Sync)

   • Open your EHR tab (for example, OfficePuzzle) on the page that lists the client’s active authorizations.
   • In the extension, choose PA Smart Sync in the AI Engine menu. The first time, click Enable the OfficePuzzle integration so Chrome can read that page.
   • Click the green Securely Sync Authorizations button, review the preview (auth #, client, CPT, payer, units and dates) and confirm the sync.
   • Check the result in the web app under Billing & Revenue → Revenue & PA Protection: new authorizations are added and existing ones are updated.

   Read-only and on demand: the extension reads the visible table only when you click, and nothing is saved until you confirm the preview.

3. 3

   Step 3

   Audit the Claim Lines (Billing & Claims Auditor)

   • On your EHR billing screen, choose Live Claims Auditor in the extension and run it: it reads the billing rows, highlights the cells that need attention and offers one-click corrections. Or, in the web app, open Billing & Revenue → Billing & Claims Auditor and add the lines (or paste a CSV export).
   • Every line is checked against provider modifiers (HM, HN, HO, HP), units versus session time, payer daily limits, Place of Service, duplicates and charges, and against active prior authorizations when Revenue & PA Protection is on.
   • Fix what is flagged until the bar shows a 100% Clean Claim Score with no errors or warnings.

   The rules flag issues and suggest fixes; your team decides and applies every change.

4. 4

   Step 4

   Queue the Clean Claim (Clearinghouse Dispatcher)

   • With every line clean, click Queue for Clearinghouse Dispatcher in the Billing & Claims Auditor and complete the claim details the service log does not include: billing provider (name, NPI, Tax ID), patient (client ID, name, date of birth, member ID), principal diagnosis (for example, F84.0), prior authorization number and target clearinghouse.
   • The server audits the claim again (including the authorization cross-check) and only accepts it if it is still 100% clean.
   • Open Billing & Revenue → Clearinghouse Dispatcher and confirm the claim appears as Ready for Dispatch. This is your internal holding queue.
5. 5

   Step 5

   Populate the Claim in Availity (Clearinghouse Auto-Fill)

   • In a new tab, sign in to Availity and open a Professional Claim form for the patient and payer, as you normally do.
   • In the extension, choose Clearinghouse Auto-Fill in the AI Engine menu (the first time, click Enable the Availity integration).
   • Confirm the green status Portal Connection: Availity Verified, pick the claim from the Dispatcher queue and click Populate Clean Claim.
   • The extension populates the billing provider, prior authorization number, principal diagnosis and every service line (dates, Place of Service, CPT, modifiers, units and charges). Any field it cannot find is listed so you can complete it by hand, and Availity’s own validation messages appear in the side panel.
   • Review the form, click Submit in Availity, then click Mark as Dispatched in the extension to close the loop.

   AbaAiCheck never submits a claim for you: the final review and submission are always yours.

Real-Time Processing

What each stage feels like for your team.

Seconds

PA Smart Sync

Read and preview a client’s authorizations table.

Instant

Clean Claim Score

Rules engine results update as each line changes.

Seconds

Clearinghouse Auto-Fill

Header and service lines populated in Availity.

You decide

Review & Submit

Your team’s final check before submission.

Timing depends on the number of service lines, your EHR and clearinghouse pages, and your connection.

The Business Impact

Processing a batch of claims on a Friday afternoon.

Traditional method

• ✕ Every claim retyped by hand, field by field, from the EHR into the clearinghouse.
• ✕ Authorizations checked manually against a separate spreadsheet.
• ✕ Modifier, unit and duplicate errors often found only after a denial.

With AbaAiCheck

• ✓ Authorizations synced from the EHR in a few clicks.
• ✓ Every line checked before submission, with clear fixes.
• ✓ Clean claims populated in the clearinghouse form: your team reviews instead of retyping.

Ready to try it with your own claims?

Start with 10 free claim audits and 10 free clearinghouse dispatches.

Get Started →Book a Demo

AbaAiCheck supports pre-billing review and form population; it does not guarantee payer approval or payment, and your team reviews and submits every claim. Clearinghouse Auto-Fill works with Availity today; Office Ally and Optum are coming soon. OfficePuzzle and Availity are trademarks of their respective owners; AbaAiCheck is not affiliated with or endorsed by them.