🗺️Patient Journey & Billing Requirements
How Berry Street Sources Patients
When patients come to Berry Street, here's what happens:
They typically find us through ads, social media, or online searches
They enter our booking flow and tell us what they're looking for (visit reasons, state, insurance)
We show them profiles of available providers (built from your profile form)
They book an appointment
In the backend, we run a benefit check
We handle communications about insurance coverage and logistics
At the first meeting, you meet them and create the clinical relationship
From there, you take over the ongoing care
Patient Booking and Benefit Check Process
How patients enter Healthie:
Through Berry Street's booking flow (Berry Street sourced, process above)
Through your custom booking flow (provider sourced)
Manually entered by you
Automatic benefit check trigger: As long as we have your patient's name, date of birth, and insurance information our system automatically lines them up for a benefit check. Once we get coverage information, we add details to the patient's profile under "Insurance Eligibility" showing what they're covered for.
For Berry Street sourced patients:
Berry Street's booking flow collects visit reasons, insurance information, date of birth, and billing information automatically
Both provider and patient receive an email with insurance coverage details
For provider sourced patients:
If using your custom booking flow: Information is collected automatically
If manually adding to Healthie: You'll need to request the insurance info form, billing info form, and their date of birth, they can also complete this information through the Berry Street app
Only the provider assigned to their profile receives the insurance coverage email
Your team is responsible for communicating insurance benefits to the patient
Session Requirements for Insurance Billing
To bill insurance, we need three things after each session:
Appointment status - Mark the appointment as complete/no show/etc
Duration - Set the actual session duration
Chart note - Complete documentation
Without these three elements, we cannot file claims for reimbursement.
Berry Street Provider Portal & AI Charting
All providers have access to our provider portal, which includes built-in AI charting that automatically gathers the session requirements needed for insurance billing.
How it works:
Conduct your session through the Berry Street provider portal
Take your own notes during the session
AI automatically generates a SOAP note alongside your notes
Session duration and appointment details are captured automatically
AI also generates an optional follow-up note that you can send to the patient through Healthie's chat (they will have access to this through the Berry Street app)
You can also optionally generate a meal plan to send out to the patient
Insurance Questions and Additional Coverage
If you have insurance questions: You can reply directly to the coverage email you receive.
Running out of authorized sessions? Email [email protected] and our team can check for additional coverage or help with authorization extensions.
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