Session notes and insurance claims done by end of day
Draft session notes in Google Docs and build insurance claim sheets in Google Sheets, with Gmail follow-ups and a person approving every note.
These are examples. Connect the tool your company already uses for the same job, your own system, or any other app through MCP or API.
Needs
- DocumentsGoogle Drive, Notion, OneDrive, Dropbox or your own system (MCP or API)
- SpreadsheetGoogle Sheets, Excel, Airtable or your own system (MCP or API)
- E-mailGmail, Outlook, your company e-mail or your own system (MCP or API)
The problem and the goal
Six therapists spend about 2 hours a day writing session notes and insurance paperwork; the goal is notes drafted from the session and claims ready to submit the same day, with a person approving every note, while tracking hours per day spent on notes and paperwork, today around 2h, plus claims submitted on time.
This team turns each therapist's raw session notes into a clean, structured clinical note in Google Docs and builds the week's insurance claim sheet in Google Sheets, flagging what's missing before submission. Through Gmail, it chases therapists and payers about missing notes, signatures and authorizations, with a person approving every note.
The team in this Circle
Turns each therapist's raw session notes into a clean, structured clinical note in Google Docs, ready for review
Needs: one example note or a template doc, Google Drive
Builds the insurance claim sheet from the week's sessions and flags what is missing before submission
Needs: payer manuals or a sample claim, Google Sheets
Emails therapists and payers about missing notes, signatures and authorizations, and tracks what is still open
Needs: Gmail contacts or a Google Sheet, Gmail
Session notes and insurance claims done by end of day
Do I have to replace my EHR or current system?
No. The team works with what you already use: Google Drive for templates, Google Sheets for claims and Gmail for follow-ups. It fits into your existing workflow.
Are notes sent without review?
No. Each note is drafted from the session and left ready for review; a clinician always approves it before anything goes out.
How do I know claims went out on time?
The team flags what's missing before submission and tracks what's still open, so you can follow claims submitted on time alongside the hours spent on notes and paperwork.
