Autonomy planner
Decide what Aera runs on its own.
Every practice sets its own rules, task by task.
Make your plan and bring it to setup.
Start from
Each task starts on a suggested setting. Change any of them.
Front desk
Referral intakeRead referrals from fax, email or portal and enter them
Insurance eligibilityVerify benefits, co-pays and authorization limits
Intake formsSend intake to patients to finish from home
Booking first visitsReach new patients and book the first visit
Appointment remindersRemind patients by text, phone and email
Filling cancellationsOffer openings to the right patient on the waitlist
Clinical
Visit prepSummarize history, goals and progress before each visit
Drafting the noteDraft the visit note as care happens
Coding checksCheck codes against what was documented
Home programsSend the home exercise program from the visit
Signing the noteOnly a licensed clinician signs. Aera never signs a note
Always the clinician
Billing
Claim checks before submissionCatch payer gaps while the note is still open
Claim submissionSubmit clean claims
Denial follow-upTrace each denial to its source and follow up
DenialsTrace a denial to its cause and prepare the fix
Payment postingPost payments and reconcile
Patients
Rescheduling requestsLet patients move a visit on their own
Progress check-insCheck in between visits and share progress with the therapist
Balance remindersSend clear bills and reminders
Your practice
Morning briefA brief on every location before the day starts
Alerts when something changesFlag what changed, why, and what to do about it
