Clerie

This feature checks claims for coding accuracy before submission and suggests corrections when session codes do not match the recorded duration. It automatically attaches assessment codes and verifies client coverage 48 hours before the first session of each month. For denied claims, Clerie decodes denial codes, fills required fixes, and drafts appeals for review.

Clients can book appointments, provide their reason for visit, sign consent forms, and upload insurance cards through a single intake flow. The feature supports Google Calendar synchronization, recurring appointments, and room scheduling with capacity limits. It also provides a password-free client portal that clients can access through a unique link, birthday confirmation, and verification code.

Clerie provides HIPAA-compliant video sessions that run in a browser without requiring downloads or separate accounts. The telehealth feature includes waiting rooms, screen sharing, in-session chat, virtual backgrounds, and multi-participant sessions for couples and families. It also supports bilateral stimulation for EMDR, with session duration and pass counts added to the AI-generated note.

The software offers analytics that lets users request reports in plain language and generate charts from live clinic data. It covers provider performance, payer behavior, utilization, cancellations, client sources, and income by demographic. Users can also pin reports to the dashboard for automatic refreshes and access preloaded reports for monthly financials, payroll data, and primary-diagnosis distribution.

Users can interact with the platform through natural-language requests to get answers, complete tasks, and generate reports. Ask Clerie provides step-by-step guidance, schedules appointments with confirmation, and creates Excel exports on demand. It also respects role-based permissions and HIPAA requirements, while client data is not used to train the AI.