Workflow
AI can suggest. Only your team can send.
This is the part of MEDBIX we care about most. It's four steps, it can't be switched off, and it's the reason billing companies can use AI without losing sleep. Walk the diagram below to see who acts at each step — a person, MEDBIX, an AI agent, the clearinghouse, or money moving — and where a named decision is required.
Diagram
The steps
Each step shows who acts: a person, MEDBIX, an AI agent, the clearinghouse, or money moving.
Today's claims · Northside Billing Co.
sample data
Lakeview Ortho · Aetna
$412.00
AI suggests: Attach visit note — payer often asks with modifier 25
The gate: a person approves every claim
- Person decides
- MEDBIX
- 1
Edit & scrub
Person decidesFix or acknowledge findings.
- 2
Send for review
Person decidesClaim moves to pending review.
- 3
Approve or return
Person decidesA named person decides.
- 4
Only then, submit
MEDBIXApproved claims are queued.
The principles behind it
Not a preference
There is no toggle to disable review.
Same for AI and humans
AI-assisted claims follow exactly the same path.
Named decisions
Every approval has a person and a timestamp.
Draft-only AI
AI changes, when accepted, land on drafts, never on submitted claims.
Ownership
Who does what
| Who | What they do in this workflow |
|---|---|
| AI agents | Explain findings, suggest codes and fixes. |
| Biller | Accepts or rejects suggestions, sends for review. |
| Reviewer | Approves or returns with a reason. |
Features in this workflow
On the floor
What this looks like in practice
These cues come from the same workflow — useful when you are mapping MEDBIX to how your team already works.
human
Edit & scrub
Fix or acknowledge findings.
human
Send for review
Claim moves to pending review.
human
Approve or return
A named person decides.
Next
Walk it live, or open a related feature
A demo follows this path with synthetic data. Feature pages spell out capabilities, roles and guardrails for each piece.
Other workflows
The full RCM loop
From insurance on file to money in the bank, in one loop.
Claim status lifecycle
Every status a claim can be in, and how it gets there.
Denial workflow
From denial to resubmission, with a person at the wheel.
Patient payment workflow
From balance to paid, in the fewest taps possible.
Tenancy model
Billing company on top. Practices underneath. Walls in between.
Deep dive
What Human Approval Gate means in daily ops.
Practical context for Human Approval Gate: how teams use it, where it sits in the loop, and what to ask in a demo.
- Tied to how billing work actually splits
- Clear on human vs machine responsibility
- Links into related MEDBIX areas
Practice
Where this shows up on a busy day.
From morning eligibility checks to end-of-day posting, Human Approval Gate connects to the queues your team already lives in.
- Morning coverage and claim build
- Midday scrub and approval
- Afternoon denials and patient pay
Control
Keep a person on the send button.
Whatever page you're on, MEDBIX keeps AI in a propose role. Approvals, posting and rule activation stay human.
- Named approvals
- Visible AI proposals
- Immutable audit trail
Next
Walk Human Approval Gate live
Bring your payer mix and the friction you feel today. We'll map it onto sample data in thirty minutes.
- Sample data only
- Your questions drive the agenda
- Written follow-up after
Common questions
Why not let AI submit trusted claims?
Because the billing company is accountable for every claim, and accountability needs a person.
Does the gate apply to corrections?
Yes, every resubmission too.
Want to walk MEDBIX against your real claim mix?
Thirty minutes with sample data. We'll follow one claim through the gate, then talk about your payers, practices and where the rework hurts today.
Notes from the billing floor
Occasional, practical writing on denials, A/R and running a billing company. No spam, unsubscribe any time.