🤖 Billie - Your AI Billing Assistant

A conversational AI interface for healthcare billing operations

✨ What is Billie?

Billie is an AI-powered chat assistant that makes billing easier. Instead of clicking through complex dashboards, you can simply talk to Billie about what you need to do.

Examples:

• "Show me what's ready to submit to NCTracks"
• "Help me review pending timesheets"
• "What billing issues need my attention?"
• "Submit ready visits to VA"

🚀 Quick Start

Access Billie

1. Navigate to the billing dashboard: /admin/billing
2. Click the "Chat with Billie" button (purple gradient button in the top right)
3. Or go directly to: /admin/billing/chat

First Conversation

When you open Billie, you'll see suggested conversation starters:

• 📋 Submit to NCTracks
• 🔍 Review Timesheets
• ⚠️ Check Alerts
• 📊 Billing Summary
• ❓ How it works
• 🔧 Troubleshoot Errors

Click any starter or type your own question!

💬 What Can Billie Do?

1. Get Billing Information

• Summary statistics (ready visits, revenue, etc.)
• Search and filter patient visits
• View active billing alerts
• Check timesheet upload status

2. Submit Claims

• Submit ready visits to payers (NCTracks, VA, CareBridge)
• Export billing data for download
• Billie will always confirm before submitting

3. Manage Timesheets

• Review uploaded timesheets
• Check OCR processing status
• Identify pending validations

4. Troubleshoot Issues

• Identify billing errors
• Suggest solutions
• Guide you through fixes

🎯 Example Conversations

Submit Weekly Billing

You: I need to submit this week's billing to NCTracks

Billie: I'll help you with that! Let me check what's ready...

📊 I found 35 visits ready for NCTracks submission.

Details:
- Total Visits: 35
- Estimated Revenue: $3,937.50
- Date Range: Oct 14 - Oct 20

Would you like me to:
1. Show you the visit details first
2. Submit all 35 visits now
3. Filter by specific criteria

You: Submit all 35 now

Billie: Before I submit, let me confirm:
✓ Payer: NCTracks  
✓ Visits: 35
✓ Revenue: $3,937.50

Proceed with submission? (yes/no)

You: yes

Billie: ✅ Successfully submitted 35 visits to NCTracks!

All visits are now marked as "submitted". 
What would you like to work on next?

Check Status

You: What's our billing status?

Billie: 📊 Here's your current billing summary:

Overall Status:
- Total Visits: 142
- Ready to Submit: 35 ✅
- Need Review: 8 ⚠️
- Errors: 4 ❌
- Already Submitted: 95

Revenue:
- Estimated Total: $15,975.00
- Ready for Billing: $3,937.50

Timesheets:
- Total Uploaded: 12
- Completed: 10
- Processing: 2

You have 35 visits ready for submission and 4 errors that need attention.
Would you like me to help with either of those?

🔒 Safety Features

Confirmation Required

Billie will always ask for confirmation before:

• Submitting claims to payers
• Deleting timesheets
• Any other destructive actions

Data Security

• All data access uses your existing permissions
• Billie sees only what you can see in the dashboard
• Server actions enforce Row Level Security (RLS)
• No data is stored outside your database

🛠️ Tips for Best Results

Be Specific

✅ "Show me ready visits for NCTracks from last week"
❌ "Show me stuff"

Ask Follow-ups

Billie remembers the conversation context, so you can ask follow-up questions:

You: Show me billing alerts
Billie: [shows 3 alerts]
You: Tell me more about the first one
Billie: [provides details about alert #1]

Use Natural Language

You don't need special commands - just talk naturally:

• "What do I need to work on?"
• "Help me understand this error"
• "Can you export VA claims?"

Request Explanations

Ask Billie to explain billing concepts:

• "What's the difference between ready and review_required?"
• "How does the submission process work?"
• "What payers do we support?"

🔄 Switch to Dashboard View

You can always switch back to the traditional dashboard:

1. Click "Dashboard" button in the top left
2. Or navigate to /admin/billing

Both interfaces use the same data and actions.

⚙️ Behind the Scenes

Technology

• AI Model: OpenAI GPT-4 Turbo
• Framework: Vercel AI SDK
• Integration: Direct connection to billing server actions

How It Works

1. You send a message
2. Billie analyzes your request using GPT-4
3. Billie calls the appropriate tools (server actions)
4. Results are formatted into a friendly response
5. Response streams back to you in real-time

Tools Available to Billie

• getBillingSummary - Get overview statistics
• searchPatientVisits - Filter and search visits
• getBillingAlerts - Check active alerts
• getTimesheetUploads - Review timesheets
• submitBillingToPayer - Submit claims
• exportBillingData - Export for download
• deleteTimesheetUpload - Remove timesheets

🐛 Troubleshooting

Billie isn't responding

• Check your internet connection
• Refresh the page
• Check browser console for errors
• Verify OpenAI API key is set (for admins)

Responses seem incorrect

• Try rephrasing your question
• Be more specific about what you need
• Provide date ranges or filters
• Click "Reset" to start fresh

Tool calls fail

• Ensure you're logged in with proper permissions
• Check if the dashboard view works
• Report issue to technical team

📚 Learn More

• Dashboard: Traditional UI at /admin/billing
• Server Actions: Core logic in lib/actions/billing-service.ts

🎉 Getting Help from Billie

Remember, Billie is here to help! If you're unsure about anything:

• Just ask: "How do I...?"
• Request explanations: "Explain this to me"
• Get suggestions: "What should I do next?"

Billie is designed to be patient, helpful, and guide you through complex billing workflows step-by-step.

Ready to try Billie? Head to /admin/billing/chat and say hello! 👋