# Superbill and Therapy Invoices Ready to Approve Source: https://maito.app/workflows/prepare-therapy-invoices-and-superbills-for-approval Maito checks paid sessions each week, prepares invoices and superbills from your practice system, holds incomplete ones and waits for approval before delivery. Paid sessions become invoices and superbills in the practice system, with exceptions held for a person to check. [Finance](https://maito.app/workflows/team/finance) · [Healthcare practices](https://maito.app/workflows/industry/healthcare-practices) · On a schedule · Updated October 19, 2026 Works with - Slack - Email - Gmail - Microsoft 365 - Superhuman Mail ## How do you prepare a superbill or therapy invoice? To prepare a superbill or therapy invoice, set a weekly Loop. Maito checks which paid sessions need documents, builds each from verified dates, rates and provider details, holds anything incomplete, such as a missing diagnosis code, and posts counts and client IDs only in Slack for approval before delivery. ## How it's done today Each clinician prepares documents by hand and emails them from their own inbox. ## What Maito does 1. List sessions paid this week 2. Check the billing data is complete 3. Hold exceptions for review 4. Queue the rest for approved delivery ## Example Loop run: Friday 3:00 PM · Weekly billing documents **Maito** (3:00 PM): 11 paid sessions this week need documents. **Ready for your approval: 9** • 6 invoices, 3 superbills, total $1,395 • All have a verified session date, rate and provider NPI **Held: 2** • Client C-0418: superbill needs a diagnosis code, and the clinician note isn't signed yet • Client C-0273: two payers on file, and I can't tell which is primary Catch: for C-0391, the email on file is a shared family address, and this client's profile says a parent should not see session records. I moved it to a hold so it isn't delivered to the wrong person. From the practice system's billing records. Nothing has been delivered. Should I queue the 9 for delivery through the client portal? **Dee** (3:12 PM): yes, queue the 9. I'll sort out the three holds on Monday. **Maito** (3:13 PM): 9 documents are queued for the client portal and delivery will start now. Holds are on Monday's list for you: C-0418, C-0273 and C-0391. ## How to set it up On a schedule Prepare therapy invoices and superbills for approval Ask your agent “Every Friday at 3, check which paid sessions need an invoice or superbill in our practice system. Post counts and client IDs only in #billing, hold anything incomplete, and wait for my approval before delivery.” Connect email - Gmail - Microsoft 365 - Superhuman Mail Use practice management software - Clio - Dentrix - Jane No MCP server needed. Ask your agent to save a skill with the steps, then add the login or API key in Settings → Vault. Not connected yet? Your agent sends you a link to sign in. ## What it won't do It doesn't choose diagnosis or billing codes. A clinician or biller supplies and signs off on them. ## Questions ### Does it send them to clients? No. Nothing is delivered until you approve. ### What does it hold back? Anything incomplete or risky, such as a missing diagnosis code, an unclear primary payer or a shared email address. ### Does client information go in Slack? The post uses counts and client IDs only. It reads records from your practice software such as Clio or Jane, and delivers by Gmail, Microsoft 365 or Superhuman Mail after approval. ## More finance workflows - [Log and match every invoice Invoices from email get read, logged and matched to purchase orders. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero.](https://maito.app/workflows/log-and-match-every-invoice) - [Review expenses against policy Expenses get checked against the policy before a person approves them. Finance · When something happens Works with Ramp.](https://maito.app/workflows/review-expenses-against-policy) - [Prep the month-end close checklist Know which close tasks are done, late or blocked. Finance · On a schedule Works with Linear, Asana.](https://maito.app/workflows/prep-the-month-end-close-checklist) - [Explain a budget variance See why spending is over or under budget, line by line. Finance · When you ask Works with QuickBooks, Xero, Airtable, Microsoft 365.](https://maito.app/workflows/explain-a-budget-variance) - [Chase overdue invoices Customers with overdue invoices get polite, correct reminders. Finance · On a schedule Works with QuickBooks, Xero, Gmail, Microsoft 365.](https://maito.app/workflows/chase-overdue-invoices) - [Build a forecast scenario Ask "what if" and get the forecast redone with your assumptions. Finance · When you ask Works with Airtable, Microsoft 365.](https://maito.app/workflows/build-a-forecast-scenario) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. 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