How Dr. Elena Perez Streamline Her Allergy Testing and Billing Accuracy with Empathia AI
Palm Beach Health Network
Palm Beach Health Network, Florida, US
Doctor
Dr. Elena Perez
Specialty
Allergy and Immunology
The templates match exactly what I need for allergy testing and spirometry. Reviewing and sending for billing is so much easier now, and having rationale statements built right into the template is essential.
The challenge
Before Empathia
- Manual billing steps: Level of service and CPT codes for allergy testing and spirometry had to be added manually.
- Paper intake forms: Patient questionnaires were completed on paper, then re-entered into the EMR.
“Sometimes I have to rewrite or fix the plan section myself — it doesn’t always pull correctly.”
Dr. Elena Perez is a board-certified allergist and immunologist with over two decades of experience in pediatric and adult allergy care. Her clinical expertise includes primary immunodeficiency disorders, asthma, eczema, and food/environmental allergies. Dr. Perez practices at Allergy Associates of the Palm Beaches, where she also teaches residents and participates in community outreach with the Immunodeficiency Foundation (IDF).
Care Setting: In-clinic and telemedicine
Team Setup: Physician with rotating residents and clinical staff
Common Note Types: Allergy testing, spirometry, SOAP notes, patient intake, billing documentation
She was introduced to Empathia AI through a colleague referral, and sought support to optimize documentation workflows, focusing on custom templates, billing accuracy, and clinical form integration.
“I want to make sure my templates include everything — from statements of medical necessity to proper CPT coding for allergy testing.”
Before
Manual billing steps: Level of service and CPT codes for allergy testing and spirometry had to be added manually.
Paper intake forms: Patient questionnaires were completed on paper, then re-entered into the EMR.
“Sometimes I have to rewrite or fix the plan section myself — it doesn’t always pull correctly.”
How Empathia AI Fits Into Daily Workflow
The Discovery
Referred by a colleague testing multiple AI scribes, Dr. Perez connected withEmpathia’s team to explore how Empathia could improve her CureMD documentation workflow.
Workflow Adaptation
Before Visit: Patient completes intake form (moving from paper to digital using AI Pre-Visit Intake).
During Visit: Dr. Perez selects a template for allergy testing or spirometry; AI assists in generating the rationale and coding details.
After Visit: The note includes CPT codes, level of service, and structured plan statements for billing submission.
“Once we move the forms online, it’ll make the whole intake and documentation process so much smoother.”
Top Features Used
Template Builder & Customization – Personalized allergy and spirometry templates, including rationale statements.
Smart Edit – Ensures purpose statements and medical necessity are consistently included.
CPT Coding Service – Displays level of service automatically in generated notes.
AI Pre-Visit Intake - Digitize patient questionnaires and integrating intake templates
“It’s helpful that Empathia can include rationale statements directly in the template — that’s essential for billing.”
The Transformation
After Empathia
Key Improvements
After customizing her templates with Empathia AI, Dr. Perez achieved more consistent documentation and smoother billing preparation.
- Templates now auto-include medical necessity statements, reducing manual edits.
- Level of service appears automatically, ensuring billing accuracy.
“The templates reflect exactly what I need for allergy testing and spirometry. It’s much easier to review and send for billing.”
Metric | Before Empathia AI | After Empathia AI |
|---|---|---|
Template Consistency | Variable formatting | Standardized allergy & spirometry templates |
Billing Information | Manually added | CPT & service level auto-included |
Documentation Edits | Frequent fixes | Minimal manual correction |
Efficiency | Slower workflow | Streamlined, structured note |
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Key Features Used
Templates
Customizable templates for common visit types
AI Pre-Visit Intake
AI-led patient intake that collects information before the visit—via voice or text—and organizes it into a clean, structured summary.
Smart Edit
AI-powered editing that understands medical context
