Preventive and Occupational Medicine EHR

Preventive and occupational medicine serves employers and populations as well as patients. XEHR handles employer accounts and individual care in one place.

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Includes Aerospace Medicine Occupational Medicine

Chart · Office visit

Lastname, Firstname M. Sample patient · DOB 01/01/1980 · Commercial

Eligible

BP128/82

HR72

BMI26.4

Temp98.6

Progress noteAI Scribe draft

Pre-employment physical.

Z02.1 Pre-employment examination

ReviewSign note

Diagnosis carried to the claimZ02.1

THE HARD PARTS

What makes preventive and occupational medicine billing hard

The employer pays, not the patient

Physicals, screenings and surveillance are billed to employers on contract terms.

Workers compensation

Work injuries go to a different payer with their own reports.

Screening programs at scale

Large programs need tracking across many people.

WHERE THE WORK HAPPENS

How preventive and occupational medicine care is delivered and billed

Preventive medicine physicians work in occupational health clinics, public health agencies, corporate and aerospace medicine, and lifestyle and preventive care. Occupational services are often paid by employers or workers’ compensation rather than health insurance; preventive services for individuals are covered by most plans without cost sharing when they meet federal recommendations.

What payers check on preventive and occupational medicine claims

Preventive services that meet federal recommendations are covered by most plans without patient cost sharing.
Pre-employment and fitness-for-duty exams are usually paid by the employer, not the health plan.
Work injuries are billed to workers’ compensation with the claim details.
Medicare preventive services have their own eligibility and frequency limits.
Counselling services billed by time need the time documented.

Common preventive and occupational medicine diagnoses ICD-10-CM

Z02.1	Encounter for pre-employment examination
Z13.220	Encounter for screening for lipoid disorders
Z71.3	Dietary counseling and surveillance
Z72.0	Tobacco use
Z11.59	Encounter for screening for other viral diseases
Z57.1	Occupational exposure to radiation

Examples only. The provider chooses the code that matches the documented diagnosis, and XEHR checks it against the note and the payer's rules before the claim goes out.

A VISIT ON XEHR

A preventive and occupational medicine visit, start to payment

1
Know who pays

Employer, workers’ compensation or health plan is recorded as the payer before the visit.
2
Examine and screen

Exams and screenings are documented with the standard required by the employer, regulator or plan.
3
Counsel

Preventive counselling is recorded with its time and content.
4
Bill or invoice

Health plan services go out on claims; employer services are invoiced to the employer.

How XEHR helps

From the preventive and occupational medicine visit to the payment

Employer billingServices can be billed to the employer account.
Injury cases kept separateWorkers compensation cases carry their own payer and details.
Reports across patientsReports show screening and completion across your population.
AI that waits for youThe AI drafts notes and prepares claims; your providers sign and your billers approve.

Claim · CMS-1500

Sample claimLastname, Firstname M. · DOS 03/04/2026

Scrub passed

Scrubbed
Submitted
Accepted
Paid

Service	Dx	Units	Charge
Office visit	E11.9	1	145.00
A1c test	E11.9	1	28.00
Total			173.00

ERA postedPayment applied, no re-keying

Agentic AI for preventive and occupational medicine

AI medical billing for preventive and occupational medicine practices

XEHR is an agentic EHR: AI agents do the administrative work around every preventive and occupational medicine visit, and your team approves what matters. How agentic AI works

Before the claim leaves

The claim-check agent looks for

Preventive services that meet federal recommendations are covered by most plans without patient cost sharing.
Pre-employment and fitness-for-duty exams are usually paid by the employer, not the health plan.
Work injuries are billed to workers’ compensation with the claim details.
Medicare preventive services have their own eligibility and frequency limits.

Around the visit

Agents run on their own

Coverage checked before each preventive and occupational medicine visit
The visit note drafted for the provider to sign
Insurance payments matched and posted
Open claims tracked, denials read and appeals drafted

People decide

Your team stays in charge

Providers sign every note
Billers approve every claim and appeal
Staff submit prior authorizations
Any check can be overridden, with a reason

BUYER'S GUIDE

Questions to ask before you choose a preventive and occupational medicine EHR

Ask every vendor, including us. The answers show whether a system was built for preventive and occupational medicine work or only adapted to it.

Ask us on a demo

Can employer, workers’ compensation and health plan services be kept separate?
Are preventive services billed without cost sharing where recommendations apply?
Is counselling time documented?
Can employer services be invoiced?
Are Medicare preventive frequency limits tracked?

QUESTIONS

Preventive and Occupational Medicine practices ask us

Can XEHR bill employers directly?

Yes. Services can be billed to an employer account instead of the patient insurance.

Does XEHR support workers compensation?

Yes. Injury cases have their own payer and claim details.

Does XEHR support occupational health clinics?

Yes. Employer-paid, workers’ compensation and insurance-billed services are kept separate.

Can XEHR bill preventive counselling?

Yes. Counselling is documented with its time and content and billed where covered.

Does XEHR support lifestyle medicine programs?

Yes. Counselling and visits are documented and billed where covered.

Can public health clinics use XEHR?

Yes. Visits and vaccines are documented and billed.

How much does XEHR cost for a preventive and occupational medicine practice?

Pricing is published: $189 per provider per month for the Clinical plan, $449 per provider per month for the Practice Suite with billing, or 2.5% of collections for RCM as a Service. Month-to-month, with a BAA on every plan. See pricing.

How long does it take a preventive and occupational medicine practice to go live?

Small practices are usually live in 2 to 4 weeks, including setup, data migration and training. We agree the plan with you before you sign.

SUBSPECIALTIES

Preventive and Occupational Medicine subspecialties on XEHR

Related specialties

See all specialties

See XEHR set up for preventive and occupational medicine

A 30-minute walkthrough on a live test environment, with your specialty's templates and billing.

Book a demo See pricing