Abstract: A computer-implemented method, a system, and software include receiving information for a healthcare services event for a patient and creating a note based therein; performing an insurance Eligibility Request/Eligibility Verification by with an insurance company utilizing patient information converted into a format readable by the insurance company; receiving information as the healthcare services event is performed to complete the note, wherein the note comprises doctor supplied procedure and diagnostic content needed to create a valid insurance claim; and converting the note into an insurance claim and providing the insurance claim to the insurance company in a format readable by the insurance company; wherein the note is setup to automatically convert to the insurance claim without back-end user input or coding.