Billing & Insurance
- Simplify online payments. We’ve made it simple to accept payments online- no card reader required.
- Keep cards on file. Securely store PCI- encrypted credit card information for faster payments.
- Built-in compliance. Complete your annual PCI attestation in under 10 seconds—no extra portals or paperwork.
- Reduce payment delays. If a claim needs your attention, we’ll flag it on your Billing Dashboard to prevent delays.
- Improve claim accuracy. Reduce rejections with customizable claim forms, automatic claim creation, and free ERA posting.
- Quickly verify benefits. Insurance eligibility checks make it simple to see coverage details.
- Maximize your payments. Automatically collect payment and insurance information at intake.
- Spend less time on billing. Quickly create invoices for each new session in your calendar.
- Get paid faster. Collect copays and session fees instantly, with payments automatically tied to appointments.
TherapyAppointment made it a breeze to schedule appointments online, handle credit card payments, and generate Superbills. Plus, it kept all my client notes and treatment plans in one convenient place. The customer service team was always there when I needed them, friendly and ready to solve any issue. And the best part? It's all at a very reasonable price!
Take a look at the time-saving tools we offer
AI Notes new
AI-generated draft session notes, treatment plans, and session summaries.
Client Portal
Automated intake, online scheduling, and free unlimited client messaging.
Billing & Insurance
Easy claim filing, integrated payment processing, auto-billing, and free ERA posting.
Clinical Notes
Free SOAP and HIPAA library, customizable forms, and AI therapy notes.
Scheduling
Automatic reminders, custom calendar settings, and view-only calendar sync.
Data & Reports
Run audit reports, track earnings, and view real-time practice analytics.
Secure and reliable video therapy sessions (up to 49 people) from your dashboard.
Yes! TA makes it simple to accept client payments without the hassle of a card reader or terminal. You can use an external processor or Finix, our integrated payment solution.
Nothing. TherapyAppointment offers every customer free ERA processing and posting.
Finix's rates are 2.9% plus $.30 per transaction, which includes both card present and card not present transactions. There is no monthly fee, PCI compliance fee, or annual fee.
Absolutely. You can file claims, track their status, and post payments directly from your dashboard, without needing a separate billing software.
Yes! Simply add them to your schedule on the original date.
No. TherapyAppointment does not sync directly with QuickBooks. TherapyAppointment includes its own internal accounting tools for patient accounts and therapist income.
You can create paper billing statements and digital statements in TherapyAppointment. If you use QuickBooks for taxes, you can run an income statement in TherapyAppointment and enter the needed totals into QuickBooks. This helps you keep your practice accounting organized without needing a direct QuickBooks sync.
Our software was designed to streamline billing for both large and small practices. You can quickly connect your own Office Ally account ($0.15 per claim after the discount form is approved).