Billing & Claims

Effortless and secure management of payments and claims

Integrated payment processing

  • Get paid faster. Automatically collect payment information during intake.
  • Keep cards on file. Securely store PCI- encrypted credit card information for faster payments.

Automated billing

  • Put billing on auto-pilot. Instantly create invoices for each new session in your calendar.
  • Auto charge cards on file. Automatically bill to the card on file after each session.

Group practice settings

  • One-click access. Choose if a provider manages their billing/has access to accounting features.
  • Flexible claim creation. Create customized claims for specific providers and insurance companies.
  • Easy billing and reports. Run reports and manage billing for active and inactive providers.

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!

Christine Frazita
CBT Therapist in San Francisco, CA
All Features

Take a look at the time-saving tools we offer

Client Portal

One place for scheduling, billing, and secure, HIPAA-compliant messaging.

Billing & Claims

Integrated credit card processing, automated billing, and paperless payments.

Clinical Notes

Choose from our free library of SOAP and custom templates.

Scheduling & Reminders

Effortlessly book and track appointments with ease.

Data & Reports

Import existing client info, consolidate practice data, and generate income reports.

Insurance

Simplify claims with eligibility verification, easy filing, and automated tracking.

Telehealth

Conduct HIPAA-compliant telehealth sessions directly from your dashboard.

ePrescribe New

Simplify prescriptions for both controlled and non-controlled substances.

FAQs

Can I process online payments?

We've made it simple to process client payments online, without the hassle of using a card reader or terminal. TA customers have the option of using an outside payment processor (additional processor-specific fees apply), Global Payments, or Finix, our new integrated  payment technology provider.

How much are ERAs

Our customers automatically receive free ERA processing and posting.

Can I submit claims for past dates of service (before establishing my account with you)?

Yes! Just put them on the schedule on that prior date and submit.

Do you sync with Quickbooks?

Our cloud based EMR system does not sync to Quickbooks. We have our own internal accounting system for patient accounts and therapist income. With TherapyApppointment, you can create paper billing statements and digital statements. If you want to continue to use Quickbooks, all you need to do for tax purposes is to run an income statement in our software and type those very few numbers into your Quickbooks system.

How do I know if I can bill insurance companies electronically?

Our software was designed to streamline billing for both large and small practices. You have the option to use our integrated claims tool, automatically included with your account, or quickly connect your own Office Ally account (starting at $0.15 per claim).