Billing & Insurance

Reduce stress with billing, claims management, & free ERA posting.
Drawing of a man with glasses in a blue chair at his desk looking at a credit card as he enters payment information to his computer.
Image of the TherapyAppointment credit card screen.

Integrated payment processing

  • 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.

Simplified filing and tracking

  • Reduce payment delays. If a claims issue needs your attention, we’ll flag it on your Dashboard so payment isn’t held up.
  • Improve claim accuracy. Reduce rejections with customizable forms, auto claim creation, and free ERA processing and posting.
  • Quickly verify benefits. Verification reports make it easy to view eligibility and co-pay benefits.
Image of the TherapyAppointment insurance claims screen.
Image of the TherapyAppointment payments and refunds screen.

Automated payments

  • 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!

Christine Frazita
CBT Therapist in San Francisco, CA

FAQs

Can I process online payments?

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 new integrated payment solution.

How much are ERAs

Our customers receive free ERA processing and posting.

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

Yes! Simply add them to your schedule on the original date.

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 can quickly connect your own Office Ally account ($0.15 per claim after the discount form is approved).