Insurance Billing Overview
The Insurance hub — what it is, how to turn it on, and how the pieces fit together
Insurance Setup
Billing identity, taxonomy codes, payers, and per-payer overrides — the one-time setup
Payer Enrollment
Enroll with payers to file electronically and receive ERAs
Client Insurance Coverage
Set a client's billing to insurance and add their coverage details
Filing Claims
Create and submit electronic claims, individually or in batches
Claim Statuses
The claim lifecycle, what each status means, and how to check on a claim
Fixing Claims
Rejections, denials, corrections, voiding, and wrong-payer claims
Insurance Payments & ERAs
Electronic remittance advice, posting payments, and adjustments
External Filing (CMS-1500)
Print CMS-1500 forms and track claims you file outside the platform
Billing Insurance Under Supervision
How claims work when the treating clinician is supervised
Balances & Deductibles
How each session splits between insurance and the client
Picking Your Taxonomy Code
Which NUCC taxonomy code to choose — including trainees and pre-licensed associates
Secondary Claims
File a claim with a client's secondary insurance after the primary has processed
Timely Filing & Write-Offs
Keep unbilled sessions ahead of filing deadlines, clear the list correctly, and write off balances with a paper trail