EHR Integrations

Specializing in SimplePractice and TherapyAppointment EHR Integration

For SimplePractice Users

Streamlined Insurance Claim Submission: We handle your insurance claims directly through SimplePractice, ensuring every claim is submitted accurately and on time.
Real-Time Claim Tracking: With SimplePractice’s built-in tools, we monitor the status of your claims, address denials, and keep you informed every step of the way.
Customized Billing Workflows: We configure your SimplePractice account to match your practice’s needs, from automated invoicing to insurance payment posting.
Deductible and Co-Pay Management: We leverage SimplePractice to track patient financial obligations, reducing errors and minimizing confusion for both you and your clients.
Insurance Payment Reconciliation: We review EOBs, reconcile insurance payments, and ensure your records are up-to-date—all within SimplePractice.
Training and Ongoing Support: Whether you're new to SimplePractice or looking to master its billing features, we offer customized training and ongoing assistance to keep your workflow seamless.

For TherapyAppointment Users

Efficient Claim Processing: We manage insurance claim submissions directly in TherapyAppointment, streamlining the process to ensure you get paid faster.
Patient Responsibility Tracking: TherapyAppointment’s tools help us manage patient balances, including co-pays, deductibles, and outstanding amounts, so billing is always clear and accurate.
Billing Workflow Optimization: We tailor TherapyAppointment’s billing features to suit your practice, including automated reminders, batch billing, and payment tracking.
EOB Review and Reconciliation: We handle insurance payment reconciliation in TherapyAppointment, ensuring payments are recorded accurately and discrepancies are resolved quickly.
Support for Authorization Tracking: TherapyAppointment’s platform allows us to monitor and manage insurance authorizations, ensuring treatment plans stay on track and coverage is verified.
New Patient Triage: We'll help you utilize TherapyAppointment's New Client onboarding tools to efficiently verify insurance coverage so you can easily manage your wait list.

You can stay right where you are!

We understand that every practitioner has their preferred tools for managing their practice, which is why we specialize in working directly within your current EHR platform—whether it's SimplePractice or TherapyAppointment. These leading platforms offer robust features for insurance billing and practice management, and we're here to help you maximize their potential.

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