New
Insurance billing

From signed note to paid claim

Check eligibility, submit claims, and match payments automatically, all inside the same platform that writes your notes. Pay per claim, with no monthly billing fee.

Trustpilot 4.6/5 rating
SOC 2 Type II
HIPAA compliant
Insurance billing
Supporting 800+ organizations:
“This is fantastic! No more having 5 different platforms for clients to use.”
Stephanie Staco, LMHC-D
Sunstone Psychotherapy Mental Health Counseling P.C
Stephanie Staco, LMHC-D, Sunstone Psychotherapy Mental Health Counseling
Everything in one place

Billing that's built in, not bolted on

Upheal is one system, so a signed note becomes a claim and the claim becomes a payment, next to the session it came from. No export, no clearinghouse portal, no second login.

One platform, no double entry

Claims are autopopulated from your provider profile, the session, and the client's insurance. Nothing to copy, nothing to paste.

No monthly billing fee

$0.30 per claim submission, $0.15 per eligibility check, no monthly billing fee. You pay only when you bill.

One loop for claims, eligibility, and ERAs

Enroll your payers once. Claims, eligibility checks, and ERAs all run through one built-in connection, no separate clearinghouse to manage.

Built with professional billers

Payer rules and real world billing experience are built into every flag you see before you submit.

How it works

Set up once, then it does the heavy lifting

Step 1: Create your billing profile

Set up a billing profile with your details and contracted rates. Need multiple locations or separate practices? Create as many profiles as you need.

Step 2: Enroll your payers

Choose what runs through Upheal for each payer: claims, eligibility checks, ERAs, or all three. Bill under your own NPI, with your own contracts and rates.

Step 3: Sign your note, create your claim

Finalize a note and create a claim in one click, or create claims in a batch for every unbilled session. Issues are flagged before you submit.

Step 4: Payments match themselves

When the ERA arrives, Upheal matches the payment to the right claim and recalculates what the client owes. See expected vs. paid, side by side.

Step 1: Create your billing profile
Step 2: Enroll your payers
Step 3: Sign your note, create your claim
Step 4: Payments match themselves
Billing that’s built in, not bolted on
Eligibility checks

Know what's covered before the first session

Run an eligibility check inside Upheal for a detailed view of coverage: copays, deductibles, and mental health details when the payer provides them. No payer portal logins needed.
$0.15 per check. That's it.
Billing that’s built in, not bolted on
Payments

See what you expected. See what you got paid.

With ERA enrollment, payments match to claims automatically, no manual reconciliation. Because your contracted rates live in Upheal, every session shows expected insurance payment, client responsibility, and write-off. When the ERA arrives, we recalculate and show expected vs. paid, so quiet underpayment doesn't stay quiet.
Keeping your current clearinghouse for now? No problem. Post payments manually from your EOBs or ERAs and keep your books in Upheal while you transition at your own pace.
Billing that’s built in, not bolted on
Billing hub

Every session shows you where the money stands

On every session, the billing hub shows client responsibility, expected insurance payment, and write-off in real time. Open any client and see their balance: what they owe, and what insurance still owes you. So you know exactly when to act, and when to relax.
Billing that’s built in, not bolted on
Client insurance

Insurance details, collected without the back-and-forth

Each client's profile holds primary, secondary, and tertiary insurance, so you can bill all three through Upheal. Collect ROI and AOB through digital forms, and let clients snap and upload insurance cards. No more "can you email me a photo of the back, too?"
Billing that’s built in, not bolted on
Denials

Denied claim? Upheal drafts the appeal.

When a claim gets denied, Upheal drafts an appeal for you, pulling the relevant information from the client's chart to establish medical necessity and address the denial reason. What used to be an evening of digging through notes becomes a review and send.
Billing that’s built in, not bolted on
AI Assistant

"Which claims need my attention this week?"

Upheal Assistant knows your clients, your sessions, and your claims. Ask it to check on a claim, find unbilled sessions, or explain a balance, in plain language, without opening a report.
Billing that’s built in, not bolted on
Cleaner notes, cleaner claims

Billing is only as good as the note behind it

Denials usually start in documentation, not billing. Upheal checks notes against payer requirements before you sign, and treatment plans keep the golden thread intact, so your claim is backed by a chart that holds up, billing from the same place your notes live.
Pricing

Pay per claim,  not per month

$0.30 per claim submission, $0.15 per eligibility check, no monthly billing fee. Legacy EHRs charge a monthly fee whether you bill or not. Upheal charges per claim, so you pay only when you bill.

$0.30

per claim submission

$0.15

per eligibility check

$0.00

monthly billing fee

Try for free

Your most popular FAQs

Do I keep my own payer contracts?

Yes. You bill under your own NPI, with your own payer contracts and rates. Upheal gives you the tools to submit claims, check eligibility, and track everything in one place. Your payer relationships stay yours.

Do I need a separate clearinghouse?

No. Clearinghouse connectivity is built into Upheal, the same way a payment processor handles card networks for you behind the scenes. Enroll a payer for electronic claims, eligibility checks, and ERAs, and everything runs through one loop. If you'd rather keep your current clearinghouse for now, you can. Just post payments manually from your EOBs or ERAs.

Do I have to learn billing to use it?

No. Claims fill themselves in from your notes and client details, problems are flagged before you submit, and payments match themselves when the ERA arrives. If a payer rejects something, you'll see why in plain terms. And when you're not sure about anything, ask the Assistant, or get a real person on a call.

What does it cost?

-Insurance billing is usage based: $0.30 per claim submission and $0.15 per eligibility check. There is no setup cost and no monthly fee on top of your EHR plan.

Can I bill secondary and tertiary insurance?

Yes. Each client's profile holds primary, secondary, and tertiary insurance, and you can bill all three through Upheal, so clients with more than one plan don't mean more than one workflow.

What happens if a claim is denied?

You'll see the denial next to the session it belongs to, along with the reason, and Upheal will draft an appeal for you, pulling relevant information from the client's chart to establish medical necessity. You review, edit if needed, and send.

Should I take insurance or stay private pay?

It depends on how quickly you can fill your caseload. Insurance brings steady referrals but pays a lower, fixed rate and adds billing work. Private pay earns more per session, but you find every client yourself. Our free insurance vs. private pay calculator compares insurance, private pay, and a hybrid mix using your license, location, and caseload, and recommends a private-pay rate.

Does Upheal handle credentialing?

Credentialing is included in Managed Billing, Upheal's done-for-you billing service. Insurance billing in Upheal assumes you are already paneled with your payers. Managed Billing is currently on a waitlist.

Is insurance billing available outside the US?

No, insurance billing is available to US practices only. Client payments are available in the US and Canada. Notes, scheduling, and telehealth are available everywhere Upheal is.

Which payers can I bill through Upheal?

Any payer available through Upheal's built-in clearinghouse connection, including commercial plans, Medicaid, and Medicare, with no exclusions. Search for your payer during enrollment to confirm.

How long until I get paid?

That depends on the payer, not on Upheal. Upheal shows each claim's status at every step and matches the ERA to the claim the day it arrives, so you always know where a payment stands.

Can I switch to Upheal billing mid year?

Yes. Enroll your payers whenever you're ready, and keep billing older sessions through your current clearinghouse while you transition. Post those payments manually so your books stay in one place.

How is Managed Billing different?

Insurance billing is the software: you submit claims and Upheal automates the rest. Managed Billing is a service: Upheal's billing team works your claims, denials, and follow up for you, including credentialing. Managed Billing is currently on a waitlist.