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.
Claims are autopopulated from your provider profile, the session, and the client's insurance. Nothing to copy, nothing to paste.
$0.30 per claim submission, $0.15 per eligibility check, no monthly billing fee. You pay only when you bill.
Enroll your payers once. Claims, eligibility checks, and ERAs all run through one built-in connection, no separate clearinghouse to manage.
Payer rules and real world billing experience are built into every flag you see before you submit.
$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
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.
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.
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.
Launch offer: Free claims and eligibility checks till the end of September. Applicable only for solo practices.
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 beyond your usual per session pricing.
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.
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.
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.
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 (as of September 2026).
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.
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.
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.
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.
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 (as of September 2026).