From signed note to paid claim

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.

Insurance billing is usage based: $0.30 per claim submission and $0.15 per eligibility check. One claim can carry several sessions for the same client and payer. There is no setup cost and no monthly fee on top of your EHR plan.

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.

If you decide to take insurance, our guide to the best EHR for therapists who accept insurance compares claim fees, ERA posting, and eligibility checks across seven EHRs.

Yes, as part of Managed Billing, Upheal's done-for-you billing service. We credential you with insurers under your own NPI, then run your billing, and the credentialing fee is credited back against your billing fees over your first six months, up to five applications. Insurance billing on its own assumes you are already paneled with your payers.

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, and can credential you with new payers. It costs 5.9% of what we collect, with no minimums.

Yes. An admin or biller sets it per provider in Billing settings. New claims carry the credentialed colleague's name and NPI as the rendering provider, while the session, note, and payment stay with the provider who saw the client. Whether a payer accepts this depends on its rules, so check with your payers first.