Set Billing Method

The billing method for each date of service dictates how the corresponding claim can be submitted to insurance. There are three billing methods for in-network and out-of-network payers: Electronic for submitting electronic insurance claims, Paper for submitting CMS-1500 forms or generating superbills, and External for claims that you submit manually or through another program outside of TherapyNotes.

Billing methods can be set as a default for all in- or out-of-network payers, for a single payer, or per billing line item.

Set the Billing Method for All In-Network or Out-of-Network Payers

• Click the User Icon > Settings > Practice Billing
• Under Preferred Billing Methods, select your preferred default billing method from the In-Network Payers and Out-of-Network Payers dropdowns.
• Click the Save Billing Settings button.

Set the Billing Method for a Single Payer

• Click Payers > Payer Name > Info tab
• Click anywhere on the Payer Information box to edit.
• From the Billing Method dropdown, select your preferred billing method for the payer.
• Click the Save Changes button.

Set the Billing Method per Billing Line Item

• Click Patients > Patient Name > Billing tab
• In the table under Search Billing Transactions, click the date of service that you want to change the billing method for.
• A dialog with additional details about the date of service appears. The Billing tab should be selected by default.
• From the Method dropdown, select your preferred billing method for the date of service.
• Click the Save Changes button.