How To: 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: EDI 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.

Role Required: Practice Biller

To 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 dropdown
  • Click the Save Billing Settings button

To set the billing method for a single payer:

  • Click Payers > Payer Name > Payer 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

To set the billing method per billing line item:

  • Click Patients > Patient Name > Patient 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
Quick Tip: Selecting Direct - Cash, Check, or Credit/Debit Card from the Method dropdown implies that the client is responsible for the full rate of the service and will not get reimbursed by insurance. You cannot generate electronic claims or CMS-1500s for these items. If the client has a custom cash rate for the service, Direct - Cash, Check, or Credit/Debit Card will apply the custom rate.
  • Click the Save Changes button

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