Workflow
Mental Health Insurance Claims and 837P Basics
Setup, claim generation from signed notes, and ERA posting for outpatient mental health insurance billing.
Published May 26, 2026 · 6 min read
Setup before first claim
Enroll with payers, store NPI and taxonomy on each clinician, and attach accurate insurance policies to each client in the chart.
Claim-to-payment workflow
From signed note to claim
Generate professional claims from completed visits with consistent place-of-service and telehealth modifiers when applicable.
ERA posting
Post electronic remittance to client balances automatically where clearinghouse connectivity is enabled — then work exceptions, not every line item by hand.
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