Workflow
Therapy Billing Software: Self-Pay and Insurance Basics
How therapy billing software should connect signed visits to invoices and 837P claims — without duplicate data entry.
Published June 8, 2026 · 6 min read
Self-pay and card payments
Invoices should inherit CPT codes, fees, and client balances from signed notes. Online payment links through the portal reduce front-desk phone time.
Insurance workflows
Claims from the chart
Store payer policies once, generate professional claims where your region supports 837P, and post ERAs back to the patient ledger.
What software does not replace
Payer enrollment, appeal strategy, and claim accuracy remain your responsibility — good software reduces double entry, not payer policy.
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