Billing Systems Consulting
We help therapists simplify and strengthen their billing systems. From insurance workflows to client invoicing and reporting, we guide you through the tools, settings, and strategies that make billing more efficient and less stressful.
Billing That Works for Therapists
Our consulting engagements help you understand and improve your billing systems, not replace them. We work inside your existing EHR to identify gaps, configure tools, and build workflows that save time, reduce errors, and support your financial goals.
Insurance Workflow Review
We assess your CPT coding, claim submission, and denial follow-up process to identify inefficiencies and recommend improvements.
Client Billing Setup
We help you configure your EHR’s invoicing tools, payment tracking, and client communication settings for clarity and ease.
HIPAA-Aligned Configuration
We guide you through secure billing practices using your existing HIPAA-compliant platform, no new tools required.
Reporting & Reconciliation Guidance
Learn how to generate and interpret income reports, track outstanding balances, and prepare for tax season using your EHR.
Automation & Integration Strategy
We help you identify and activate automation features like reminders, payment processing, and integrations to reduce manual work.
Solo or Group Practice Planning
Whether you're billing for yourself or a growing team, we help you structure your systems to scale with confidence.
How Billing Consulting Works
We start with a discovery session to understand your current billing setup, pain points, and goals. From there, we audit your EHR configuration, identify opportunities for improvement, and provide a clear action plan.
You’ll walk away with a streamlined billing workflow, improved confidence in your systems, and the knowledge to manage billing more efficiently, whether you're solo or scaling.
Engagement Options
Flexible Consulting Packages
Billing consulting is available as part of our Clarity Session, 90-Day Growth Plan, or Fractional Practice Partner tiers. We tailor our support to your goals and systems.
Start with a Clarity Session
Book a one-time strategy session to review your billing setup, identify gaps, and get a clear action plan.