Therabill Help Videos

Onboarding

• Intro to Therabill

Setup

• Service Facilities: Setup and WebPT Integration
• Add a Provider
• Credentialing Alerts
• Provider Groups
• Insurance Card Mapping: WebPT Integration
• CPT Fee Schedule

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Administrative

• Add a User

EDI, ERA, EFT

• EDI, ERA, & EFT - Overview
• ERA Payment Posting

Sessions

• Edit a Session
• Session Class

Insurance Billing

• How to Create a Claim (Print & Mail and EDI)
• Session Missing - Insurance Invoicing
• Claim Submissions
• Billing a Secondary Insurance
• Cancel/Delete a Claim
• Box 33: Insurance Specific Billing Provider

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Authorizations

• Authorization Watch

Client Billing

• Client Rates
• Session Missing - Client Balance Statement
• Agency Billing

Payments

• Session Status and Session Action
• Single Session
• COB Batch Insurance
• Batch Insurance
• Batch Client
• Batch Agency

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Reports

• Top 5 Reports
• Create and Run Custom Reports
• Client Refund Custom Report