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You don’t do billing. The front office and the practice manager do. But every claim starts with your documentation, and a claim is only as good as the note behind it. Here’s what they need from you.

What a clean claim needs

  • A completed note for the session, within the timing standard in Documentation standards. No note, no claim.
  • The correct service code for what you did (for example, individual psychotherapy at the right duration). Use the codes in the PracticeOS note template. If you’re unsure which applies, ask Helen.
  • Actual session time, start and end. Codes are duration-based. Document the real time.
  • A diagnosis in the record that supports the service. Payers require it. It should be your clinical diagnosis, documented in the assessment.
  • Modality and place of service: in-person or telehealth, and client location for telehealth.
  • Your credential and NPI, which the system attaches, as long as your profile is complete.

How clients pay

Most clients are private-pay at the practice’s posted rates, with membership pricing available. Many receive superbills to submit to their own insurance for out-of-network reimbursement. Some payer relationships are in development. The front office knows the current status of each; don’t tell a client their insurance will cover you unless the front office or practice manager has confirmed it.

What you never do

  • Document a session that didn’t happen, or bill for one
  • Round session time up to reach a higher code
  • Choose a code or diagnosis for reimbursement rather than accuracy
  • Alter a note after a claim is submitted, except by a dated addendum
  • Discuss fees, discounts, or write-offs with a client on your own. Route to the front office; Helen decides.
Billing for federal healthcare programs (Medicaid) makes accuracy a legal matter as well as an ethical one. The False Claims Act reaches individuals who knowingly submit or cause a false claim. We’re far too small for the law that requires a formal written policy on this, but the underlying rule applies to everyone, and this page is our statement of it.

If you think something is wrong

If you notice a billing error, a claim you don’t recognize, or anything that looks like a compliance problem, tell the practice manager. If you’re uncomfortable raising it with her, tell Helen. You won’t be retaliated against for raising a good-faith billing concern.

Questions clients ask you

“How much is this?” “Does my insurance cover it?” “Can I get a discount?” All of these go to the front office. “Let me have the front office follow up with you today” is a complete answer. SOP 09 (payment and insurance info), SOP 14 (eligibility checks), SOP 17 (billing triage), SOP 26 (invoices). See the SOP library.