Your First Insurance Client: What to Expect
A first-insurance-client checklist for solo therapists: EHR access, EFT, provider and biller responsibilities, and the claim-to-payment timeline.
George Ruan · Aug 20, 2026
Practical guides for therapists on starting and running a private practice: licensure, business setup, EHR, and day-to-day operations.
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A first-insurance-client checklist for solo therapists: EHR access, EFT, provider and biller responsibilities, and the claim-to-payment timeline.
George Ruan · Aug 20, 2026
Why Bomi reverifies payer participation when a therapist’s individual NPI is missing from—or linked to the wrong—group NPI and billing TIN.
Dax Earl · Aug 18, 2026
The no-login WPO invoice flow for an EAP referral, including required portal fields, case closure documents, UCMS, ORS, and late-payment follow-up.
George Ruan · Aug 18, 2026
A practical new-client insurance workflow for therapy practices: what your front desk should collect, what your biller should configure, and what not to guess.
George Ruan · Aug 16, 2026
Changing your medical practice EIN? Use this Medicare, payer, NPI, credentialing, EDI, and EFT checklist to avoid preventable payment gaps.
Dax Earl · Aug 2, 2026
How Bomi checks benefits, handles uncertain network and cost-share answers, compares VOB estimates with remittances, and improves payer-specific rules.
Dax Earl · Jul 23, 2026
Why electronic and phone VOBs can miss deductible, network, authorization, Medicare, and Medicaid details before the first claim is processed.
Dax Earl · Jul 23, 2026
Billing insurance under your SSN works at first but quietly creates credentialing and contract problems. A PLLC or PC with its own NPI Type 2 is cleaner.
George Ruan · Jun 30, 2026
Illinois HB1806 does not ban every AI tool in therapy practices. It separates administrative AI, documentation support, and AI that acts like the therapist.
Dax Earl · Jun 1, 2026