Request a Demo Start a Free Trial
Mobile Navigation Icon
Request a Demo Start a Free Trial
Request a Demo Start a Free Trial

Mental Health Billing Software for Therapists

Stop losing evenings to billing work

When a session wraps up, billing should keep moving. The therapy billing software built into TheraNest® automates invoicing, claim submission, and payment posting based on rules you set. Routine claims go out on schedule, and you step in when a claim or payment needs a decision.

Request a demo
Start a free trial

What behavioral health billing software changes about your week

Insurance billing repeats the same steps for every session: create the invoice, build the claim, send it, and post the payment. Done by hand hundreds of times a month, that repetition is where small mistakes slip in. TheraNest automates those steps, so you spend your time on the claims and payments that need your attention. 

Billing across license types and roles

TheraNest’s billing software for mental health professionals handles clinicians with different license types, rates, and payer credentialing. Psychologists, psychotherapists, counselors, and social workers can bill under their own credentials or under a supervising clinician, and in a group practice with varied specialties, TheraNest tracks who rendered each service and bills it accordingly.

Catch errors before they cost you

Fixing a claim before it goes out is faster than resubmitting it later. Before TheraNest sends a claim, a basic scrub checks it for missing details, like a client’s date of birth, address, or diagnosis code, and holds back incomplete claims. The scrub doesn’t confirm that what you entered is correct or guarantee payer approval, but it catches blank fields before they become rejections.

You control what gets automated

Our billing software for therapists automates only the steps you turn on. Exclusion rules by payer, billing provider, or rendering provider keep the claims you choose out of automatic submission. Each step waits a day before the next one runs, so you can spot-check before eligible claims go out on schedule. With a partnered clearinghouse, claim statuses show in Claims Manager, under Billing > Claims. ERAs (the payment reports payers send back) that can’t post automatically wait in ERA Received.

From session to payment, automatically

Configure your rules once
TheraNest runs the workflow
You handle the exceptions, nothing else
Every automated action stays on record
Configure your rules once

Tell TheraNest how your payers, plan types, modifiers, and exceptions work. We can help you set this up during onboarding so you’re not guessing at each payer’s requirements.

After that, every automated step works from the same setup. Invoices, claims, and ERA posting all follow it, so you don’t re-enter payer details for each claim.

TheraNest runs the workflow

Each step you turn on runs nightly, with a one-day review window before the next one. For eligible appointments, like sessions marked kept that haven’t been invoiced, TheraNest creates the invoice. After one review window, it adds that invoice to claims awaiting submission. After another, it scrubs the claim and sends it to your clearinghouse if nothing is missing.

When the ERA comes back, TheraNest posts the payment if it matches your posting rules. Anything your exclusion rules hold back stays put for you to handle.

You handle the exceptions, nothing else

Automation handles the routine. What’s left for you or your biller is the work that needs a person: claims your exclusion rules held back or the scrub stopped for missing details, claims a clearinghouse or payer rejected, and ERAs that didn’t match your posting rules. Rejected claims appear in Claims Manager with the reason, and unmatched ERAs wait in ERA Received.

Every automated action stays on record

Every claim, ERA, and payment adjustment is logged and linked to the original appointment. If a payer requests documentation or you run an internal audit, you can trace any payment back to the session and see what was billed, paid, and adjusted.

Automate your billing workflow as your practice grows. Explore pricing plans.

Real results from real users

Aurora S, Office and Billing Manager
“I have had a good overall experience with TheraNest doing mostly the billing and insurance side of the practice and I can easily track payments and other billing needs. I like the ease of use most! It is very user friendly and easy to navigate.”
Ashley Williams, Cardinal Hope Mental Health Counseling Services
“Overall, I’ve seen a lot of areas where I’ve been able to save time, money, and help grow my practice with TheraNest.”
Stacey Y., Psychotherapist
“Having used other more complicated systems that counties and larger agencies use, TheraNest is unlike those…TheraNest is uncomplicated and designed for therapists. easy to navigate, billing is easy, [you] can create standardized forms, upload documents into client file, [the] agenda and calendar view are helpful, and notes are narrative-not drop downs.”
Corinna D., Psychotherapist
“I have used TheraNest for many years now. It allows me to manage my entire practice on just one site. I do my billing, scheduling, communication, and clinical notes [all in TheraNest]. [TheraNest] is always striving to improve the site and introduce new features.”
Verified User in Mental Health Care, Small-Business (50 or fewer emp.)
“The platform is mostly easy to use and efficient and the upgrades to the billing platform have been great”
Kyle M
“TheraNest makes the end of my session a 10 min wrap up with documentation, and the end of my day a 5 min wrap up to submit ALL billing.”

What’s your billing time really worth?

Want to see our therapist billing software in action before you commit? We’ll walk you through it live: how an invoice gets created from a session, how the claim goes out, and how the payment posts back. Bring your questions about your own payers and setup.

Request a demo

Frequently Asked Questions

Is automated billing difficult to configure?
Arrow Icon
Not usually. You turn on the automation for steps you want (any of invoice creation, invoice processing, claim submission, and ERA processing) and set exclusion rules anything you don’t want automated. The system then runs those steps on a nightly schedule and leaves a one-day review window between them so you can spot-check before moving forward.
What exactly gets automated?
Arrow Icon
TheraNest’s mental health insurance billing software can automate these four steps:
  • Invoice creation for new appointments, or for appointments whose clinical documentation is newly signed.
  • Invoice processing, which prepares the claims for submission.
  • Claim submission, which checks claims for missing information and sends complete ones to your clearinghouse.
  • ERA processing, which auto-posts ERAs according to your posting rules, or blocks them from posting if they meet certain conditions.
Will I lose visibility into what’s happening with my claims?
Arrow Icon
No. With a partnered clearinghouse, you can track claim statuses in Claims Manager, under Billing > Claims (Submitted, Accepted, Rejected/Denied, and more), and TheraNest checks for clearinghouse status updates regularly after submission. Rejected or denied claims show up in the Rejected/Denied tab for review, the same as when you bill manually. If you use a non-partnered clearinghouse, you’ll check claim status directly with that clearinghouse.
What happens when a claim is denied or rejected?
Arrow Icon
A rejection and a denial follow different paths. A rejection means the claim didn’t pass the clearinghouse’s checks (Rejected by Clearinghouse) or the payer’s electronic checks (Rejected by Payer EDI), so the payer never processed it. With a partnered clearinghouse, your biller finds it under Billing > Claims > Rejected/Denied, clicks Details to see the reason, fixes the claim or the source data, and resubmits it. A denial means the payer processed the claim and decided not to pay. If the denial traces back to an error you can fix, your biller resubmits it as a corrected claim, which replaces the original and needs the payer’s claim number. Other denials may need an appeal, which you or your biller handle with the payer.
Does this work for group practices with multiple clinicians?
Arrow Icon
Yes. Automated billing runs at the practice level, and you can use rules to control automation by payer, billing or rendering provider, CPT code, modifier, and other claim details. That means you can roll it out across multiple clinicians while still keeping certain providers or payers out of automation until you’re ready.
Can I start with just one payer and expand later?
Arrow Icon
Yes. Many practices start small to get comfortable with the workflow. For example, you might automate one payer you bill often and use exclusion rules to keep your other payers on manual billing. Once you’ve checked the invoices and claims it creates, you can remove exclusion rules to add more payers or clinicians. You’re not required to automate everything at once.
Does TheraNest account for ERA variations across different payers when auto-posting?
Arrow Icon
Yes, through posting rules. Each rule pairs an insurer, a group code, and a reason code with an action, like posting the amount as a write-off or as client responsibility. TheraNest starts you with default rules for common codes, and you can edit or add to them. When an ERA matches your rules, TheraNest posts it automatically. Codes your rules don’t list are blocked from auto-posting by default, or you can choose to post them as a denial. A blocked ERA waits in ERA Received, where you can make adjustments, write off a balance, shift it to client responsibility, or leave it as is.
Can I review claims before they’re submitted?
Arrow Icon
Yes. Every automated step leaves a one-day window before the next one runs, so you can check new invoices and claims before they go out. After that window, eligible claims are submitted on schedule. For claims you always want to handle by hand, like those for a certain payer or clinician while you’re getting started, add an exclusion rule. Those claims stay out of automatic submission until you submit them yourself.
Can I turn automation off?
Arrow Icon
Yes, at any time. Each automation step has its own toggle in Automation Settings, so you can turn off one step, like claim submission, and keep the others running, or turn them all off and go back to manual billing. To pause automation only for certain payers or clinicians, use exclusion rules instead. Those claims stay out of automatic submission while other eligible claims keep going out on schedule.
How does this work with my existing payer contracts and plan setup?
Arrow Icon
Automation needs your billing setup in place first. That means your payers and plans are set up in TheraNest, each payer’s EDI (electronic claim) settings are complete, and you’ve finished any required clearinghouse enrollment so claims and ERAs can flow correctly. Once that’s done, automated billing uses those same settings for every invoice, claim, and ERA, which keeps the day-to-day work consistent.
What if automation sends out a claim with an error?
Arrow Icon
Before automation submits a claim, a basic scrub checks it for missing information, like a blank date of birth, address, or diagnosis code. Claims that fail the scrub aren’t sent. The scrub can’t tell whether the information you entered is correct, so a claim can still be rejected later. If that happens, TheraNest updates the claim’s status, and your biller reviews the rejection reason, fixes the claim or the source data, and resubmits it. If the payer processed and denied the claim instead, your biller sends a corrected claim.
What happens with payers that behave inconsistently?
Arrow Icon
Your posting rules decide what TheraNest does with each ERA, whatever codes the payer uses. ERAs that match your rules post automatically, and anything that doesn’t match can be held for review in ERA Received. You also choose what happens with codes you haven’t set a rule for: block them from auto-posting, or post them as a denial. That choice only controls how TheraNest records the ERA. Whether a claim gets paid is still up to the payer.
I run a group practice with multiple clinicians submitting to many different payers. Is TheraNest automated billing actually built for that?
Arrow Icon
You can automate claim submission across the practice, then use exclusion rules to hold specific clinician and payer combinations for manual review. Rules can use primary insurer, billing provider, rendering provider, service type, or a combination. For example, if certain clinicians should bill one payer under the practice’s Type 2 NPI, a rule can hold every claim with that payer and billing provider. Your billing team corrects the NPI and submits the claim. Meanwhile, Claims Manager shows claim statuses across clinicians, and routine claims go out on schedule.
What is mental health billing software?
Arrow Icon
Mental health billing software is the part of a practice’s EHR (electronic health record) that turns sessions into payments. It creates invoices from appointments, builds and sends insurance claims, tracks claim status, and posts payments from payers and clients. Standalone billing programs for therapists do this apart from your calendar and notes. In an EHR like TheraNest, billing uses the same client record as scheduling and documentation, so psychologists, psychotherapists, and other clinicians don’t retype session details to bill for them.
How does automated billing differ from managed billing services?
Arrow Icon
Automated billing is software. It follows the rules you set to create invoices, submit claims, and post ERAs, and you or your staff review anything outside those rules. Managed billing services add people. With Ensora Health’s managed billing services, known as Ensora RCM (revenue cycle management), billing specialists work alongside your staff to manage claims, follow up on denials, and recover older unpaid claims. You can use automation on its own or pair it with Ensora RCM.

Get in touch

Reach out to learn all the ways Ensora Health can help.

Contact us