Guides
Billing, Credentialing And Practice Operations Guides.
Practical guides from the team that runs billing, credentialing, payer enrollment, and daily operations for behavioral health and outpatient practices. Each one walks through a single job, with the codes, payer rules, and checklists we use in our own work.
Clinic Policy And Procedure Control For Behavioral Health Practices
Set clear ownership, editing access, approval, and version history for clinic policies and templates. Includes a practical document control checklist.
Read the guide →Clinic Handoff Checklist For Growing Behavioral Health Practices
Find where clinic work gets lost between people. Use a practical handoff checklist for scheduling, provider onboarding, billing, and owner follow up.
Read the guide →New Practice Billing Setup: What To Finish Before Your First Claim
Use this practical checklist to set up enrollment, claim fields, eligibility, EDI, EFT, ERA, patient estimates, and follow up before billing.
Read the guide →Solo To Group Practice: What Changes When You Add Your First Provider
Learn what changes when a solo behavioral health practice adds its first provider, including payer enrollment, billing, payroll, access, and workflows.
Read the guide →Credentialing Status Explained: Submitted, Approved, Effective, EFT And ERA
Understand the credentialing statuses that matter after submission: received, in review, approved, effective, rostered, EFT, ERA, directory verification, and first paid claim.
Read the guide →Weekly A/R Review For Behavioral Health Practices: What To Check
A practical weekly A/R review for behavioral health practices: rejections, claim status, denials, aging, EFT and ERA reconciliation, ownership, and next actions.
Read the guide →Switching EHRs: What Behavioral Health Practices Need to Know Before They Sign
A cutover plan for moving records, billing operations, staff workflows and patient facing processes when you change EHRs, including what to verify before you sign.
Read the guide →90834 vs 90837: Choosing the Right Psychotherapy Code (and the Add-On Codes)
90834 vs 90837 explained: time thresholds, documentation, 90837 audit scrutiny, and the 90833/90836/90838 add-on codes.
Read the guide →Billing Oregon’s Behavioral Health Payers: Providence, Moda, PacificSource & OHP
How to bill Oregon's behavioral health payers, including Providence, Moda, PacificSource, Regence and the OHP CCOs, with the manual, benefit, prior authorization and credentialing details that differ by plan.
Read the guide →CAQH Provider Data Portal Step-by-Step for Behavioral Health Providers
A step-by-step CAQH Provider Data Portal guide: building and attesting your profile, the 120-day re-attestation, and mistakes that stall credentialing.
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