Insurance Billing: From signed note to paid claim

Most billing tools live in a separate login with no idea what happened in the session, so you end up re-typing details a clearinghouse should already have. Upheal's insurance billing is built into the same platform that writes your notes, so a signed note becomes a claim without re-entering anything. This video walks through Upheal's new insurance billing: submit claims, check eligibility, and post insurance payments, all without leaving the app you already use for notes.

• Turn a signed note into a claim in one click, or batch-create claims for every unbilled session
• Check eligibility before the first session, copays, deductibles, and mental health benefits included, no payer portal logins needed
• Payments match themselves when the ERA comes back, so you always see expected vs. paid
• Claim denied? Upheal drafts the appeal for you, pulling from the client's chart
• Ask Upheal Assistant to check eligibility, create claims, explain a rejection, or tell you which claims need attention this week

Set up your billing profile and enroll your payers once, then bill under your own NPI with your own contracts and rates. It's usage-based, $0.30 per claim submission and $0.15 per eligibility check, no monthly fee.