Before the session
Coverage is already known
Eligibility and benefits are checked and attached to the client record, so the session starts without a billing question.
Insurance Intelligence
Get paid without living in a payer portal.
Eligibility, benefits, claim submission, tracking, remittance, and denial follow-up run in one place, against the same record you already work in. You see the money arrive and what it was for.
- Eligibility checkedCoverage confirmed with the payer before the session.Automatic
- Benefits verifiedCopay, deductible, and visit limits attached to the client record.Automatic
- Claim built and submittedCodes, modifiers, and required fields checked before it leaves.Same day
- Claim trackedStatus, owner, and next action stay visible after submission.Live
- Remittance readThe ERA is matched to the claim and posted against the invoice.Automatic
- Denial workedThe reason, the record, and the next step stay together.Queued
- Payment depositedReconciled against the claim it came from, in the practice account.Paid
Illustrative figures, not a customer practice.$1,284.00 deposited
What changes
The cycle keeps moving when you are with a client.
Insurance work fails quietly. Each stage below names what the platform is doing while you are not watching it.
At submission
The claim leaves clean
Required fields, codes, and authorization context are checked before submission rather than discovered in a rejection.
After submission
Nothing goes quiet
Status, owner, and next action stay visible, so a claim cannot sit unnoticed for a month.
When a payer says no
The denial has a next step
The reason, the supporting record, and the follow-up stay together instead of scattering across portals and inboxes.
When a claim needs attention
Keep the denial reason and the follow-up together.
Therapy Companion connects claim status, remittance, and denial follow-up to the practice record. The team can review what the payer reported and decide what needs to happen next.
Review the claim
- Status
- Denied; needs review
- Reported reason
- Missing authorization information
- Responsible team member
- The practice’s billing lead
Choose the follow-up
- Check the payer’s explanation against the supporting record.
- Confirm whether a correction, additional information, or an appeal is needed.
- Record the next action and track the claim through resolution.
Insurance Intelligence is part of the platform where insurance applies. Overturn appeal support is optional and priced separately. Neither guarantees coverage, authorization, payment, or a successful appeal. Review your payer connections and division of billing work in a demo.
Other areas
- Practice operationsThe work queue, supervision and licensure, reporting, and the practice action center.
- Clinical workflowPreparation, the protected session, typed notes, review, and signature.
- Client engagementClient-chosen check-ins, homework, reflections, and shared resources.
Questions about insurance workflows
What insurance work does Therapy Companion help organize?
The insurance workflow connects eligibility and benefits, claim preparation and submission, status tracking, remittance and denial follow-up with the practice record. In a demo, walk through the payer connections and billing steps your practice needs.
Walk through the insurance workflowDoes Insurance Intelligence guarantee coverage or payment?
No. Insurance Intelligence provides decision support and helps organize requirements and follow-up. It does not grant coverage, authorization or payer approval, and it is not full-service revenue-cycle management.
Review plan inclusionsDo I have to use Overturn to use Therapy Companion?
No. Overturn is optional appeal support for denied mental-health claims and is priced separately. You can use Therapy Companion without purchasing that service.
Learn about optional appeal supportCan a private-pay practice use Therapy Companion?
Yes. The platform also supports practice records, scheduling, clinical documentation and billing for private-pay workflows. Claims features apply when the practice uses insurance.
See practice operationsSee how it works
Follow the workflow. Check the result.
Steps, prerequisites, and practical limits to help you evaluate the product.