TherapyNotes Billing Services

Mukesh MakwanaFounder & CEO · Hands-on medical billing & RCM across 11 specialties · Reviewed October 11, 2026

TherapyNotes billing services means a billing team that works inside your TherapyNotes account with the Practice Biller role, so nothing about your notes, calendar or software changes. Sterling Global Solution LLC verifies eligibility, submits primary and secondary claims, clears rejections, posts ERA payments and works the Insurance Aging Report, and your clinicians keep signing notes the way they always have.

How insurance billing works inside TherapyNotes

TherapyNotes includes electronic billing. Its help center describes the pieces as follows:

• Electronic claims (EDI): you can submit both in-network and out-of-network claims electronically through the TherapyNotes clearinghouse, and track each claim from submission through payment posting in one place.
• Clearinghouse: TherapyNotes and its clearinghouse, CLAIM.MD, support claim submission to over 2,800 payers nationwide.
• When a claim is ready: claims are ready to be submitted when a clinician has completed and signed a billable note for a client who is set up to bill insurance.
• ERA: electronic remittance advice is the digital version of the paper explanation of benefits, routed directly into your TherapyNotes account. You must enroll with each payer you want ERA from, and most payers require additional paperwork to enroll.
• Real Time Eligibility (RTE): checks a client's eligibility and benefits from inside TherapyNotes, once the practice is enrolled in RTE with that payer.
• Secondary claims: both primary and secondary claims can be submitted electronically.

TherapyNotes charges per-transaction fees for electronic claims, ERA and eligibility requests. See its pricing page for current amounts.

How we get access: the Practice Biller role

TherapyNotes has a role designed for exactly this. Its guide to user accounts and roles says a Practice Biller has full access to billing in TherapyNotes. Practice Billers are able to generate and track claims, enter payments and run billing reports, and they have access to all clients in the account, although they are not able to see clinical notes.

That last point matters to most therapists. Your billing team sees what a claim needs, such as the client, the payer, the date of service, the service code and the diagnosis, and does not open your session notes. The help center lists the Practice Biller role as the one required to submit electronic claims, to receive ERA, to post ERA payments and to run the Insurance Aging Report.

TherapyNotes also has a narrower role, Biller For Assigned Patients Only, for a clinician who handles billing for their own clients. Its guide notes that this role cannot submit claims to insurance or access practice-wide billing reports, so it is not the one an outside billing team uses.

What we do inside your TherapyNotes account

Before the visit

• Check that the client's name, date of birth and insurance details are complete.
• Run Real Time Eligibility where your practice is enrolled with the payer, and call the payer where it is not.
• Obtain and track prior authorizations where the plan requires them.

Claims

• Complete claim, ERA and eligibility enrollments with each payer, including the payer paperwork.
• Review the Submit Electronic Claims list and send every claim that has a signed note behind it.
• Tell you which sessions are waiting on a note, so finished work is not sitting unbilled.
• Submit secondary claims after the primary payer has processed.

After submission

• Rejections: TherapyNotes advises practices that submit electronic claims to check the Electronic Claim History frequently for rejections from the clearinghouse or payer. We check it every working day, fix the cause and resubmit claims marked Pending Resubmit.
• Payments: TherapyNotes scans each ERA and suggests how to allocate the payment, and the user keeps control of posting. We review each suggestion against the claim before accepting it, and enter payments that arrive on paper.
• Denials: we read the payer's reason, call the payer when it is unclear, and send the corrected claim or appeal. See why mental health claims are denied.
• Aging: we work the Insurance Aging Report, which tracks outstanding balances from insurance payers and can be exported as a spreadsheet, so no claim ages out unnoticed.

What stays with your practice

• Writing and signing notes. A claim cannot go out until the billable note is signed.
• Clinical decisions about the service and diagnosis. We raise questions when a code and a session length do not line up, and you decide.
• Account administration. A Practice Administrator on your side controls users, roles and billing settings.

Who this is for

Solo therapists and group practices that are happy with TherapyNotes and want the billing work done by someone else. We bill for behavioral health and therapy practices, psychiatry and ABA providers, and handle credentialing for therapists when you are adding a payer.

How Sterling Global Solution LLC works with TherapyNotes practices

You create a user for our team with the Practice Biller role, we sign a HIPAA business associate agreement, and we start with eligibility and the oldest unpaid claims. Everything we do is recorded in your TherapyNotes account, so you can check any claim or payment yourself. You control our access and can remove it at any time. Start with our 30-Day Free Trial.

TherapyNotes is a trademark of its owner. Sterling Global Solution LLC is an independent billing company. It is not affiliated with, endorsed by or a partner of TherapyNotes. Features and fees change; check the TherapyNotes help center for current details.

Frequently asked questions

Sources

TherapyNotes Help Center, User Accounts and Roles: Practice Biller and Biller For Assigned Patients Only.
TherapyNotes Help Center, Submit Electronic Claims and Secondary Insurance Claims.
TherapyNotes Help Center, Payers Supported by Clearinghouse: CLAIM.MD and payer count.
TherapyNotes Help Center, What is Electronic Remittance Advice (ERA) and Post ERA Payments.
TherapyNotes Help Center, Real Time Eligibility (RTE).
TherapyNotes Help Center, Electronic Claim History: Claim Status and Rejected Claims and Insurance Aging Report.

Read on the TherapyNotes help center on October 11, 2026. Payer rules vary; check each plan's policy. How we verify this guidance.

Related reading

• Behavioral health billing. Our full approach for therapy and mental health practices.
• SimplePractice billing services. The same service for practices on SimplePractice.
• Mental health claim denied. The common reasons and how each one is fixed.
• Credentialing services for therapists. Getting in network before you bill.