Clinician completes the note
After a clinician completes the note for an appointment, the TherapyNotes To-Do list prompts someone to submit the claim. Unfinished notes stall billing, so note completion is where the handoff starts.
Keep TherapyNotes and hand off the Practice Biller work
TherapyNotes has its own billing tools, a Practice Biller role, and electronic claims through its clearinghouse partner. Many practices still need someone to work every rejection, ERA, and denial. Here is how a handoff to Taiga could look while clinicians keep writing notes in TherapyNotes.
Book a demoThe key question is whether your practice adds a Practice Biller user for the billing team, and who keeps the electronic claims and ERA enrollments. Exact access is confirmed on a call.
Completed note
To-Do list prompts the claim
Submit Electronic Claims
Biller batches and sends claims
ERA posting
Remittances posted, then patient balances
How billing moves through TherapyNotes
TherapyNotes ties each claim to a completed note and to the payer's billing settings. Taiga would pick up once the note is done.
Codes get a second look
Taiga drafts ICD-10 and CPT codes from the documentation, and the clinician approves them before anything is submitted. Agree how that review fits with the service codes and rates set in TherapyNotes.
Claims go out
A Practice Biller can generate and track claims, enter payments, and run billing reports without seeing clinical notes. Decide whether Taiga's team works in that role or the practice keeps submission.
Remittances and balances
TherapyNotes routes ERAs from enrolled payers into the account and offers assisted posting. Name who posts each ERA, who follows up on denials, and who sends patient statements.
What changes for a TherapyNotes practice
Clinicians keep the system they know. The billing work gets a dedicated owner.
Clinicians stay in their notes
Therapists keep documenting in TherapyNotes and approve codes, without learning billing screens.
Every denial gets worked
Taiga works each denial and appeal, including small-dollar claims.
One view of balances
Agree which team owns patient balances and statements so clients get one clear bill.
Confirm these TherapyNotes details first
Answers depend on your account settings and roles.
Which role can Taiga use?
A Practice Biller sees all clients but not clinical notes. Decide how Taiga reviews documentation for code drafting without sharing a clinician's login, which TherapyNotes' terms of service prohibit.
Who owns enrollments?
Electronic claims, ERAs, and eligibility checks can each require payer enrollment. List which payers are enrolled for each.
Which billing method per payer?
TherapyNotes sets default billing methods for in-network and out-of-network payers. Note where you file out-of-network claims for clients.
What is open today?
Pull unpaid claims and patient balances so Taiga can take over open A/R or run in parallel.
For mental health practices using TherapyNotes
Mental health is one of the specialties Taiga names publicly. A TherapyNotes group that wants clinicians focused on care and a billing team on every claim is a good candidate for a fit call.
What this page does not claim
Taiga does not claim a TherapyNotes integration, API connection, or automatic sync. The access path, whether a Practice Biller seat, reports, or both, is set with your practice on a call.
Questions from TherapyNotes practices
Do we have to stop using TherapyNotes billing features?
No. Taiga works alongside your existing EHR. The practice and Taiga agree which TherapyNotes billing screens each team uses.
Can Taiga use a Practice Biller account?
TherapyNotes offers a Practice Biller role that can generate and track claims, enter payments, and run billing reports. Whether Taiga's team uses one is confirmed with your practice before work starts.
Will Taiga see our clinical notes?
A Practice Biller cannot open clinical notes in TherapyNotes. Because Taiga drafts codes from documentation, the practice decides how notes are shared for coding and approves codes before submission.
Can Taiga take over our unpaid TherapyNotes claims?
Taiga can take over open A/R or run in parallel with your current process. Bring a list of open claims so ownership is clear at cutover.
Walk Taiga through your TherapyNotes billing
Bring your role setup, payer enrollments, and open claims list. If it fits, onboarding takes about two weeks to first claim.