Before you start

• Who does this: front-office, scheduling and billing staff invited by their practice.
• How long it takes: about 15 minutes.
• Plan needed: Teams. Some billing tasks need the Billing add-on.

Billing add-on features: some options described here only appear, or only take effect, when your team has the Billing add-on enabled. Without it, they're hidden or turned off. The billing features are powered by ClaimMD, which needs its own ClaimMD account and subscription (separate from MyTherapyWizard).

🧩 1. Send consent and intake forms

Open Forms & Links. Click Send to email a form, or Public link to copy a link you can text. The send log shows what's been sent and answered.

🧩 2. Verify insurance Eligibility

With the Billing add-on, open Consents & Eligibility to run a single eligibility check or a batch for many clients through ClaimMD. Results are saved on each client's Insurance section. You can also batch check clients by insurance, term end dates, COB or create your own batch elig saves. 

🧩 3. Schedule appointments

Open Schedule. Use Calendar for daily, weekly or monthly views, or Appointments to filter visits by date, therapist and type. Click Add appointment to book a session; the therapist completes and signs the note.

🧩 4. Work Needs Action

If your role includes it, open Needs Action each morning to see upcoming and overdue items: consents, insurance verification, provider orders, authorizations and claims. Click Ignore on anything that no longer applies.

🧩 Good to know

• Office-staff seats don't use AI credits.
• Office staff can be Admin Lite or Admin. Your admin sets what you can see and edit.

▶️ Watch: Scheduling and Appointments

More videos: Forms and Links Manager · Needs Action · Getting Set Up with ClaimMD

💡 Why it matters

The office is where most steps in the client lifecycle happen. MyTherapyWizard's clinical intelligence turns your practice's flow into a clear list of what's due, so clients start therapy sooner and fewer claims are denied.