Before you start

• Who does this: the account Admin or Admin Lite (billing lead).
• How long it takes: 1 to 2 hours, plus time for payer enrollment.
• Plan needed: Teams with the Billing add-on, and an active ClaimMD account.
• Have ready: your ClaimMD login, your payer list, the procedure codes you bill by discipline, your contracted rates and your therapist pay rates.

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).

👣 Step 1: Connect ClaimMD and load your insurers

1. Open Practice Settings › Payer & Codes.
2. On the Insurers tab, click Sync from ClaimMD to bring in your payers, or Add insurer to add one by hand.
3. For each insurer, check its label, whether it's in-network, and which services it supports: eligibility, claims and ERA. Enroll req. means you need to complete payer enrollment in ClaimMD before that service works.

👣 Step 2: Set up codes and rates

Work through the tabs from left to right:

1. Procedure Codes: turn on the codes you bill, by discipline. Star your most-used codes.
2. Bundles: group codes that are usually billed together.
3. Rates: enter what each payer pays per code.
4. Direct Pay and Direct Pay Rates: set up private-pay and contract billing.
5. Pay Rates: enter what you pay each therapist, which drives payroll reports.
6. Non-Procedure Codes and Modifiers: add any you use.

👣 Step 3: Check the rest of billing

Once payers and codes are in, the rest of the billing menu is ready to use: Consents & Eligibility, Provider Orders, Authorizations, Claims, ERA & Payments, Accounting and Analytics. The Billing Set Up articles walk through each one.

▶️ Watch

More: Connecting ClaimMD

💡 Why it matters

In MyTherapyWizard, billing is fed by the same clinical intelligence as everything else. Signed session notes, authorizations and plan-of-care limits all connect, so claims are built from what actually happened in therapy, and problems show up in Needs Action before they become denials.

✅ How you'll know it worked

• Your insurers show with the right network status and services.
• A signed session note shows a procedure code and appears in billing readiness on My Worklist.
• A test eligibility check returns results from ClaimMD.