EMR
Session note signedSent to billing
Therapy practice management software and billing services
TheraPlan's EMR handles scheduling, documentation, and therapy billing software. Need more help? Our in-house billing team has worked claims for more than 30 years, and they'll handle yours from submission to payment.
EMR & Practice Management
TheraPlan is an EMR & Practice Management platform for therapy clinics that gives your team one place to write notes, manage the schedule, track authorizations, and get claims out the door, from the front desk to the treatment rooms. It's HIPAA compliant, works on any device, and comes with free, unlimited support from real people.
<1%
Software down-time
Unlimited
Customer support from real people
Documentation
Fast and audit-ready notes
- Audit-ready PT, OT, and ST templates for Medicaid, Medicare, and Early Steps
- Medical necessity checkboxes built in
- Context pulled from prior visits
- PT, OT, and ST templates in one system
- Mobile notes and e-signatures on any device
- Alerts when a note is not signed after 48 hours
Scheduling
A calendar built for busy therapy clinics
- Drag-and-drop rescheduling
- Recurring appointments, weekly or monthly
- Role-based permissions for every calendar
- Two-way text reminders with real-time confirmations
- Medical alerts on every appointment
Integrated Billing
Therapy billing software that scrubs for mistakes before claims go out
- AR worklist and reporting
- Integrated clearinghouse
- Batch claims by payer, CPT code, therapist, or patient
- Custom scrubbing rules for your clinic
- Patient statement tracking
Front Desk
Fewer calls and less paper
- Integrated e-fax with after-hours scheduling
- Built-in payroll tool for your whole team
- Free logins for front desk, billing, and office staff
- Track patient responsiblity for collection at check-in
- Online patient intake before the first visit
Authorization Tracking
Stay within approved visits and ahead of every plan of care
- Authorization tracking by visits, units, and date span
- Visit-by-visit checks against every approval
- Plan of care tracking so re-evaluations stay on time
- Integrated nightly Medicaid eligibility checks
EEP Billing Services
Billing for therapy can take over a clinic's week, and every plan change adds new portals, new forms, and new reasons for denials. Our billing team handles the full cycle, from checking a patient's benefits to invoicing the family once insurance pays, and we work with Medicaid, Medicare, and commercial plans every day.
92%
Claims paid within 30 days
>98%
Claims accepted on first pass.
Claims & A/R
From submission to payment
- Electronic and paper claim submission
- A/R follow-up on aging claims
- Patient invoicing after insurance pays
- Dedicated billing team who knows your practice
- Payment posting and denial management
Medicaid
Decades of billing expertise
- Manage and configure claim rules for you to improve clean claim rates
- Loading your fee schedule so you know what you’re expected to receive
- Staffed by experts with knowledge of state-specific Medicaid policies
- Expertise with payer mix: Medicare, Commercial, Self-Pay, Medicaid, and Early Intervention
Reporting & Insights
Check on your practice & spot trends
- Practice reports on service lines, insurance aging, and patient statements
- Custom reporting for full clinic oversight
- Denial trend analysis across our client base
- Payer escalation for repeat denials
- Shared fixes that reach every client
Benefits & Authorizations
Know what's covered before the visit
- Benefit summaries with copays, deductibles, and out-of-pocket status
- Authorization reporting when further treatment needs approval
- Authorization submission and follow up for any insurer
- Insurance benefits verification for every patient
Regulatory Changes
Ready when the rules change
- Payer, coding, and policy updates before they affect claims
- Billing and practice customer support from real people
Pay as you go pricing
Reach out to us for details.
From documentation to payment, in one path
Visit Note
Therapists write and sign the session note on any device, with CPT codes and units ready for billing.
Submit Claim
TheraPlan scrubs every claim for therapy-specific errors, like missing modifiers or insurance, before it goes to the clearinghouse.
File with Payer
Claims go straight to the payer, and you can follow each one from filed to accepted to paid.
"For 15 years, EEP and Theraplan have been essential to our practice's success. From helping us launch to supporting our growth today, EEP’s billing team ensures our revenue cycle runs seamlessly while providing unmatched personal support. We couldn't ask for a better team!"
Jamie
Heart to Heart Speech Therapy
