Set-Up


What We Need: To prepare to do your billing, we need to gather information on you and your patients. In addition, if we are preparing statements for you, there are a few design choices you need to make. To make this transfer of information as painless as possible, we have developed a few easy-to-complete forms that you can download, fill in, and return to us.


​Therapist Information: The information we 

need on you is basic: name, address, phone,

and a few practice-related numbers such as

your NPI and your social security number.

We also need your signature, an electronic

version of which we use on your claims. We

have designed a downloadable PDF form

called Therapist Information (click to download)

to collect this information. You can fill in the 

form right on your computer and email the 

completed document back to us, or print it out, 

fill it by hand, and mail it back to us. One part of the

form you obviously must fill in by hand: your signature

sample. But you can TurboScan it and email it back.


​Patient information: How much information we need

on each of your patients depends on whether they are insured or not. If not, we 

need little more than a name and address (and not even an address if you hand your statements to your patients personally). If we are filing insurance claims for them, of course we need the details on their insurance (company, ID, name of insured, and so on). There are two ways to get this information to us: 

  • use a form we have designed called Patient Information (click to download) that you can either fill in on your computer and email back to us, or print out, fill in by hand, and mail back to us; or
  • an easier approach may be to make copies of recent 1500 claims you have filed for each patient and send them to us. These presumably have all the information we need to create new claims.

​

Design information: If we are generating statements for you, you have several simple design choices to make. OurDesign Information form ​(click to download) provides you with what you need for this task.


Scanning paper documents with your phone: If you have a paper document that you would like to send us by email, for example your signature sample or a 1500 form, there is a very easy way to scan it using just your phone (assuming you have a smartphone such as an iPhone or Android phone). Visit the Using TurboScan page (click to view) to learn more.


Ready to Go? Here is the checklist you need to get started.

  • Download, complete, and return to us the Therapist Information form. Remember that we need either a paper or scanned version of your signature. Not sure how to scan the signature? Visit the Using TurboScan page. The rest of the form you can complete on your computer and send to us by email.
  • ​Download, complete, and return to Patient Information forms, or copies of 1500 forms, for each patient.
  • We will enter all of this information into our database and get back to you with any questions and, location permitting, arrange for a personal meeting.
  • Now we are ready to start creating your statements and/or claims. All we need now is your session information. Visit the Billing Cycle page to learn more about how to get this information to us.