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Insurance, Private-Pay & Contract Billing TEAMS

Claims built from the note, not from a billing worksheet.

Therapy claims submission with ClaimMD clearinghouse integration. Professional claim generation with CPT coding, modifiers, and diagnosis pointers pulled from session documentation. ClaimMD clearinghouse integration.

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Feature walkthrough

Claims Submission, product walkthrough

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Overview

Claims submission is where most EMRs stop being clinical software and become an awkward bridge to a clearinghouse portal. MyTherapyWizard submits claims directly through ClaimMD's API, JSON, CSV, or 837P, and tracks every claim through the pipeline without a single manual portal login.

From the Claims tab, admin filters by payer, status, therapist, client, or month, selects claims with a checkbox, and submits the batch to ClaimMD's /services/upload/ endpoint. Every claim returns a claimmd_id that anchors all subsequent status lookups. Claim status updates poll automatically via /services/response/ using a ResponseID cursor pattern, first call ResponseID=0, subsequent calls use last_responseid, so only new updates come through. No duplicate processing, no missed updates, no portal refresh.

Authorization limit warnings fire before submission, not after denial. MyTherapyWizard sums claims already submitted against the patient's visits-authorized value on their active auth record; if the batch would exceed the limit, it flags inline on the claim row so admin can pull it, get the auth extended, and resubmit, instead of eating a denial thirty days later. Appeals load directly in an MyTherapyWizard iframe via /services/appeal/, no custom appeal form to build, no separate login.

See it in action

Product screens, workflow diagrams, and example outputs. Replace each slot with a real screenshot or illustration.

IMG 01 · HEROPrimary product shot
IMG 02Workflow detail
IMG 03Output example
IMG 04Data / chart view
IMG 05Mobile / tablet view
How it works

Under the hood.

The technical architecture, API integration points, and data model that make this feature work the way it does.

01

/services/upload/ for submission, /services/response/ for status polling.

Claims submit as JSON (preferred), CSV, or 837P. Each returned claimmd_id stores against the MyTherapyWizard claim record. Status lookups use the ResponseID cursor pattern: first call = 0, save last_responseid, use it next time. Max 20,000 results per poll.

02

Five-step pipeline visible at a glance.

Notes finalized → Submitted to ClaimMD → Acknowledged → ERA received → ERA posted. Every stage updates automatically via API polling, no manual action required to advance claims through the pipeline.

03

Appeals via /services/appeal/ in-app iframe.

Denied claim? Click Appeal on the row. ClaimMD returns an appeal URL that loads in an MyTherapyWizard iframe or popup. No custom appeal form, no separate clearinghouse login, no toggle between systems.

04

Modification tracking via /services/modify/ with ModID cursor.

Field-level modification events from ClaimMD feed directly into ERA revision history. Every change to a claim or payment record is captured as a new revision, old value, new value, revised by, revised at, never overwriting prior state.

Why it matters

01

No double-entry. Ever.

Claims generate from the clinical record, therapist, CPT, units, DOS, diagnosis, rendering provider. The data the note already captured is the data the claim submits. One source of truth.

02

Auth limits caught before submission.

Every claim cross-checks the active authorization before it leaves MyTherapyWizard. If a batch would exceed the visits-authorized count, the flag surfaces on the row inline, before the clearinghouse sees it.

03

Batch export, batch submit, batch track.

Filter, select, submit. Status pipeline updates on its own (Notes finalized → Submitted → Acknowledged → ERA received → ERA posted). No per-claim portal refresh.

See claims submission inside MyTherapyWizard.

Book a 30-minute walkthrough with our clinical team. We will show the exact workflow for your discipline and caseload.