Billing 101 for Mental Health Professionals


Join fellow clinicians who are interested in learning the ins and outs of billing insurance! This course is INN and ONN friendly!

This course is for you if:

  • You are new to billing insurance and need help with the nuts and bolts.
  • You want to bring your billing in-house
  • You are currently billing but you aren't quite sure if you're doing it right.
  • You're billing but you are getting rejected claims and know you need support
  • You have a VA or admin that you need to have trained on how to manage billing for your practice

Now offering CEUs (paid separately at course completion).

The course runs on Open Enrollment. Enroll when you are ready. Take the course at your pace.

In this course you will learn the ins and outs of billing insurance. You will be trained on the step-by-step process to verifying insurance, submitting claims, providing statements, systems for billing, getting paid and so much more.

This course will go over several topics needed to get your billing straight and get paid!

Topics include: 
An overview of insurance terminology

Verifying benefits

Systems (EHR, clearinghouse, payment processors, etc)

Setting up EFT & ERA

Superbills and  Paper Claims

Understanding co-pays, deductibles and co-insurance


...and more


Access to the self-paced course

Access to private FB group

Template workbook ($97 value)

CPT Cheat Sheet

Credit Card Authorization form

Insurance Release form

Credentialing tracking sheet

Billing flowchart and workflow

Intro. to Telemental Health and insurance

Understanding your contract

**Interviews from 6 & 7 figure insurance based practice owners and more...

Note: This course is not currently covering Medicare, Medicaid or Tricare billing


Multi-passionate entrepreneur. I have successfully built a 7-figure private practice, a 6-figure consulting firm, an Insurance billing and Credentialing agency, profitable speaking and training platform AND multiple passive income streams. I leverage my background in business, research and as a clinician to support other mental health professionals launch and scale sustainable businesses. 

I teach clinicians to build businesses that support your life. I emphasize the importance of overseeing systems and not people… the key to building a sustainable, thriving, purposeful practice.


What are the dates of the course? When will it be offered again?
The course is 100% self-paced. Enroll and take it at your pace. Repeat as many times as you want.

How long do I have access to the course materials?

You will receive access to the self-paced course materials as soon as you purchase the course. You will have lifetime access to the materials.

How do I receive CEUs for the course?

Upon completing the course materials you will take a brief survey and quiz. Once these are complete the option to purchase CEUs will be available. The quiz and survey are in the portal waiting for you. Our courses have been approved by the National Board of Certified Counselors. Please check with your state licensing board to confirm if they will accept the CEU. We have had social workers, psychologists and marriage and family therapists receive credit in the past.

Need help building your private practice? Check out the Private Practice Academy.