Billing built for occupational therapy
CPT-coded superbills straight from your notes, authorization and unit tracking, and self-pay or insurance set per service — not per client. Terapiq gets OT clinics paid faster, with less back-and-forth.
Get paid faster
Superbills, claims, and invoices generate from the notes you already wrote — then reminders and card-on-file close the loop.
Never lose a unit
Track authorized units and expirations for Regional Center, Medicaid, and insurance — and get warned before they run out.
Self-pay + insurance
Set the pay type per service, not per client — because one client can be insurance for therapy and self-pay for a consult.
Documentation becomes a bill
The moment a session is documented, the CPT codes, units, and modifiers are ready. Generate a superbill, an invoice, or an insurance claim in a click — individually or in a batch — without re-typing a thing.
- CPT-coded superbills from OT session notes
- Batch invoices, superbills, and claims
- Modifiers, units, and payer-specific rates
- Branded, professional invoices & statements
Bill against the right authorization, every time
OT lives and dies by authorized units. Terapiq tracks each authorization's coverage, provider, and unit balance, checks sessions against it, and warns you before units or dates expire — so claims don't bounce.
- Coverage name, authorizer, and auth number
- Total units and sessions, drawn down live
- Expiration & low-unit alerts
- Regional Center, Medicaid & commercial payers
One client, different ways to pay
Most tools force one billing type on the whole client. Real clinics don't work that way — a child's weekly OT can run through insurance while a parent consult is self-pay. Terapiq sets the pay type on each service, so every line bills the right way.
- Self-pay or insurance, chosen per service
- Mixed billing on a single client
- Right rate and claim path applied automatically
Take payment the easy way
Accept credit, debit, and HSA/FSA cards, store a card on file, and let AutoPay charge the balance after each session. Clients can pay from the portal, and automatic reminders chase the ones who forget.
- Cards, HSA & FSA — PCI-compliant processing
- Card on file, AutoPay & recurring charges
- Client-portal payments & receipts
- Automatic payment reminders & refunds
The whole revenue cycle, covered
Batch submit, track status, and manage EOB/ERA.
Aging invoices, billed services, and transactions.
Securely stored, PCI-compliant, ready for AutoPay.
Your logo and details on every invoice.
Invoice or charge a whole day in one action.
Issue refunds directly, with a clean record.
Add billing staff at no extra cost.
Clean, labeled PDF exports of client billing.
Billing that starts the moment you schedule
In Terapiq, revenue isn't a separate app you reconcile later. The appointment feeds the note, the note sets the codes, the authorization is checked, and the claim or charge goes out — one thread, no double entry.
OT billing FAQ
Does Terapiq create CPT-coded superbills for OT?
Yes. Superbills are generated from your session notes with the right OT CPT codes, units, and modifiers — individually or in a batch — so you don't re-enter anything.
Can I track authorizations and units?
Yes. Each authorization stores its coverage name, authorizer, auth number, and total units or sessions. Terapiq draws down units as you bill and alerts you before units or dates expire — across Regional Center, Medicaid, and commercial payers.
Can one client have both self-pay and insurance?
Yes — and this is a key difference. Pay type is set per service, not per client, so a weekly OT session can bill to insurance while a parent consult is self-pay, on the same client.
What payments can clients make?
Clients can pay by credit, debit, or HSA/FSA card, in the portal or via a stored card on file. You can turn on AutoPay and recurring charges, send reminders, and issue refunds — all PCI-compliant.
Does it handle insurance claims and ERAs?
Yes. Submit claims in batches, track their status, and manage EOB/ERA, with aging and financial reports to keep the revenue cycle healthy.
Is billing connected to scheduling and notes?
Yes. The appointment feeds the note, the note sets the codes, the authorization is checked, and the claim or charge goes out — one connected thread with no double entry.
See OT billing that just works
Book a free, personalized walkthrough and we'll map it to how your clinic bills today.
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