How Billers Work in Sessions Health

An outside biller can work inside Sessions Health to prepare and submit claims, investigate problems, and review insurance payment information. You keep your EHR and supply the clinical information behind each visit. The biller’s daily job is to give unfinished claims a next step: send, correct, request information, or follow up.

That matters especially when a client has two insurance plans. A missing secondary claim may be waiting for information from the first payer—not waiting for someone to click Submit.

For US mental-health practices • Sessions Health documentation checked October 19, 2026. This is a workflow overview, not a guarantee of payer coverage or payment.

Set up biller access without automatically opening clinical notes

An administrator invites the biller through Account Settings → Members. The biller accepts the invitation and sets a password for their own account. Managing Users and Roles.

The Biller role manages billing settings, claims, and payments and can view diagnoses. It does not include clinical documentation unless the person also has the Practitioner role. Because roles combine, review the full assignment. Sessions Health’s permissions guide.

Agree on who updates insurance information, how clinicians confirm visits are ready to bill, and where the biller leaves questions. Access alone does not settle those responsibilities or authorize every patient charge or adjustment the software permits.

Review the source information before sending a claim

The biller should compare the selected policy, client details, rendering clinician, service date, service code, location, and diagnosis with the practice’s information. Sessions Health provides a review step before submission. It also warns that changing provider insurance settings from a claim persists those changes on future claims. Individually Submit Claims.

A recurring error deserves a setup review, not the same unexplained edit on every visit. A missing diagnosis or clinical question goes back to the therapist; the biller should not invent an answer to make a claim pass.

Check required electronic-claim and ERA enrollments by payer. Sessions Health specifically says to mark an enrollment approved only after receiving confirmation from the payer. An account label is not a substitute for that confirmation. Insurance: Enrollments.

Work the primary and secondary queues differently

Pending Submissions includes primary and secondary claims and offers note-status, date, and rendering-provider filters. Primary claims appear when created and ready. Secondary claims depend on a posted primary remittance, active secondary coverage for that visit, an outstanding balance, and no previous secondary submission. Missing policy dates can distort the list. Auto-forwarded secondary claims appear in Submitted instead. Pending Submissions Dashboard.

A practical routine is to review ready primary claims first, then investigate secondary claims and missing items. For each hold, write the question that moves it forward. “Please confirm the policy’s start date” gives the practice something specific to answer.

Fictional example: a secondary claim never appears

A September visit is missing from the secondary queue even though primary remittance is posted. The secondary policy starts October 1 in the record. The biller asks for confirmation. If September coverage is verified, correct the record and review again. If October 1 is accurate, keep it—never backdate coverage just to produce a claim.

Submitted and Processed answer different questions

Sessions Health defines Submitted as sent to the clearinghouse. Processed means remittance information has arrived for every service on the claim. Neither label independently confirms a deposit. The Status tab shows the response history, including whether an update came from the clearinghouse or payer. Claims: Status.

The biller reads that history to separate a rejection before processing from a denial after processing, then identifies the appropriate next action. An administrative correction, a payer inquiry, and a request for the therapist’s clinical explanation are different tasks. The status guide explains the labels.

For open payer inquiries, ask for a short record: what was asked, what the payer said, who acts next, and when to check again. An unchanged claim should not disappear from follow-up just because it left Pending Submissions.

Connect remittance information to payment records

An electronic remittance advice (ERA) describes how insurance processed a claim. Sessions Health automatically applies received ERA payment information; manual remittance may be necessary when ERAs are unavailable or enrollment is incomplete. The biller still reviews exceptions and unexplained balances. ERAs and manual remittance.

Insurance money moves between the payer and practice, outside Sessions Health. The owner or designated financial reviewer should help match recorded payments with actual receipts. Before entering a paper explanation of benefits (EOB), check whether the same information already arrived electronically.

Most payers send ERAs to one destination, so confirm the current destination before changing enrollment. For the detailed handoff, see our Sessions Health ERA enrollment and EOB posting guide and the vendor’s remittance documentation.

A useful check-in with your Sessions Health biller

Keep supplying accurate visit details, diagnoses, and clinical documentation. Share insurance changes and payer correspondence. Then review a few specific exceptions with your biller:

• Which visits still have no submitted claim, and why?

• Which items need an answer from a clinician or the practice?

• Which payer follow-ups remain open, and what happens next?

• Which remittances, received payments, or secondary claims still need to be connected?

If the same question keeps returning, improve the intake or handoff producing it. A smaller pending list is useful only if unfinished work remains visible somewhere.

Shameless Bomi plug

Bomi supports Sessions Health and works as a billing user inside it. You can keep the EHR you know while getting help with the human work around claims and payments. See whether Bomi billing fits your practice.

Sources

• Sessions Health: Managing Users and Roles

• Sessions Health: Understanding Roles & Permissions

• Sessions Health: Insurance Enrollments

• Sessions Health: Individually Submit Claims

• Sessions Health: Pending Submissions Dashboard

• Sessions Health: Claims Status

• Sessions Health: ERAs and manual remittance