Starting a practice
Setup checklist, state guides, license readiness, business setup, and first-client operations.
Free resources for starting and running a therapy practice
Use Bomi resources to understand setup steps, state-specific requirements, payer setup, credentialing, billing workflows, and revenue planning.
Need hands-on help? Bomi handles insurance: credentialing, benefit checks, claims, denials, roster updates, CAQH, attestations, balances, and revenue management.
Resource categories
Start with the guide that matches your current operational question.
Getting payer-ready
NPI/NPPES, CAQH, credentialing guide, payer packets, attestations, and effective-date tracking.
Billing insurance
Verification of Benefits, claims workflow, denial tracking, client balances, and revenue planning.
Growing a group
Roster updates, provider onboarding, credentialing maintenance, reporting, and group workflows.
Insurance is local
Credentialing timelines, payer options, reimbursement expectations, provider rosters, licensure paths, and business setup steps vary by state.
Illinois
State notes for Illinois setup, NPI/NPPES, CAQH, credentialing, payer workflows, and billing operations.
View Illinois guideIndiana
State notes for Indiana practice setup, NPI/NPPES, CAQH, payer credentialing, roster updates, and billing workflows.
View Indiana guideNew Mexico
State notes for New Mexico license readiness, entity setup, tax registration, telehealth, Medicaid, and payer workflows.
View New Mexico guideEvery state support
Bomi supports therapy practices in every state across the U.S. Browse the live guides or tell us which state guide would help next.
Browse live guidesCalculators and tools
Use lightweight planning tools before you decide whether you want Bomi to take over the insurance work.
Revenue calculator
Model session volume, payer mix, collection rate, expenses, and billing support.
Open toolSetup checklist
Track license readiness, entity setup, EIN, NPI, CAQH, credentialing, billing, and forms.
Open toolTemplates
Use lightweight templates for credentialing packets, setup planning, and payer-facing setup.
Open toolFeatured guides
Learn the pieces that most often slow down insurance-based therapy practices: NPI, CAQH, credentialing, claims, denials, and billing workflows.
Private Practice Setup Checklist for Therapists
Track license readiness, business setup, NPI, CAQH, credentialing, forms, EHR, billing, and setup operations.
Open guideNPI, Taxonomy, and CAQH Setup
Understand the foundation payers use before credentialing and insurance billing can work.
Open guideTherapist Insurance Credentialing
Learn what happens before, during, and after payer applications.
Open guideInsurance Billing for Therapy Practices
Map eligibility, claims, EOBs, denials, balances, and reporting into one pipeline.
Open guideLatest from the blog
Timely updates and practical explainers on payer changes, credentialing, billing workflows, reimbursement trends, and insurance operations for therapy practices.
Billing
Carepatron
Practice Management
How Billers Work in Carepatron
How an outside biller handles Carepatron claims, payment records, and follow-up, plus what therapists should review and keep responsibility for.
George Ruan - October 19, 2026
Read articleBilling
PracticeQ
Practice Management
How Billers Work in PracticeQ
How an outside biller uses PracticeQ permissions, claim drafts, submission tools, and payment records, with practical questions for practice owners.
George Ruan - October 19, 2026
Read articleBilling
SimplePractice
Practice Management
How Billers Work in SimplePractice
How an outside biller handles SimplePractice claims, payment records, and follow-up—and what therapists should review themselves.
George Ruan - October 19, 2026
Read articleNeed help with insurance?
Bomi can help with billing, credentialing, payer setup, and group-practice insurance operations.