Days off feel like days off again
Julie BirkyLCSW
“Since going with Bomi, my days off are truly my days off. Now my work week looks exactly how I want it to look.”
Bomi, the insurance concierge for therapy practices
You’re good at therapy.
We’re good at insurance.
You care for your clients. We handle the insurance side: credentialing, keeping your credentials current, billing, and the insurance work of growing your practice. See what we handle, what it costs, and how to get started.
- Billing: 4% of collections, month-to-month.
- Credentialing: included.
- EHR: use ours and start online today, or keep yours and begin with a 15-minute handoff.
What Bomi is
An insurance concierge.
It is your practice: your clients, your notes, your rates, your decisions. Bomi is the team that deals with insurance companies so you don’t have to.
01
Credentialing
We apply to insurance networks under your own NPI.
We apply to the payers you pick, follow up until they answer, and track every application in one place. The contracts belong to your practice, not to a platform.
- First four payer applications included
- Applications out within about a week
- Application tracking and follow-up
02
Credential maintenance
We track the ongoing requirements and tell you when we need something.
Payers keep asking for things after you are in network. We handle CAQH attestations, re-credentialing, roster updates, and direct-deposit setup, and remind you before a license or malpractice policy expires.
- CAQH and attestations
- Re-credentialing and rosters
- License and malpractice reminders
03
Billing
Benefits before, claims after, follow-up on anything unpaid.
We verify benefits two weeks ahead, send claims the next morning, charge the copay, post payments, and chase anything denied or stuck. Insurers deposit directly into your bank account; Bomi invoices its fee separately.
- Claims out the next morning
- Denials worked in 1-2 days
- One Monday email a week
04
Growing your practice
The insurance side of adding clinicians, payers, and locations.
Add a clinician and we credential them under your practice, set up supervisory billing where payers allow it, and report by clinician. Add a payer or a location any time. We review your rates with payers once a year. We don’t send you clients; your practice stays yours.
- Associates and supervisees
- New payers whenever you want
- Annual rate review
You ownclientsnotes and ratesscheduledecisions
What we don’t doContact your clientsRead your notesAct as a collections agency
Who we are
We started with one therapy practice. My mom’s.
She wanted to see clients. The insurance side kept pulling her away. George went deep on billing and credentialing, got AAPC certified, and started running it for her. We helped her friends next, then practices across the country. Everything about how we work comes from what she needed: month-to-month, email answered in hours, and one clear update a week.
Founders
George RuanBilling and credentialing
Dax EarlProduct and the practice side
Andrey GoderEngineering and the EHR
- First client
- Dax’s mom. Still a client.
- 39 states
- where Bomi practices are today
- ~60%
- of new practices in the last year came from a referral
From Bomi clients
What it feels like after the handoff.
“This is the first time owning my own practice. However, I have had some experience with navigating billing. I was actually SHOCKED to see how fast claims were getting paid out. From my previous experiences, other billing professionals told me weeks, maybe months. Bomi has been quick and effective.”
Brianna RossbachMS, LCPC
Rossbach Counseling, PLLC
“I have had nothing but a positive experience working with Bomi. They are quick and easy to get ahold of, are top notch at problem solving and make my life so much easier. I don't even think about billing. Bomi has it handled. What a relief!”
Stephenie Austin-BrusatteLCSW PLLC
“Bomi has impressed me with how quickly claims are filed and paid. Their weekly A/R sweeps help me stay current on my end. Bomi is like a trusted in-house billing team. The process of opening my own practice was daunting, but Bomi was an integral part of creating a seamless process on the billing side.”
Michelle KriegerLCPC
From Bomi Billing clients, shared with permission.
A week with Bomi
Follow one session from the calendar to your bank account.
The insurance side of a session, start to finish. You see the client, sign the note, and answer when we need something. We handle the rest.
- 1
Two weeks out
Benefits checked
We verify every new client on your schedule: copay, deductible, network status. Automated check first, then a call when it is unclear.
Bomi
- 2
The session
You see the client
You hold the session, keep the appointment status right, and sign your note.
You
- 3
Next morning
Claim sent, copay charged
We send the claim and charge the copay to the card on file. Not the same day, so you have time to fix a code.
Bomi
- 4
About 4 days
Payer pays you directly
Median from claim to first payer payment, measured on Bomi-billed claims (Jun 2025 to Feb 2026). Direct deposit to your account; Bomi invoices its fee separately.
Bomi
- 5
If stuck
We chase it
Denials and rejections worked in 1-2 days. Stale claims chased at 14-30 days depending on the payer.
Bomi
- 6
Every Monday
One email
What moved, what is stuck, what needs your input. Reply to it and the right person picks it up.
Bomi
Next day
Claims submitted
1-2 days
Denials worked
~93%
Benefit checks right the first time
~3 hrs
Average email reply
Operating targets from Bomi’s current workload. Payer timing still varies. We run on email; put URGENT in the subject to jump the queue.
One email, every Monday.
An update from your billing team: where credentialing stands, what we are chasing and why, balances and credits, and anything we need from you, in plain language. Reply to it and the right person picks it up.
Groups: each clinician gets their own, with the owner copied. On Bomi EHR, the details between emails live on the Billing and Credentials pages.
Every Monday
From Bomi Billing
To Practice owner
Subject Weekly billing + credentialing update
Hi there,
Here are this week’s updates and what is top of mind:
Credentialing updates
- Your Aetna contract is signed and waiting for Aetna’s signature.
- BCBS direct deposit requested, and we opted you out of their virtual cards.
On our radar
- The second insurer is reviewing two claims again now that we sent the first insurer’s payment details.
- One claim has sat 30 days with UHC; we escalated it and call again Monday.
Balances + credits
- Client A: $48 new balance. Client B: $34.12 balance.
- Client C: $562.40 temporary credit. Client D: $78.20 credit.
Needs you
- Sign the Cigna W-9 we emailed Thursday so the application can move.
Cheers, Bomi
Your EHR, or ours
Keep your EHR, or use ours.
We work as a billing user inside the EHRs below. For routine billing we use your schedule and insurance details, not your clinical notes.
- SimplePractice
- TherapyNotes
- Sessions Health
- TheraNest
Or use Bomi EHR
Built around this way of working: your week, your notes, your client portal, telehealth, and the insurance side in the same screens. $0 per clinician for your first three months, then $29. Same team, same 4% either way.
Everything in the EHRSchedule in-person and telehealth appointments, set your weekly availability, and see insurance readiness and billing status right from each appointment.
Pricing
Insurance billing: 4% of collections.
At the end of the month we look at what landed in your bank account from insurance, copays, and self-pay, and invoice 4% of that. Unpaid claims never generate a fee. No setup fee, no minimum, month-to-month. Example: $8,000 collected in a month is a $320 Bomi fee. If we help you see one more client a week, for most practices it pays for itself.
No EHR subscription fees for your first 3 months
First three months
$0/ clinician / month
+ 4% of net collections for Bomi Billing
After the introductory period
$29/ clinician / month
+ 4% of net collections for Bomi Billing
Only the EHR subscription is waived. Bomi Billing fees apply throughout. Payment processing, payer, and other applicable third-party fees are separate.
Credentialing, included
Your practice’s first four payer applications are included (four per practice, not per clinician), then $50 per payer per clinician. CAQH upkeep, attestations, re-credentialing, and roster updates are included for as long as you bill with Bomi.
Separate from Bomi’s fee: card-processing fees on client card payments (charged by Stripe on your own account) and any fee a payer charges to enroll.
Credentialing
Credentialing takes months. Start it now.
We credential your own entity and NPI, so the contracts belong to you. Here is what the timeline actually looks like.
- 1
Week 1
Applications go out
Within about a week of your setup being complete.
- 2
Around day 40
We follow up
We confirm receipt early, then chase every open application.
- 3
60-90 days
Typical approval
Recent examples: Aetna about 30 days, Medicare about 35, BCBS about 45. Payers set the pace.
- 4
Slower payers
Plan ahead
Medicaid can take about six months. Some payers waitlist in some states.
- 5
Then you bill
Live
Direct deposit and ERAs set up, payer IDs loaded, first claims out.
Who holds your contract?
A payer signs one contract with one holder, and clinicians are listed on that holder’s roster. Being on Headway’s or a group’s roster is not the same as being credentialed: the contract is theirs, under their tax ID. We credential your practice and roster you under it, so the contract is yours and there is room to grow.
Platform or group
Contract holder
Headway, Alma, or a group
On the roster
- You
- Others
Their contract, under their tax ID. It doesn’t come with you when you leave.
Individual
Contract holder
You (SSN + Type 1 NPI)
On the roster
- Just you
Your contract. Works with major payers; adding people later means re-credentialing.
Your practice
Contract holder
Your LLC, PLLC, or PC (EIN + Type 2 NPI)
On the roster
- You
- Future hires
Your contract, with room to add people. This is what we recommend for most practices.
Credential your practice, not your SSN.
You can be credentialed individually, and it isn’t wrong. But a PLLC or PC with its own EIN and Type 2 NPI is the setup that causes the fewest problems with payers.
- 1
Contracts load cleanly
An individual NPI still linked to an old group can cross-link or slip its effective date. We check that your practice and clinician records are linked correctly.
- 2
Clear roles for payers
You render care (Type 1 NPI). Your practice bills and gets paid (Type 2 NPI and EIN), not you under your SSN.
- 3
Room to grow
Add associates or employees under your existing Type 2 NPI instead of re-credentialing every payer later.
- 4
Liability and taxes
An entity separates you from the business. Your attorney and CPA can tell you what that means for you.
From George’s post Bill under a PLLC or PC, not your SSN. State rules differ (California uses a professional corporation); your attorney and CPA have the final word.
Speed it up
Send requested documents promptly, and review and sign payer agreements when they arrive; we flag anything waiting on you. Don’t assume earlier sessions will be covered: we confirm each payer’s effective date before you bill. Recent examples, not guarantees.
Leaving Headway, Alma, Grow, or Rula?
Stay on the platform while we credential you. Once a payer is effective, move one client as a test, then the rest. Payers pay you directly at your rate. The honest tradeoff: platforms send you clients, and we don’t.
Where you are
What we do at each step, from launch to a group.
Work backward from your first insurance client. At every step there is a short list for you and a longer one for us.
- 1
6 months out
Entity, EIN, NPIs
You
Form the entity if you want one, get the EIN, Type 1 and Type 2 NPIs, CAQH, malpractice.
Bomi
We tell you exactly what is missing and start Medicaid applications, the slowest ones.
- 2
3-4 months out
Applications go out
You
Finish setup and pick your payers.
Bomi
Commercial and Medicare applications submitted within about a week. We confirm each payer received it.
- 3
Around day 40
Follow-up
You
Sign payer contracts the day they arrive.
Bomi
We chase every open application and work any missing-information requests.
- 4
2-4 weeks out
Set up to bill
You
Add your first clients and invite them to the portal.
Bomi
Direct deposit and ERAs set up with every payer, payer IDs loaded, benefits verified for your first clients.
- 5
Day one
First insurance client
You
Hold the session, sign the note.
Bomi
Claim out the next morning, copay charged, first Monday email. The 4% starts here.
Already credentialed? You start at step four: add us to your EHR, we set up direct deposit and ERAs, and claims go out the next morning. The EHR can wait until a few weeks before your first client.
As your practice grows
The same team handles the insurance side of adding people, payers, and locations. Here is who does what.
WhenYouBomi
Your first associate
You: Invite them from the Team page and set the supervisor.
Bomi: We credential them under your practice, one application per payer, and set up supervisory billing where the payer allows it.
A new payer
You: Click Add applications on the Credentials page.
Bomi: Same process as day one: submit, follow up, load the payer ID, set up direct deposit and ERA.
A second location
You: Add the location in settings.
Bomi: We update every payer roster so claims from the new address pay.
Every week, at any size
You: Each clinician gets their own Monday email; you are copied.
Bomi: Reporting by clinician, payer, and location. Balances and credits tracked per clinician.
Every year
You: Tell us if your rates feel low.
Bomi: We review your rates with each payer once a year. Some payers offer group rates as you add clinicians.
Joining
Create your account. It takes about two minutes.
Nothing is charged at sign-up. Billing starts when you collect, and the EHR fee starts after your free months.
- 1
Create your account
Your name, email, and practice name. One checkbox accepts the Terms, Privacy Policy, and our Business Associate Agreement, which sets out Bomi’s responsibilities for using and protecting client information.
- 2
Check your email
We send a sign-in link. There is no password. The link opens your practice dashboard.
- 3
Work through setup
Five steps, each with an explanation beside it. Progress saves automatically, so do ten minutes now and the rest later.
The setup checklist: five steps, and we review the rest
This is what you see after your first sign-in. You enter it once; we use it for every payer application. Use the same legal name and address everywhere, because mismatches are the top reason payers send applications back.
Coming from SimplePractice? Tick the import box at sign-up. We bring clients, insurance details, appointments, documents, and billing history over while you keep working, and you review everything before switching. See how the move works.
- 1
Agreement
One e-signature request by email: the Bomi Billing agreement and the EHR addendum.
- 2
Practice basics
Contact info, office and telehealth locations, and your team. Skip the team step if it is just you.
- 3
Clinician profile
Services and rates, no-show and late-cancel fees, weekly hours, NPI, license, and your CAQH login.
- 4
Billing
EIN and tax classification, Type 2 NPI if you have one, the bank account for insurance payments, and client card payments.
- 5
Review
Submit for review. We check it, set up direct deposit and ERAs, and start your payer applications while you keep using the EHR.
Keeping SimplePractice, TherapyNotes, Sessions Health, or TheraNest?
Same team, same 4%, inside your current EHR. The handoff is three steps and needs two documents sent by hand, so it starts with a short call instead of the setup checklist. Pick a start date, usually the first of a month; nothing is charged until we are added as a billing user.
Book a 15-minute handoff- 1
Sign
After a 15-minute handoff call, we email the BAA and the Services Agreement for e-signature. Same terms: 4% of collections, month-to-month.
- 2
Intake
As soon as you sign, George emails the intake: the same NPI, CAQH, tax, bank, license, and malpractice items as the setup checklist.
- 3
Add Bomi to your EHR
Add us as a billing user. We see the schedule and insurance details, not your notes. New practices do this once credentialing is done.
A session in Bomi EHR
From booking to payment, in the EHR.
Real screens from a demo practice with fictional clients. This is the workflow once your practice is ready to bill.
1 of 4
The first client
Add the client and click Invite to Client Portal. You pick what they see first: intake, consents, PHQ-9 or GAD-7, your own forms. They sign in with an email link, e-sign on any device, and upload their insurance card. We verify benefits before the first session.
2 of 4
The first session and note
Book from the calendar, office or telehealth. The appointment warns you if insurance or intake is not done yet. Afterwards, add the note from the appointment (SOAP, DAP, BIRP, EMDR, or free text) and sign it. The next morning we send the claim and charge the copay.
3 of 4
The first payment
Insurance pays by direct deposit straight to your account; timing depends on the payer. Early next month you get one invoice from us for 4% of what actually landed. Pending claims are not counted. On the Billing page, "Needs your input" is the only number you have to watch.
4 of 4
Where credentialing stands
Every clinician and payer as credentialed, in progress, or blocked. A blocked row says plainly what is missing and who acts next. Owners add new payer applications from the same page.
What stays with you each week
- Keep appointment status right: completed, no-show, late cancel.
- Sign your notes.
- Answer what we flag in the Monday email or under "Needs your input".
- Upload a new insurance card when a client hands you one.
- Tell us when you add a clinician, a location, or a payer.
What we will never ask you to do
- Call a payer or sit on hold
- Read an EOB or resubmit a claim
- Update CAQH or re-attest
- Run cards or post payments yourself
When you’re stuck
Help where you are, from a person who has the context.
Routine questions are answered on the screen you are on. Anything else goes to the team by email or inside the EHR, and a person replies.
Ask in the EHR
Click Help on any page and ask a question. Routine ones get a step-by-step walkthrough on the screen you are on. Anything else goes to Bomi support, and the reply shows up in the same thread.
Email the team
Billing, credentialing, a payer, a client balance: email the team directly. Average reply about three hours, including evenings. Put URGENT in the subject to jump the queue.
Reminders that link to the step
If setup stalls or we are waiting on a document, you get a reminder with a link to that exact step.
The Monday email
Every week: what moved, what is stuck, what needs you. Reply to it and the right person picks it up.
Not a client yet and have a question this page didn’t answer? Email contact@bomihealth.com. A person replies, usually within a few hours.
Questions therapists actually ask
The questions therapists ask most before they sign up.
Yes. Bomi Billing is 4% of everything you collect: insurance payments, copays, and self-pay, invoiced early the next month on money that actually landed. Pending claims are never charged. Mostly self-pay practices usually are not a fit.
No. Credentialing comes with Bomi Billing, which is how we can include your practice’s first four payer applications. The billing fee starts when you collect, so a credentialing-only stretch costs nothing.
Not if you use SimplePractice, TherapyNotes, Sessions Health, or TheraNest. We work as a billing user inside those. If you use something else, or nothing yet, you would move to Bomi’s EHR.Billing inside your current EHR
No. We see your schedule and insurance details only. If a card declines or insurance lapses, we tell you, not the client. We are not a collections agency.
If you are already credentialed, as soon as we are set up in your EHR. If not, applications go out within about a week of setup and most payers approve in 60 to 90 days; Medicaid can take about six months. Don’t assume earlier sessions will be covered: we confirm each payer’s effective date before you bill.
From SimplePractice, yes: connect your account once and we bring clients, insurance details, appointments, documents, and billing history across while you keep working. You review everything before switching. From another EHR, ask us what can transfer first.
An entity is recommended because we contract your practice, but it is not required. Setup tells you exactly what is missing, with an explanation beside each field.
No. Bomi Billing is charged on what you collect, and the EHR subscription is $0 per clinician per month for your first three months, then $29. Payment processing and payer fees are separate.All pricing details
Thirty days’ notice, no exit fee. Your payer contracts and credentials belong to your practice, not to Bomi. Because the EHR requires Bomi Billing, ending billing also ends the EHR subscription; the terms cover read-only access and exports.Review the terms
Ready? Create your account.
Finish setup at your own pace.
Creating the account takes about two minutes; setup takes about twenty once your details are ready, and it saves as you go. Nothing is charged at sign-up. We review your setup within a business day and start your payer applications within about a week.
Create your account
Keeping your current EHR? Book a 15-minute handoff. Want to talk first? Same link. Or email contact@bomihealth.com.