Who collects from clients
We charge the copay to the card on file the morning after the session. Declined cards come back to you. We never contact your clients and we don’t do collections.
Guide 4 of 8Bomi is an insurance concierge for therapy practices.
One session, start to finish.
We check benefits before the session, send the claim and charge the copay the next morning, and chase anything that doesn’t pay. Insurers pay your practice directly; Bomi invoices its fee separately.
- 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
What stays yours
- 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 don’t hand back to you
- Calling a payer or sitting on hold
- Reading an EOB or resubmitting a claim
- Updating CAQH or re-attesting
- Running cards or posting payments
One email, every Monday
Where credentialing stands, what we’re chasing, balances and credits, and what needs you. Reply to it and the right person picks it up. In a group, each clinician gets their own; the owner is copied.
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
A session in Bomi EHR
Real screens from a demo practice with fictional clients.
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.