Targeted Behavioral Health Guidance.

No two practices run into the same billing problems, so no two sessions here look the same. Each consultation is built around your practice, your payers, and your questions, with no long-term retainer required.

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Every Session, Built Around You

Tell us what is actually tripping you up. In a free consultation, we learn about your practice, your payers, your state, and the exact questions you need answered. There is no generic curriculum and no canned agenda. Your session is shaped by what you bring us.

Step 1. Start With a Free Consultation

After your consultation, you receive a session plan built around your specific needs, along with a clear custom quote before you book anything. Your rate reflects your session type, one on one or group, the scope of what you need covered, and your state, since payer rules vary from state to state. No surprises.

Step 2. Get a Plan Made for You

Complete a brief intake and share redacted sample claims, clinical notes, or EOBs from your own practice. We review everything in advance, so your session time is spent on answers, not background.

Step 3. Share Your Real Paperwork

We meet securely and work through your questions only: your denial patterns, your workflow, your documentation, your payers. You leave with clear next steps for your practice, not general advice.

Step 4. Meet for Your Deep Dive

Step 5. Keep Every Answer

After your session, we clean up the full transcript and send you a polished, searchable reference document, so you can look up any answer, code, or workflow anytime. You also get two weeks of follow up by email for quick clarifying questions as you put it all into practice.

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Sessions & Custom Prices

Consulting rates are customized to your practice, because no two practices need the same thing. Your rate depends on your session type, one on one or group, the scope of what you need covered, and your state, since payer rules and requirements vary from state to state. After a free consultation, you will receive a clear custom quote before you book, so there are no surprises. Consultations are always free.

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Included in All Sessions

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Cleaned & Searchable Transcript

 Instead of managing lengthy video recordings, your meeting is fully transcribed. We edit out filler text and send you a streamlined, searchable document to easily look up specific answers, codes, or workflows anytime.

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Advanced Documentation Review and Preparation

Before we meet, we conduct a comprehensive review of your completed intake questionnaire alongside any redacted claim forms, clinical notes, or EOBs. This allows us to prepare targeted insights in advance and make maximum use of your scheduled session time.

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Complimentary 2-Week Follow-Up

All sessions include 2 weeks of complimentary email follow-up for any quick clarifying questions regarding the topics covered during our meeting. This gives you a dedicated window to ask follow-up questions as you implement session guidance into your daily workflows—at no extra charge.

Important Notes & Limitations:

  • To protect patient privacy and remain fully compliant with HIPAA regulations, please ensure that all Protected Health Information (PHI)—including patient names, dates of birth, Social Security numbers, and address details—is completely redacted prior to submitting any sample claim forms, clinical notes, or remittance advices.

  • Sessions are limited to up to 2 hours at a time (with a maximum limit of 4 hours total in a single day if an intensive deep dive is required).

  • If pre-session research indicates that fully addressing your specific concerns or questions may require more time than originally booked, we will reach out via email prior to our call to give you advance notice of this possibility, allowing you to adjust your session duration if desired.

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Focus Topic Examples

  • Clinical Documentation & Audit Integrity

    Aligning progress notes, CPT code selections (e.g., session time thresholds), and diagnostic support with strict payer standards..

  • Billing & Claim Workflow Optimization

    Streamlining front-end intake, eligibility checks, clearinghouse error resolution, and patient statement workflows.

  • Denial Patterns & Appeal Strategy

    Investigating recurring insurance rejection trends and mapping out actionable appeal steps.

  • ​Payer Compliance & Policy Updates

    Navigating Medicaid or Commercial network guidelines, telehealth modifier rules, and No Surprises Act compliance.

  • Need help with something not listed?

    You are not limited to the focus topics listed. Our consulting sessions are fully customizable to the unique administrative and billing challenges of your practice. We make every effort to answer and resolve the specific questions submitted in your intake form. If a specific query requires regulatory or legal clarification beyond our operational scope, we will provide all available insights along with direct contacts and official resources to guide you toward the right solution.