Therabill A/R and Invoicing Worksheet

Section A: Assess Your Current Financial Health
1. Invoicing Process

Navigate to Billing > Bill Insurance and then select View All.
How many sessions are waiting to be billed?*
Do you invoice...*
Any missing information that slows invoicing?*
2. Insurance A/R

Go to your Insurance A/R report in Therabill and fill in the following:

(90–119 days + >119 days) ÷ Total AR × 100 = A/R % more than 90 days
Total Insurance A/R (All Aging)*
% of Insurance A/R Over 90 Days*
Top 1 or 2 Payers with Highest A/R*
One possible cause of the delay*
3. Client A/R

Go to Client A/R report in Therabill, select “only finalized claims”, then fill in the following:
(90–119 days + >119 days) ÷ Total AR × 100 = A/R % more than 90 days
Total Client A/R*
% of Client A/R over 90 Days*
Are there any known issues (e.g., card on file, reminder sent)?*

Section B: Identify Your Focus Area
Select the ONE area you want to focus on improving first:*

Insurance A/RClient A/RInvoicing

Section C: Commit to Action
1. Write down one action you’ll take in the next 7 days to improve your billing process.
My Action Step:*
When will I do it?*
2. Over the next 30 days, work to decrease your A/R 10%. You can do this!
Should be Empty: