Why integrated billing, revenue management, eligibility checks & ERA auto-posting matter
Manual data re-entry or siloed billing software is more than an inconvenience, it is a profit leak. Eligibility errors trigger denied claims, scattered payment plans create write-offs, and delayed ERAs inflate accounts-receivable days. Studies show that every percentage point of uncollected revenue can cost a mid-size clinic tens of thousands of dollars each year. By merging cash payments, memberships, and full insurance RCM into one connected workflow, PtEverywhere closes those gaps and shortens the time from service to settled funds.
How PtEverywhere accelerates and protects revenue
Cash & hybrid payments
Offer packages, memberships, plans of care, or à-la-carte sessions with card-on-file (including HSA/FSA) or with an integrated terminal. In just two clicks, generate a superbill that patients can submit to their out-of-network plans, while your ledger updates automatically. Clinics using memberships often report more predictable monthly revenue and higher plan adherence.
End-to-end insurance RCM
Automated eligibility verifies coverage before the visit, preventing surprise denials. Clean claims push to the clearinghouse in seconds, and when ERAs return, PtEverywhere auto-posts payments and adjustments to the patient ledger. Any remaining balance can trigger a statement, set up payment plans & card-on-file for automatic collection, or send a secure-pay link—no envelope-stuffing required. Denied claims feed into a denial management workflow with built-in appeal tools, CPT® crosswalks, and documentation attachments, so your biller resolves issues without copy-pasting claim numbers between systems.
Smart scrubbing and denial prevention
Before a claim leaves your screen, real-time code validation flags mismatched modifiers, missing units, or payer-specific quirks (“GP” vs. “GO”). Templates require mandatory fields (onset date, plan of care, referring NPI) so denials drop and first-pass acceptance climbs.
Self-serve patient portal & card-on-file
Patients can log in, view invoices, and pay with a saved card or bank account from any device. Automated reminders nudge overdue balances and let patients enter payment plans themselves, reducing awkward front-desk conversations and improving collections on high-deductible plans.
Financial dashboards & export-ready reports
Open the mobile app and monitor live metrics for package revenue, upcoming auto-charges, renewal dates, and therapist productivity at a glance. Filter by location, provider, or payment type, then export to your accountant with one tap.
Compliance & security baked in
All PHI and payment data are encrypted at rest and in transit. Role-based permissions separate therapists from billing staff, while full audit trails track every adjustment and refund. PtEverywhere is PCI-compliant and supports recurring payment tokenization, protecting both your clinic and your patients.
Use-case snapshots
| Practice stage |
Key headaches |
How PtEverywhere helps |
| New cash practice |
Recurring package payments without hiring a biller |
Automated invoices, expiring memberships, and stored cards run in the background, so you focus on care. |
| Hybrid clinic |
Insurance claims and cash upgrades create duplicate work |
Run both models side-by-side from the same chart; one ledger, zero re-entry. |
| Multi-practice clinic / multi-site group |
Three-location group with mixed cash & insurance |
Shared ledgers, consolidated package & membership dashboards, and location-based payout tracking keep multi-site finances crystal clear. |
Beyond payment capture: closing the revenue loop
When scheduling, documentation, and billing share a database, each encounter drives a friction-free revenue journey: the appointment writes a charge code, the signed SOAP note validates medical necessity, the claim transmits, the ERA posts, and the ledger updates, all without leaving PtEverywhere. Owners gain real-time visibility into lag days between visit, sign-off, submission, and payment, so they can spot bottlenecks before they hurt cash flow.
Hybrid clinics in particular benefit: PtEverywhere tracks patient responsibility across cash packages, plan deductibles, and secondary payers, automatically allocating payments to the correct bucket. No more Excel gymnastics to reconcile “who owes what.”
Deep-dive resources
Physical Therapy Insurance Billing Made Easy
Definitive Guide to Mastering Physical Therapy Billing
Boost Revenue with Advanced Physical Therapy Billing Software
