Set up an insurance route
Move through practice gates, provider evidence, coverage provenance, a clinician-locked care record, and deterministic route preview.
Follow the five-step path
- 1Complete the practice record
Record approved BAA evidence, the Part 2 determination, required access control, and the remittance approach before importing client information.
- 2Add the exact treating-provider credential
Select the credential that matches the provider. The system does not substitute a clinical-psychologist rule for another profession.
- 3Submit dated provider evidence
Work through identity, taxonomy, license, payer enrollment, PTAN, TIN, reassignment, service location, transaction enrollment, opt-out, and exclusion evidence.
- 4Add coverage and care evidence
Use the same client record, preserve coverage provenance, and save only clinician-reviewed service facts.
- 5Preview the route
Review every blocker. A preview is not a coverage decision, payment promise, or authorization to submit a claim.
Know what completion can prove
Client assignment completion may support clinical review. It contributes no qualifying practitioner minutes by default and does not qualify an ordinary portal activity as an RTM or DMHT device.
Do not enter unsupported facts simply to clear a blocker. Save the incomplete record and resolve the evidence through the appropriate practice workflow.
Read the result
Claim-ready means the current rule and recorded evidence passed the available checks. Blocked means at least one named requirement remains unresolved.
Direct submission remains unavailable until the separate legal, security, coding, transaction, and controlled-beta release gates pass.