Therapist Resources
Checklist for new GWG Therapists
Upload all your information for our records Professional Documents Upload - same password as this page.
CAQH Fill out in order to be partnered with Insurance. They take 1-2 months to get credentialed once filled out, so please prioritize. https://www.caqh.org/providers
Insurance form Fill out to be linked to GWG in CAQH
Therapist preferences Find your name on the bottom tab and fill out.
Sign the Docusign forms that will be emailed to you:
Professional Service Agreement (Contract)
Business Associate Agreement (HIPAA)
Direct Deposit Authorization (direct deposit hits on 1st and 16th of each month)
Greenlake Wellness Addendum - office info
Secondary Supervisor - Julia Jenkins - for Insurance
Ongoing resources for GWG Therapists
Office information: Info about office access
GWG Office Space Spreadsheet: Info about room schedule- discuss options with Rebecca
Therapist Preference Chart: Keep this up-to-date with the info we should know about your skills, specializations, etc to help best match you with clients.
Information on leading Groups: - Want to start a Group? Learn more!
Billing & Insurance Information for Therapists
At Greenlake Wellness, our billing team handles all client billing and insurance processing so therapists can focus on clinical care.
Billing & Outstanding Balances
If a client has an unpaid balance, you may be copied on an email from Katherine notifying the client of the outstanding amount.
We recommend not rescheduling clients with unpaid balances until payment has been made. Please note that therapists cannot be paid for sessions until the client’s balance has been paid.
Our billing team will continue following up with the client directly regarding payment. It is ultimately your decision whether or not to continue seeing clients with outstanding balances.
Autopay
All clients are enrolled in Autopay through SimplePractice. Clients select and save a credit card within their SimplePractice portal.
At the end of the day, SimplePractice automatically charges the client for their session balance.
For clients using insurance:
Insurance is billed first.
Once the insurance claim is processed and paid, SimplePractice automatically charges the client for any remaining copay, coinsurance, or deductible amount.
Important Note for First-Time Insurance Clients
For new clients using insurance, it can take approximately 2–3 weeks for the initial insurance claim to be processed and returned. During this time, we may not yet know the client’s exact financial responsibility, including copays, coinsurance, or deductible amounts.
Once the insurance claim has been processed, SimplePractice will automatically charge the client for any remaining balance owed.
Our billing team monitors these claims closely and will communicate with clients regarding any outstanding balances as needed.
This entire process is managed by our billing team. Our goal is to make sure therapists are paid accurately and on time.
Out-of-Network Clients & Superbills
For out-of-network clients, we can provide superbills for insurance reimbursement.
Clients should contact us directly if they would like superbills so we can enable superbill settings in SimplePractice.
We can also create customized superbills with additional information required by the client’s insurance company. These are manually prepared by Katherine as needed.
More information on out-of-network coverage can be found here.
Billing Questions
If you or your clients have any billing questions, please direct them to billing@greenlakewellness.com
When in doubt, have the client email the billing team directly.
