Balance Point Wellness scales mindfully with Tebra EHR and Billing

Balance Point Wellness tapped a huge market need for mental health care, growing from one to six offices in just seven years, based on demand and on their growing reputation for both mental health and wellness services ranging from single, couples, group and family therapy to art, adventure, acupuncture, biofeedback and headache management.

Internally they even built a shared service, BPW Medical Billing Services, to help streamline business growth.

But, before Tebra, Balance Point Wellness had been on the same EHR, RXNT, since 2017. While functional in earlier years, the platform required clinicians and staff to work across multiple tools to complete everyday tasks. Telehealth operated separately from documentation. Financial reporting lived apart from clinical compliance data. Providers often tracked information manually or in external systems just to keep up with patient care and payer requirements.  

Even small inefficiencies compounded quickly. With more than 90 providers, just a few minutes per day spent switching between systems translated into hundreds of hours of lost clinical capacity each year. As both the CFO and a practicing clinician, Brandi Tanasescu understood, intimately, that the organization needed a system that worked both operationally and clinically.

“Mental health providers were spending time managing systems when they could have been focusing on care,” said Tanesescu.

A faster way to evaluate EHRs

Recognizing the complexity of switching EHRs, leadership wanted to avoid a drawn-out RFP process. Instead, Tanasescu used ChatGPT to quickly generate a short list of EHR platforms that met Balance Point Wellness’s size, specialty mix, and budget requirements.

“It helped us get to a shortlist of vendors worth evaluating very quickly,” she explained. 

From there, the team conducted focused demos with both clinical and finance stakeholders. Tebra stood out for its breadth, scalability, and ability to support both operational and clinical needs in a single, compliant and cost-effective system.

“We wanted something comprehensive that could grow with us, because we’re never done growing. Tebra gave us that confidence as an all-in-one technology partner,” said Tanasescu.

Onboarding at scale

Onboarding moved quickly, with clearinghouse site IDs and insurance enrollments activated within 72 hours. While the team chose not to complete a full historical data import—requiring manual entry—the finance and billing teams leaned into Tebra’s training and support resources.

Clinician impact

For clinicians, the biggest change was documentation. Tebra’s templates and built-in compliance workflows reduced note-writing time by an average of 30 minutes per day per provider, while also eliminating issues like system timeouts and lost work.

“My notes take me maybe three to five minutes now,” said Tanasescu. “Before, systems would time out even while typing, and nothing auto-saved.” Across 90 clinicians, those minutes can translate into significant reclaimed clinical capacity, estimated at more than $810k per year.

Financial and operational visibility

The in-house BPW Medical Billing Services team was created to extend a great customer service experience at every BPW location.  They handle everything from verifying benefits to coordinating co-pays and session billing.

Tebra helps this finance team with streamlined insurance payment posting, patient collections, and reporting. The ability to post large insurance payments and centralize workflows dramatically reduces follow-up work and reconciliation time.

“We finally have one place to pull the metrics we need,” said Foley. “That’s critical as we continue to grow.”

Looking ahead, Balance Point Wellness plans to use Tebra reporting to further optimize productivity, compliance tracking, and payroll workflows to have a more robust view of their business.

Hidden Costs Avoided: Modeled Impact Chart

Calculation assumptions (Mid-Atlantic salary averages): providers (therapists & MDs): 90 providers @ $75/hour; admin & billing staff: 10 staff @ $30/hour; average provider sessions/day: 6; working days/year: 240