Set up providers once. Run payouts on your schedule.
One file in, every provider paid, every run on record, 1099s filed.
Drop your payout spreadsheet into Lemma, in any format. Providers are matched, two people approve, and everyone is paid by free ACH or RTP.
Lemma chat
Three things that replace the Zelle list and the spreadsheet.
One link. The provider adds bank details, then a W-9, in about two minutes. No bank login, no paper.
Alicia’s setup
Northside Behavioral invited you to set up payouts
Drop your payout file into the chat. Lemma matches rows to providers and flags what it can't place. A second person approves before anything is sent.
Review matches
| Provider | NPI | Sessions | Amount | Status |
|---|---|---|---|---|
| Alicia Moore LCSW | 1922837461 | 38 | $4,555.00 | Matched |
| Dr. Cathy Chen MD | 1847293650 | 52 | $5,120.00 | Matched |
| Samuel Okafor PsyD | 1639284715 | 30 | $3,980.00 | Matched |
| Nina Delgado PMHNP | 1758392046 | 44 | $6,240.00 | Matched |
| Hollis Grant LMHC | 1904837261 | 33 | $4,180.00 | Matched |
| Dr. Maya Iyer PsyD | 1382947650 | 36 | $4,920.00 | Matched |
| Kai Thornton LCSW | 1264738910 | 19 | $2,485.00 | Matched |
| Devon Sparks PMHNP | 1573829401 | 34 | $3,960.00 | No bank details |
| R. Sandoval, PRV-00088 | N/A | 26 | $2,860.00 | Unmatched |
7 of 9 ready · $31,480.00 will be sent
Who uploaded, who approved, what each provider got. Always on screen.
Payout runs
Paid this quarter
$186,940.00
Providers paid
7
Next run
Oct 5, 2026
Approved by Dana Whitfield
Each provider gets their own sign-in, apart from your practice login, to see payment history, the breakdown behind each payout, and their 1099s.
providers.getlemma.com
Provider sign-in
Separate from the practice login
alicia@...
Sign-in code
••••••
Every report shows the math: CPT line, sessions, rate, adjustments, net.
Payment report · Alicia Moore LCSW
Minimum necessary
Initials, masked ref, date, CPT. Nothing else.
Scoped access
Providers see only sessions they rendered.
Reveal with a reason
Unmasking a patient ref asks why, and logs it.
Every access logged
Sign-ins, views, and downloads recorded.
Strong sign-in
Code on every login. 15-minute timeout.
Nothing sensitive in the inbox
Emails carry amounts only.
Encrypted in transit and at rest. Lemma signs a BAA with the practice.
Write your own formula for rate, splits, and adjustments, and automate the money movement behind it. Lemma computes, routes for approval, and sends.
POST /v0/payouts
provider_npi: "1639284715"
formula: sessions * rate + bonus - advance_recovery
rail: ach
Zelle, one at a time, no breakdown, W-9s chased by email. With Lemma, one file, two approvals, a report per provider.
Before
Zelle list, one at a time, no breakdown, W-9s chased by email, 1099s rebuilt in January.
With Lemma
One file, two approvals, free ACH or RTP, a report per provider, 1099s filed.
W-9 data is collected at setup. At year end, Lemma generates and files 1099-NECs for every payout run on Lemma, and posts each provider's copy to their portal.
Tax documents
$81,200.00
2026 year to date
Change deposit account
MSO-PC Banking
Purpose built for multi-entity practice structures.
Business Banking
An account per entity, opened in five minutes.
Remittance Reconciliation
Deposits matched to remittance automatically.
Lockbox
A separate lockbox address for every PC.
Lemma Capital
Working capital sized to your revenue.
Corporate Cards
Free virtual and physical debit cards with custom limits.
Integration
Connect your clearinghouse, EHR, and books.
Revenue Routing
Split shared deposits across every PC, daily.
Lemma API
Automate custom payouts and money movement from your software.
Any. Drop your spreadsheet or CSV into the chat, and Lemma matches it to providers.
Free ACH or RTP to the account they added at setup. No Zelle, no per-payment fee.
One invite email. The provider adds bank details and a W-9 in about two minutes.
Anyone with the Owner or Accounting role, but the uploader and approver must be different people.
It is never paid. It shows as unmatched, and the rest goes out on time.
Every payout, its breakdown, deposit account, and 1099s, behind a separate two-step sign-in.
Yes, for payouts run on Lemma. Payments made outside Lemma are not included.
Yes. Use the API to write your own formula and automate the money movement behind it.