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How do I do courtesy billing for my clients?

How do I do courtesy billing for my clients?

With courtesy billing, your client is paying you the full session fee, but you’d like to file claims on their behalf so that the insurance company reimburses your client. Here's how you can create your claims in a way that will let the insurance company know that they should be sending the payment to the client instead of to you:

  • Navigate to the client’s Overview page
  • Click Edit under their name
  • Toggle to the Billing and Insurance tab
  • Make sure that the Billing Type is set to Self-Pay 
    • Note: Since the Billing Type is Self-Pay, these appointments won’t show up on the Unbilled Appointments page


  • Scroll down to the Insurance Information section and complete the required fields
    • Make sure to include these two items so you can successfully process claims:
      • Insurance Payer
      • Member ID (without spaces or dashes)


  • Scroll down and check the box next to Show additional claim fields 
  • Select No for the Accept Assignment? option


  • Click Save

Once you make this change, your claims for that client will be automatically created with Box 13 unchecked and Box 27 set to No. This will let insurance payers know that you don't want them to send you the payments for those claims and should be sent to the client instead. 

Note: We don't recommend enrolling to receive Payment Reports through SimplePractice with payers you'll be courtesy billing with. If you have an accepted Payment Reports (ERA) enrollment and experience unintended results with the appointment or claim status, feel free to submit a Help Request so our team can further investigate. 



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