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How do I do courtesy billing for my clients?

How do I do courtesy billing for my clients?

In this scenario, your client is paying you the full session fee, but you would 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:

  •  Go to your client’s Billing and Insurance information under Client Overview > View/edit client info > Billing and Insurance and make sure that the Billing Type is set to Self-Pay.
  • On that same page, scroll down and add the client’s insurance company information. You must include these two items in order for the claim to be processed.
    • Insurance Payer
    • Member ID (enter it without spaces or dashes)
  • While you’re on the same page, scroll down and click Show additional claim fields and select No for the Accept Assignment? option.


  • Click Save.

Note: 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, but that they should be sent to the client instead.



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