Appointment level billing changes

 How to manually change the billing type for individual appointments

Let's say you discover a client's billing type (either Insurance or Self-Pay) was incorrect, but you don't notice until after the appointment.

Note: What is billing type? In SimplePractice, a client's billing type can either be Insurance or Self-Pay, depending on how the client pays. 

Here's how to remedy this situation:

  1. Before changing the billing type, you must first delete any invoices associated with the appointment. 
  2. Locate the client (by searching by name or selecting the client name from the left navigation bar), then click the Billing tab.
  3. Click Edit located below the appointment amount (hover your mouse over the appointment to make Edit appear, as shown below).Changing the billing type for a specific client from Self-Pay to Insurance in SimplePractice
  4. Once you click Edit, you can adjust the billing type for this individual appointment from Self-Pay to Insurance (or vice versa).

Note: If you don’t see Edit as an option, make sure you have deleted any Superbill or Statement associated with this appointment. You'll need to do this before you can edit an appointment fee or the appointment billing type.

How to manually change the fee for individual appointments

While editing the appointment on a client's Billing Details page, you can also do 1 of 2 things:

  1. Adjust the Copay amount if the billing type is set to Insurance. Adjusting the copay amount will change the client's portion of the appointment fee. This is useful if your client is responsible for coinsurance (a percentage of the appointment fee) instead of a copay (a set amount for each visit).
  2. Add a write-off for a Self-Pay client if the billing type is set to Self-Pay.

Note: When you set the appointment's billing type to Self-Pay the full appointment amount will be charged to the client. You can also write off a portion of the client's responsibility by entering a client write-off here.



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