Your SimplePractice account includes 4 billing reports on the Reports page related to client billing and payments. Use these reports to see amounts owed by clients and insurance and the invoices by status, clinician, and time past due.
In this guide, we’ll cover:
Note: For information on the Analytics dashboard and other reports, see Understanding your Analytics dashboard and reports.
Outstanding balances
The Outstanding balances report provides an overview of the amounts that are still owed by clients and insurance.
The Client tab includes:
- Client name
- Clinician (Group practices only)
- Invoiced
- Client Paid
- Uninvoiced
- Client Balance
Clicking the amounts in the Uninvoiced and Client Balance column will link you to the client’s Billing page. Additionally, you can filter this report by client or clinician.
The Insurance tab includes:
- Client name
- Clinician (Group practices only)
- Payer
- Billed
- Insurance Paid
- Unbilled
- Insurance Balance
The Unbilled amount is the total insurance amounts that haven’t been billed for each client. Clicking on the amount will show the client on the Unbilled appointments page. If you click on the Insurance Balance amount, you’ll be linked to Unpaid Items on the client’s Billing page. Additionally, you can filter this report by client, clinician, and insurance payer.
Client balance aging
The Client balance aging report lists monies owed out-of-pocket by clients, with respect to time. This is useful for tracking client balances, determining which clients have a past due balance, and seeing how long a balance has been overdue. The statuses of the report include:
| Status | Includes |
| Current | Includes all unpaid invoices that are not yet past due |
| 1 - 30 days past due | The sum of all unpaid invoices that are past due in the last 30 days |
| 31 - 60 days past due | The sum of all unpaid invoices that are past due in the last 31 - 60 days |
| 60+ days past due | The sum of all unpaid invoices past due more than 60 days |
| Total | The entire balance due for all unpaid invoices for this client |
Note: A “--” symbol means there’s no information to report.
Clinician invoicing (Group practices only)
The Clinician invoicing report shows the total amount of invoices for the selected time period. This report separates the dollar amount for appointments by clinician and specifies invoiced and uninvoiced amounts.
Invoices
The Invoices report shows the status of every invoice in your account. You can filter this report by date range, clinician, and invoice status: Paid or Credit, Unpaid, or Past Due.
