This feature is typically used when you change a client's billing type over to "Insurance"
When you change the Billing Type for a Client on the Client’s Billing and Insurance page to Insurance, this will be the default used for all new client appointments you create in the calendar. This will also change any future appointments that you have added to the calendar.
Manually change the billing type for individual appointments
Note: Before you manually change the billing type for an individual appointment, make sure that you delete any invoices associated with your appointment. This will make sure that the billing for your client remains clear and easy to understand. Click here to learn more about deleting an invoice.
You can override the default Billing Type at the appointment level on the Client Billing page by clicking on the Edit link located below the appointment amount. Hover your mouse over the appointment to make the Edit link appear.
If you don’t see the edit link, 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 appointment billing type.
Once you click Edit, you can adjust the billing type for this individual appointment from Self-Pay to Insurance or vice versa.
While editing the appointment on a client's Billing Details page, you can additionally do 1 of 2 things:
- Adjust the Copay amount if the billing type is set to Insurance. Adjusting the co-pay 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 co-pay (a set amount for each visit).
- Add a write-off for a self pay client if the billing type is set to Self-Pay.
- 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.
- Click Save.
If your client has a deductible, here's how you should manage it within SimplePractice: Client Deductibles.