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 sessions you create in the calendar. This will also change any future sessions that you have added to the calendar.
Manually change the billing type for individual sessions
Note: Before you manually change the billing type for an individual session, make sure that you delete any invoices associated with your session. 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 session level on the Client Billing page by clicking on the Edit link located below the session amount. Hover your mouse over the session 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 session. You'll need to do this before you can edit a session fee or session billing type.
Once you click Edit, you can adjust the billing type for this individual session from Self-Pay to Insurance (Or vice versa.)
While editing the session 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 session fee. This is useful if your client is responsible for coinsurance (a percentage of the session 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 session's billing type to Self-Pay the full session 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.