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Tracking a client’s insurance balance

For Clients that use Insurance, SimplePractice will track two balances:

Client Balance

Tracks the Co-Pay balance and is based on the Co-Pay amount you’ve set for the Client. (You can learn how to set a client’s Co-Pay in this article.)

This is how you know if the client owes you money for unpaid co-pays.

Insurance Balance

Tracks the balance for all your sessions with the Client, minus the associated Co-Pay amounts and any amount you've written off.

You can also see how much you’ve received for the Client- this is derived from the Insurance Payments you enter into SimplePractice. (You can learn how to enter an insurance payment here.)

This Insurance balance will tell you if you have any outstanding payments from the client’s insurance company.

Learn more about insurance billing with this step by step guide.


If you change an existing client's billing type to "Insurance pays me" only new sessions you set in the calendar will recognize this new billing type and be applied to the insurance provider's balance. Sessions that were previously set in the calendar won’t recognize this new billing type and will still be applied to the client's balance.

After changing an existing client's billing type to "Insurance pays me" you must delete and recreate the upcoming sessions that were previously set in the calendar. This means that if you have a recurring appointment for the client, you must delete the future sessions in the series and recreate the series with the client's new billing type set.


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