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Deleting or editing an insurance payment

If you need to delete or edit an insurance payment to make updates or corrections, here are the steps to follow:

  1. Go to your Calendar homepage > Billing > Insurance.
  2. Next, click the Payments tab.
    Payments tab in Insurance section of SimplePractice
  3. Then, select the Insurance payer from the All Insurance Providers dropdown box and enter payment date or date range.
  4. Select the Insurance payer, this will take you to the Insurance Payments Detail page.
  5. Click Delete Payment and then select OK to delete the payment. To edit it, click Edit and then select Save after you've made the necessary corrections. 

Edit or delete a payment on the Insurance Payments Detail page in SimplePractice

 

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