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How to bill for cash-only clients

If you are not currently accepting insurance, you can select Self-Pay as the client's billing type when you first create the client.  You will also be able to change a client to self-pay or confirm that they are self-pay by going to the client’s detail page and Edit Details > Billing and Insurance > Billing Type > Self-Pay

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With the Billing Type set to Self-Pay, all the SimplePractice accounting features for this client will be defaulted to a cash practice.

If you need to create a Superbill for a self-pay client to submit to their insurance company for reimbursement, please follow these steps:

  1. You will first want to add the client's insurance information by going to Edit Details > Billing and Insurance > Insurance Information
  2. Select the +Insurance Info button and fill out as much information in the insurance section as you would like. The information that is not required will show up on the Superbill if filled in.
  3. You can also indicate who the payment should be sent to (you, the client, or the primary insured).  You can select this from the drop-down field labeled For Superbills, send Payments to.

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Note: Don't forget to click save. For more information on creating Superbills, please take a look at this tutorial: Creating Superbills

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