If provisionally licensed under your supervisor, you can still offer appointments that are covered by your client’s insurance. This is called incident-to-billing and can be done legally so long as you’ve met all requirements.  

Important: We recommend reaching out to the insurance payers that you plan on billing to determine your eligibility for this type of billing and the requirements you must meet.

In this guide, we’ll cover: 

• Understanding incident-to-billing requirements
• Billing box 24j with the supervisee's name and the supervisor's credentials
• Billing box 24j with the supervisor's name and credentials

Note: For more information, see Adding supervisor information to billing documents and notes.

Understanding incident-to-billing requirements

While incident-to-billing requirements vary by payer and state, supervisees are typically allowed to hold appointments without the supervisor in the room as long as the supervisor is facilitating by being present on location during the appointment and by reviewing notes after. 

It's also important that claims submitted for these appointments are formatted correctly. Box 24j, which lists the rendering provider and their NPI, can be adjusted to fit your requirements. Certain regulatory bodies require that this box lists the supervisee’s name with the supervisor’s credentials, while others require that it lists the supervisor’s name and credentials.

Note: It’s your responsibility to make sure that you’re submitting claims in the correct format and that the payer’s requirements are being met. If you’re not sure how incident-to-billing should be handled based on payer and state requirements, please reach out to the payer directly.  

Once you’ve confirmed that you’ve met these requirements and know the format your claims will require, you can update the settings in your SimplePractice account so that the appropriate information will auto-populate. 

Billing box 24j with the supervisee's name and the supervisor's credentials

If you’re a supervisee and would like box 24j to populate with your name and the supervisor’s credentials:  

• Navigate to Settings > Profile > Clinical info
• Next to Clinician details, click Edit
• Enter the supervisor’s NPI and taxonomy code

• Select Pre-Licensed for your Licensure type and choose a supervisor from the dropdown 

• Click Save

Once you’ve saved these settings, claims will populate box 24j with your name and your supervisor’s credentials. 

Note: If you’re the Account Owner or a practice manager, you can update another clinician's information by navigating to Settings > Team > Team members and clicking on their name. For more information, see Adding and managing team members.  

Billing box 24j with the supervisor's name and credentials

If you’re a supervisee and would like box 24j to populate with your supervisor’s name and credentials:  

• Navigate to Settings > Profile > Clinical info
• Next to Clinician details, click Edit
• Leave the NPI number empty and enter the supervisor’s taxonomy code

• Select Pre-Licensed for your Licensure type and choose a supervisor from the dropdown 

• Click Save

Once you’ve saved these settings, claims will populate box 24j with the supervisor’s name and credentials. 

Note: If you’re the Account Owner or a practice manager, you can update another clinician's information by navigating to Settings > Team > Team members and clicking on their name. For more information, see Adding and managing team members.