Under the Billing category, you’ll find all account settings related to client and insurance billing, processing payments, and services and products. This guide provides an overview of each section to help you manage your billing configurations.
In this guide, we’ll cover the sections nested under Billing:
Note: For an overview of all SimplePractice account settings, see Navigating your account settings.
Client billing and insurance
The Client billing and insurance section is where you can manage your settings related to billing document automations and insurance payers.
Client billing documents
You can manage your invoice, statement, and superbill automations at Settings > Client billing and insurance > Client billing documents.
For more information about client billing documents, see Setting up your billing and automations.
Insurance billing
At Settings > Client billing and insurance > Insurance billing, you’ll see:
- Automatic status checks
-
Claim and superbill settings
- Edit your Tax ID/SSN
- Add your Organization NPI, if applicable
- Enable Modifiers for claim filing
- Enable Multiple diagnosis codes on claims and superbills
-
Service Facility Location (box 32)
- This will display the office address where the service took place on claims
- Most payers don’t require box 32
- Billing provider info
-
Billing Profiles
- This lets you create different billing profiles for individual clinicians and insurance payers
- Once a billing profile is created, its information will populate to claims instead of the default details under Billing provider info
For more information on setting up insurance billing, see Entering your billing information.
Payers
You can manage your list of insurance payers at Settings > Client billing and insurance > Payers.
In this section, you can:
- Search for insurance payers you want to file claims to
-
Submit enrollments to inform payers that you're planning to:
- Submit electronic claims
- Receive payment reports
Refer to Getting started with insurance billing to learn how to get started with insurance billing.
Payment processing
The Payment processing section includes settings for online payments and AutoPay.
Online payments
To create or edit an online payments account, go to Settings > Payment processing > Online payments.
To learn more about receiving client payments, see Getting started with online payments.
For details on updating an online payments account, see What information can I change after my account has been verified?.
AutoPay
You can manage AutoPay at Settings > Payment processing > AutoPay. From this page, you can enable or disable the feature and enroll clients in AutoPay.
For more information, see Getting started with AutoPay.
Services and products
The Services and products section is where you can manage the types of services and products you offer clients.
Note: For more information, see Creating and using service codes and products.
Services
You can edit, add, and remove service codes at Settings > Services and products > Services.
Products
Products, or non-appointment items you charge to clients, can be managed at Settings > Services and products > Products.
Note: To learn more about the Client Care and Operations settings sections, see Navigating your Client Care settings and Navigating your Operations settings.