About this class

This Account Setup class is specifically designed for billers in a group practice. In the series of videos below, we'll cover navigating SimplePractice, helpful classes for detailed information on client billing and insurance billing, analytics and reports available in SimplePractice, and more. 

For a brief review of how to use SimplePractice as a clinician, watch the Get started in 15 minutes video.

In this guide, we’ll cover:

• Video player controls
• Part 1. Navigating the calendar and client profile
• Part 2. Getting started with Billing and Payments class
• Part 3. Billing documents
• Part 4. Insurance billing class
• Part 5. Analytics and reports
• Part 6. Additional recommended classes
• Part 7. Popular features

Video player controls

Hover your mouse over the video to access the following options. 

• To view the video in full screen mode, click , and to exit, click it again or press esc
• To display the chapter list, click  and select a chapter
• To change the speed or quality of the video, click , and choose the option you prefer
• To change the volume, click , and drag the circle up or down
• To enable or disable closed captioning and search the transcript, click 

Part 1. Navigating the calendar and client profile

In part 1, we’ll review the calendar page, advanced filters, and the client profile page.

Part 2. Getting started with Billing and Payments class

In the first video, we’ll do a quick tour of the billing process.

Important: To learn more about the specifics of billing in SimplePractice, review the Getting started with Billing and Payments on-demand class.

Part 3. Billing documents

In part 3, we’ll review the documents used in billing: invoices, statements, and superbills.

You can customize your Billing document settings at Settings > Client billing and insurance > Client billing documents.  Edit your service codes at Settings > Billing > Services and Products > Services.

Part 4. Insurance billing

In the first video, we’ll do a quick tour of the billing process.

Important: To learn more about insurance billing in SimplePractice, review the Insurance Billing with SimplePractice on-demand class.

Part 5. Analytics and reports

Analytics provide data and organize information to help you run your practice. Included in your Analytics is a Dashboard and several Reports that cover topics such as Income, Appointment reminders, Unpaid insurance appointments, and Income allocation.

To learn more, follow this link: Understanding your Analytics dashboard and reports

Part 6. Additional recommended classes

The Accounting Best Practices class focuses specifically on managing the Insurance accounting of your SimplePractice account. You’ll see how to bill and track your Insurance claims and Insurance payments.

The Advanced Insurance Claim Filing with SimplePractice class discusses common claim filing mistakes and how to avoid them, Payment Reports, and ways to correctly resubmit rejected and denied claims. 

Part 7. Popular features

In part 7, we’ll review setting up Online Payments so you can process credit card payments within SimplePractice.

AutoPay is an easy way to bill your clients and collect credit card payments without having to manually do so after each appointment. This automation can be enabled on a practice-wide level and customized at the client level, meaning you can enable AutoPay for specific clients based on their personal preference.

Once a client is enrolled in AutoPay, the default card stored in their file will be charged their full invoiced amount overnight between the hours of 12 AM and 2 AM in your local timezone.

Important: For a walkthrough on setting this up, see Getting started with AutoPay.