You can set the appropriate status for an appointment to indicate if your client has shown up as planned, cancelled, late cancelled, or no-showed. Each status produces specific actions related to billing. Learn more below:
Show
When creating an appointment in SimplePractice, the appointment status is set to Show unless the status is changed. This status indicates that the client will be at the appointment and will be billed the fee associated with the appointment.
Cancelled
If the client cancels the appointment far enough in advance where they should not be billed, you can set the status to Cancelled. When the status is set to Cancelled, this appointment:
- Won't be treated as a billable event and the client won't be billed for this appointment
- Won't appear on the Billing page for the client
- Won't appear on statements or superbills
Late Cancelled
If the client cancels the appointment outside the window allowed for a regular cancellation, you can change the status to Late Cancelled. This indicates that:
- The client will be billed for this appointment
- The appointment and the appointment fee will be visible on the Billing page and on statements
- The appointment won't be included on a superbill or a claim form since you aren't permitted to bill insurance for appointments that did not occur
Tip: You can also choose to edit the appointment fee for a Late Cancelled appointment if you would like to charge the client a different amount or not charge them at all for the appointment.
To edit the appointment fee:
- Go to the client's Billing page
- Find the appointment in question
- Click Edit next to the current fee amount
- Adjust the amount in the Fee field
- Click Save
No Show
In the event a client does not show up for a scheduled appointment, you can change the appointment status to No Show. This indicates that:
- The client will be billed for the appointment
- The appointment and the appointment fee will be visible on the Billing page on statements
- The appointment will not be included on a superbill or a claim form as you are not permitted to bill insurance for appointments that did not occur
Tip: You can also choose to edit the appointment fee for a No Show appointment if you'd like to charge the client a different amount or not charge them at all for the appointment.
To edit the appointment fee:
- Go to the client's Billing page
- Find the appointment in question
- Click Edit next to the current fee amount
- Adjust the amount in the Fee field
- Click Save
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