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How to bill insurance under your supervisor's credentials

If you’re provisionally licensed under your supervisor and you want to offer appointments that can be covered by your client’s insurance, this can be done legally and is called incident-to billing.

Incident-to billing allows supervisees to hold appointments without their supervisor in the room, as long as the supervisor is facilitating by being present on location during the appointment and reviewing their notes after.

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.

Please keep in mind that these requirements will vary by state and by payer and it will be your responsibility to ensure that you are submitting claims in the correct format. Certain regulatory bodies will require that box 24J lists the supervisee's name with the supervisor's credentials, while others will require that the supervisor's name and credentials are listed.

Once you’ve confirmed that you’ve met all requirements to perform incident-to billing, and you know what 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

To make sure that the supervisee's name and the supervisor's credentials populate onto your claims and superbills, the supervisee can start by going to My Account > Settings > Basic Info > Clinical Info. From this page, the supervisee can enter their supervisor's license, NPI number, and taxonomy code. The supervisee can also check the box "I'm pre-licensed under supervision" and use the drop-down menu to indicate who their supervisor is.clinicalinfo.simplepractice.supervisorcredentials.jpg

Tip: If you have your own license number but not your own NPI, we recommend listing your license number and entering your supervisor’s NPI and taxonomy code.

Once you’ve saved these settings, you will see that the supervisee's name will populate with the supervisor’s credentials in the rendering provider box 24J on claims.

Note: If you are the Account Owner, you can update these credentials for another clinician in your practice by going to: My Account > Settings > Team Members, clicking on the name of the appropriate team member and updating their Clinician Information.


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

To make sure that the supervisor's name and credentials populate onto your claims and superbills, you'll want to start by going to My Account > Settings > Basic Info > Clinical Info. From this page, the supervisee will want to check the I'm pre-licenced under supervision box and select their Supervisor from the drop-down menu. Leaving the NPI Number field blank will trigger the system to pull the name and credentials from the supervisor's account settings.

clinicalinfo.simplepractice.supervisorname.jpg

Once you’ve saved these settings, you will see that the supervisor's name and credentials will populate as the rendering provider in box 24J of claims.

Note: If you are the Account Owner, you can update these credentials for another clinician in your practice by going to: My Account > Settings > Team Members, clicking on the name of the appropriate team member and updating their Clinician Information.

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