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Using the client Billing Overview page

Using the client Billing Overview page

We've created an appointment-focused billing system with a clean and organized client billing page to take away some of the guesswork that can come with client billing. We wanted to make it easy for you to see the status of each appointment and identify what needs your attention at a glance. 

You can learn about the following updates in this guide:


Self-Pay Billing Overview

To minimize clutter and keep things streamlined, Self-Pay clients don’t have an Insurance column in their Billing Overview. Instead, their profiles show the DateDetailsFeeClient Owes, and Write-Off for each appointment:

selfpay.simplepractice.billingoverview.png


Insurance Billing Overview

Insurance clients require more information to be recorded with their bookkeeping, which is why we've included more comprehensive information for Insurance clients. This includes an additional column for the client's Insurance balance:

insurance.simplepractice.billingoverview.png


Viewing specific billing items

On a client’s Billing Overview page, you have the ability to filter the items that you’re seeing by using the dropdown menu.

dropdownmenu.simplepractice.billingoverview.png

Note: You can also click on the dates to adjust the date range. 

Below, you’ll find what populates on the client’s Billing Overview page for each item in the dropdown menu:

Item

 

Billable Items

This shows all billable items for the client, including appointments and products. 

Uninvoiced Appointments

This shows all appointments that have an uninvoiced amount. 

Unpaid Items

This shows all appointments that have an unpaid client amount or unpaid insurance amount. 

Paid Items

This shows all appointments that are fully paid by the client and insurance. 

Transactions

This shows all client payments, insurance payments, refunds, and adjustments. 

View All 

This shows a comprehensive list of all of the above


Selecting appointments for billing documents

You have more power than ever over your client billing, and you're now able to select which appointments you want to include on your invoices, superbills, and claims.

Learn more about adding appointments to the different types of billing documents below.


Invoices

To indicate which appointments you want on an invoice, follow these steps:

  • Navigate to your client's Billing Overview page
  • Select the appropriate date rangedaterange.simplepractice.billingoverview.png
  • Click New > Invoicecreateinvoice.simplepractice.billingoverview.png
  • Check the box next to each appointment you want included on the invoice

selectappointments.simplepractiec.clientoverview.png

  • Click Create Invoice

Superbills

To indicate which appointments you want on a superbill, follow these steps:

  • Navigate to your client's Billing Overview page
  • Select the appropriate date rangedaterange.simplepractice.billingoverview.png
  • Click New > Superbillcreatesuperbill.simplepractice.clientoverview.png
  • Check the box next to each appointment you want included on the superbill
  • selectappointments.simplepractice.createsuperbill.png
  • Click Create Superbill

Claims

To indicate which appointments you want on a claim, follow these steps:

  • Navigate to your client's Billing Overview page
  • Select the appropriate date rangedaterange.simplepractice.billingoverview.png
  • Click New > Claim/CMS1500createclaim.simplepractice.billingoverview.png
  • Check the box next to each appointment you want included on the claim
  • selectappointments.simplepractice.createclaim.png
  • Click Create Claim

FAQs


Where can I find my client payments?

We've added more filters to make it easier to keep track of all your clients' billing information, including client payments. Client payments are no longer included among their list of appointments. Instead, you can find them by following these steps:

  • Navigate to your client's Billing Overview
  • Click Billable Items > Transactionstransactions.simplepractice.billingoverview.png

Here, you'll see a list of all client payments within the given date range.

clientpayments.simplepractice.billingoverview.png


What happens to $0 invoices?

$0 invoices are no longer marked as Paid. You now have he ability to edit the issue date for these invoices.

editissuedate.simplepractice.invoice.png

Still have questions?

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