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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:

insurancebalance.simplepractice.billingoverview.png

 


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 range daterange.simplepractice.billingoverview.png
  • Click New > Invoicenewinvoice.simplepractice.billingoverview.png
  • Check the box next to each appointment you want included on the invoiceselectappointments.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 > Superbillnewsuperbill.simplepractice.billingoverview.png
  • Check the box next to each appointment you want included on the superbillselectappointments.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 claimselectappointments.simplepractice.createclaim.png
  • Click Create Claim

Changing back to the Classic View

Note: This option is only available for older accounts. If you do not see this option, it’s because you started your SimplePractice account after we implemented improvements to our billing system.

We understand that changes, even positive ones, can pose a bit of a learning curve. This is why we're giving you the ability to switch back to the Classic View whenever you'd like. You can switch back to the Classic View to learn the new features at your own pace, so you can feel confident as you delve into the new billing features.

To switch back to the Classic View:

  • Navigate to your client's Billing Overview
  • Click Switch to Classic View:switchtoclassicview.simplepractice.billingoverview.png

Note: You can switch back to the new billing page at any time by clicking Switch to Updated Billing Page.


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 All Billable Items > Transactionstransactions.simplepractice.billingoverview.png

Here, you'll see a list of all client payments within the given date range.showtransactions.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. Additionally, $0 invoices no longer show up in your downloaded Income Received report.

editissuedate.simplepractice.invoice.png

Still have questions?

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