About the class

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.

Helpful guides

• Appointment status report
• Navigating client payments
• Getting started with insurance billing 
• Glossary of insurance terms
• Calculating payroll

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Part 1. Appointment status report

The Appointment status report details the financial and documentation status of every appointment in your practice. This report allows you to easily see client billing, insurance billing, and documentation history for a client, including identifying discrepancies so that you can make the corrections you need.

Part 2. Understanding your Analytics dashboard

Analytics provide data and organize information to help you run your business. Your Analytics page has a dashboard and several reports that cover topics such as Income, Appointment reminders, Unpaid insurance appointments, and Income allocation.

Part 3. Tracking insurance claims and payment

A claim can go through several statuses ranging from Accepted and Paid, to Denied or Deductible. See Checking a claim status: The different phases of an insurance claim for an overview of each status.

Part 4. Getting started with billing and payments

The Getting Started with Billing and Payments class is designed to help you successfully start billing clients and accepting payments in SimplePractice. You’ll learn how to add a client payment, view invoice statuses, utilize billing documents, understand a client’s balance, and how to handle unallocated amounts and refunds.

Part 5. Online Payments

Once you've linked your bank account information to your Online Payments account, you can begin processing client payments without needing to worry about using card readers or terminals.