Managing a client's billing on iPhone/iPad

You can manage some information related to the client's billing and insurance on the SimplePractice for Clinicians mobile app. Below, we'll cover:

• Viewing and editing a client's billing and insurance information on iPhone/iPad
• Adding a superbill or statement on iPhone/iPad
• Adding a client's payment on iPhone/iPad

Note: To view our main guide on the mobile app for iOS, see Getting started with the mobile app for iPhone/iPad.

Viewing and editing a client's billing and insurance information on iPhone/iPad

After navigating to the client’s Overview page, tap Billing and insurance to access the client's billing and insurance information.

In this page, you can view multiple options under the Billing and Insurance sections.

You have the following options under the Billing section.

Under the Insurance section, you can tap Billing type to change the client's default billing type to either Self-Pay or Insurance. To learn more, see Editing a client's information.

If you tap Insurance under this section, you can add some information about the client's insurance payer. To begin, tap + at the top right of the page.

You'll be able to set the insurance type as Primary insurance, Secondary insurance, or Other, and add the front and back of the client's insurance card.

Note: All other insurance information can be added and managed through the web browser.

You can tap the three dots next to existing insurance information for additional options.

You'll have the option to:

• Edit the front and back of the insurance card
• Delete the insurance information

Note: To learn more about setting up your client's insurance information, see Setting up insurance billing for your clients.

Adding a superbill or statement on iPhone/iPad

You can add a superbill or statement for a client in the Statements & Superbills section of the client's Overview page in the app. To access this section: 

1. Navigate to the client's Overview page
2. Select Billing and insurance
3. Choose Statements & Superbills

To add a statement from this section: 

1. Select + at the top of the screen

2. Select Statement
3. Tap the dates to select the start and end date the statement should capture

4. Select Create Statement

To add a superbill from this section:

1. Select + at the top of the screen

2. Select Superbill
3. Tap the dates to select the start and end date the superbill should capture
4. Uncheck any appointment that shouldn't be included in the superbill

Note: To uncheck all appointments, tap Deselect all at the top right of the screen, then check which specific appointments to include.

5. Tap Create Superbill

You can tap any existing superbill or statement to view it. When you view a superbill or statement, you can tap Email at the top right of the screen to email the document to the client. 

To delete an existing superbill or statement, swipe right on the document's title in the Statements & Superbills section and select Delete. 

Adding a client's payment on iPhone/iPad

You can add a payment on the SimplePractice for Clinicians app from the client’s Overview page and from the client's appointment.

From the client’s Overview page

To add a payment through the client’s Overview page:

1. Select Billing and insurance
2. Tap + > Add Payment

3. Check the invoice(s) to cover with the payment
4. If necessary, tap Add partial payment under the invoice and enter the amount

5. Select Continue to payment
6. Tap the payment method (i.e. Cash, Credit card on file) to update the payment method, if necessary
   • If you have an online payments account, you can use Tap to Pay
     • For more information, see Using Tap to Pay for client payments
   • If the client has credit, toggle Client credit on to apply it

7. Review the payment amount next to Confirm payment amount
   • Tap this amount to edit it, if necessary
   • If the payment is greater than the invoiced amount, there’ll be a New credit, which can be used as a credit for future charges

8. Select Confirm payment

From the appointment

To add a payment for the appointment from the calendar:

1. Select the Calendar tab at the bottom of the screen
2. Tap on the appointment
3. Choose Create Invoice and add payment
   • If the appointment already has an invoice, click Add payment

From here, you can follow the steps as you would after clicking Add Payment from the client’s Overview page.