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Managing a client's billing on iPhone/iPad

Nadya
Updated

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

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.

Client Overview page showing the Billing and insurance option in the mobile app

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

Billing and insurance screen showing Billing and Insurance sections in the mobile app

You have the following options under the Billing section.

Option Description
Client balance
  • Tap this to view what invoices are contributing to the client balance
  • You can tap on a specific invoice to view it, with the following options:
    • Email this to the client
    • Make a copy of the invoice
    • Find text within the invoice
Client payments
  • Tap this to view the client's payments
  • You can tap on a client's specific payment to view further details about that payment
All invoices
  • Tap this to view all the client's invoices
  • You can tap on a specific invoice to view it and choose certain options for the invoice
    • See the Client balance row for more information
Credit & debit cards

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.

Insurance section showing the plus (+) button to add insurance in the mobile app

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.

Insurance details showing the three dots menu for additional options in the mobile app

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 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

Add Payment option in the mobile app

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

Invoice selection screen showing Add partial payment under an invoice in the mobile app

  1. Select Continue to payment
  2. Tap the payment method (i.e. Cash, Credit card on file) to update the payment method, if necessary

Review payment screen showing the Client credit toggle in the mobile app

  1. 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

Review payment screen showing New credit when the payment exceeds the invoiced amount

  1. 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

Appointment details screen showing Create Invoice and add payment and Add payment options in the mobile app

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

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