"is not included in the list" error when adding new client that will be self-pay

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Debbie G. Ramirez

• February 01, 2023 00:38

Why am I getting this error??

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  Barbara Hernandez

  • February 01, 2023 01:16

  I am getting it too - I have no clue but now I cannot bill the client

   

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  Amy Jo Secker

  • February 01, 2023 01:23

  I am getting this as well. I'm not sure what the problem is. 

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  Carol McCormick, MA, LPC, NCC

  • February 01, 2023 01:59

  I'm getting it too. The client was set up as Self-Pay and billing went fine for the first session. Today I went into the client's Billing and Insurance tab and noticed neither Self-Pay or Insurance was selected. I was able to select Self-Pay but when I tried to save I got the error message. I then selected Insurance for the Billing Type to see if it would work. It did work, but now I can't change it back. In the Billing details, the Type is Self-Pay, so it looks like it will generate the invoice and run the payment accurately tonight. We'll see.

  As a side note, in case it will help SP figure out the problem, I selected Self-Pay when I created the client in the system and then the client entered insurance information even though they are planning to pay out of pocket, and I am going to courtesy bill. 

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  Marisa Adriana Kallman, MA, LMHC, CP

  • February 01, 2023 02:21

  I am getting the same error message, "is not included in the list" in billing section when trying to add a new couple client.

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