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Tracking finances when I share profits with group

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4 comments

  • Gillian

    Hi Jeffrey, happy to help. There isn't currently a way in SimplePractice to break out certain clients and record partial fees for some, but not all, of your clients. Are you billing your clients through SimplePractice in the group practice?

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  • Jeffrey Taulbee

    Thanks Gillian,

    I don't bill my group practice clients through SP, however I would like to use it to accurately track my income (especially since I am billing my private clients through SP).

    I had been using the "write-off" function to adjust each session to the amount that I actually receive as payment. It's a bit of an inelegant solution because then it appears that clients are only paying half as much as what they actually did, but it does allow me to get an accurate estimate of my income. These clients get superbills from the group practice, however, so they are receiving accurate documentation, I just can't generate that from SP. 

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  • Gillian

    Hi Jeffrey, I was actually going to suggest using the write-off function to do this - essentially, you're writing off the portion of the fee that you're not receiving because it's going to the group practice. It sounds like you're already doing that, and that it's working for you to estimate your income, which is great. Right now, within SimplePractice's current capabilities, that's the best way to track your income when working with two different client lists. 

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  • Jeffrey Taulbee

    Thanks for the advice!

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