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Billing Process Headaches - Lets Collaborate!




  • Kristin Morrow

    I am new to SP but have discovered that I need a way to make a note in the billing section that explains a reduced rate for example: an EAP with a significantly lower contracted rate. Right now I am just making admin notes but, not sure how that will be helpful if you are looking at a billing module. 

    Any feedback would be appreciated. I am new to this and could very easily be missing something obvious


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  • Gillian

    Hi everyone! We love feedback and ideas for how to enhance SimplePractice. You can add your feedback to our Ideas board at 

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  • Georgia Carpenter

    Hi Everyone,

    I haven't been with SP long and am trying their billing process. I haven't yet used SP for billing and have been reading complaints about it. What issues are you all running into? Should I pay SP for billing or just do it myself? Thanks! Georgia

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  • Gillian

    Hi Georgia, I'd be happy to help. Is there anything in particular about your billing process that you'd like assistance with? If you're not sure where to start, I'd definitely recommend attending our Getting Started with Insurance Billing class at

    Also, to clarify, SimplePractice no longer offers a concierge medical billing - however, we're standing by to assist as you do your own billing. Looking forward to helping you get started. 

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  • mitch markowitz

    i had a copay that was in error how do i remove charges from old bills

    my client had money removed even though i have changed their info to no copay

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