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I want simple practice to automatically assume that my clients have paid their bill since I use a different program to collect payment. Instead it shows that my clients have outstanding bills that they don't actually have. How do I do this?

4 comments

  • Avatar
    Phillip Guillory

    Hi Megan,

    I don't know of a way to automate this, but I do know you could go to 'add payment' and then select 'manual credit card' and then type in the amount of the charge each time. It's a bit of extra work, but since SP manages the accounting between clients and insurance, that would help keep each session accounted for from a bookkeeping perspective.

    A quick way otherwise would be to simply add a 'cash' payment in the total amount owed, and that should zero everything out.

    Hope that helps! Also, hopefully the SP folks confirm it, too. :)

    Phil

    Hi Megan,

    I don't know of a way to automate this, but I do know you could go to 'add payment' and then select 'manual credit card' and then type in the amount of the charge each time. It's a bit of extra work, but since SP manages the accounting between clients and insurance, that would help keep each session accounted for from a bookkeeping perspective.

    A quick way otherwise would be to simply add a 'cash' payment in the total amount owed, and that should zero everything out.

    Hope that helps! Also, hopefully the SP folks confirm it, too. :)

    Phil

  • Avatar
    Gillian

    Phillip is exactly correct. You'll want to record the payments in SimplePractice so that the clients don't show a balance. 

    Edited by Gillian

    Phillip is exactly correct. You'll want to record the payments in SimplePractice so that the clients don't show a balance. 

  • Avatar
    RUBEN GARIBALDO

    Most of my clients come from MediCal(Medicaid), and they require me to submit an CMS 1500 via mail. My question is, how can simple practice help me generate the form so that I can just print it and send it whenever I need to submit my billing to them.

    Most of my clients come from MediCal(Medicaid), and they require me to submit an CMS 1500 via mail. My question is, how can simple practice help me generate the form so that I can just print it and send it whenever I need to submit my billing to them.

  • Avatar
    Phillip Guillory

    Hi Ruben, I'd set them up within SimplePractice as having MediCal as their primary insurance, and include the usual details. You'll want to identify MediCal through SimplePractice in the "insurance payers" tab of the settings in order to auto-populate payer information on the claims.

    Once the session is complete, you'd go to the client profile, select billing (to the right of 'overview'), then select the blue button that says "+Create New", and select CMS 1500. This will generate a claim form for any sessions that haven't yet had claims created, and will auto-populate with client details, insurance details, CPT and ICD-10 codes, your practice details (NPI, EIN, address), etc. You can check all the input and make sure they're accurate, and make any updates you might need (I'm an SLP so periodically need additional modifier codes, but your mileage may vary there).

    From there you'll see an option toward the top right to save, submit, download, or delete, and you'll select the option to download it. Then you should be good go to print. I'd hit save, to keep on file, and you'll see in your claims list under Billing --> Insurance --> Claims, that your claim will be 'prepared'.

    There may be a need for a signature once you've printed it, but I'd double check with SimplePractice on that one just to be sure. Hope that helps!

    Phil

    Edited to add: Here's the relevant article from SimplePractice Support for reference: Creating and Printing a CMS 1500 Claim Form.

    Edited by Phillip Guillory

    Hi Ruben, I'd set them up within SimplePractice as having MediCal as their primary insurance, and include the usual details. You'll want to identify MediCal through SimplePractice in the "insurance payers" tab of the settings in order to auto-populate payer information on the claims.

    Once the session is complete, you'd go to the client profile, select billing (to the right of 'overview'), then select the blue button that says "+Create New", and select CMS 1500. This will generate a claim form for any sessions that haven't yet had claims created, and will auto-populate with client details, insurance details, CPT and ICD-10 codes, your practice details (NPI, EIN, address), etc. You can check all the input and make sure they're accurate, and make any updates you might need (I'm an SLP so periodically need additional modifier codes, but your mileage may vary there).

    From there you'll see an option toward the top right to save, submit, download, or delete, and you'll select the option to download it. Then you should be good go to print. I'd hit save, to keep on file, and you'll see in your claims list under Billing --> Insurance --> Claims, that your claim will be 'prepared'.

    There may be a need for a signature once you've printed it, but I'd double check with SimplePractice on that one just to be sure. Hope that helps!

    Phil

    Edited to add: Here's the relevant article from SimplePractice Support for reference: Creating and Printing a CMS 1500 Claim Form.