There are two of us operating under our own PLLCs. We are working under a DBA together. Do we need to each have a separate Simple Practice Account or could we do a group account?
Answered

14 comments

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Lucy, if you have two separate Tax ID's, we would recommend two separate SimplePractice accounts. 

    Hi Lucy, if you have two separate Tax ID's, we would recommend two separate SimplePractice accounts. 

  • 0
    Comment actions Permalink
    Avatar
    Kathy R. Floyd

    Gillian, we have a similar setup.  Is SP able to do what our current EHR does which is keep all of us in separate SP accounts but link them together for our admin person to be able to see all schedules and clients at once without switching between clinicians?

    Gillian, we have a similar setup.  Is SP able to do what our current EHR does which is keep all of us in separate SP accounts but link them together for our admin person to be able to see all schedules and clients at once without switching between clinicians?

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Kathy, the SimplePractice for Groups account type shows all clinician and client information together in one Calendar and account. If you bill under separate Tax IDs, we recommend separate SimplePractice accounts so you don't need to manually edit every claim to reflect the accurate Tax ID for the separate clinicians. You can invite your admin to each SimplePractice account for free so he or she can access all of the information in each separate account. 

    Hi Kathy, the SimplePractice for Groups account type shows all clinician and client information together in one Calendar and account. If you bill under separate Tax IDs, we recommend separate SimplePractice accounts so you don't need to manually edit every claim to reflect the accurate Tax ID for the separate clinicians. You can invite your admin to each SimplePractice account for free so he or she can access all of the information in each separate account. 

  • 2
    Comment actions Permalink
    Avatar
    Molly Moore

    Hi Gillian,

       I have a private practice with several different individuals operating under different LLC's. Is it not possible for separate providers to use their own tax id's and have each therapists' payments deposited into their own bank accounts? That is a huge disappointment if not. I was expecting each therapist to be able to generate superbills with their tax id and take payments separately. If this is not a feature, is it one simple practice is working on?

     

    Hi Gillian,

       I have a private practice with several different individuals operating under different LLC's. Is it not possible for separate providers to use their own tax id's and have each therapists' payments deposited into their own bank accounts? That is a huge disappointment if not. I was expecting each therapist to be able to generate superbills with their tax id and take payments separately. If this is not a feature, is it one simple practice is working on?

     

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Molly, currently, it's not possible to have a SimplePractice for Groups account where each provider has a separate Tax ID and a different bank account for Online Payments deposits. However, you can easily accomplish this by having different SimplePractice accounts for each provider. Let me know if this helps with your question.

    Hi Molly, currently, it's not possible to have a SimplePractice for Groups account where each provider has a separate Tax ID and a different bank account for Online Payments deposits. However, you can easily accomplish this by having different SimplePractice accounts for each provider. Let me know if this helps with your question.

  • 2
    Comment actions Permalink
    Avatar
    Kore Nissenson Glied

    This has been my issue too. I'm not sure how simple practice says it can be used for groups if you can't write different superbills with each clinicians information separately. Isn't sending insurance receipts a huge part of the purpose of the software for a group practice? I am super disappointed by this.  is there someone I can talk to about getting my money back for paying for the extra clinician. 

    This has been my issue too. I'm not sure how simple practice says it can be used for groups if you can't write different superbills with each clinicians information separately. Isn't sending insurance receipts a huge part of the purpose of the software for a group practice? I am super disappointed by this.  is there someone I can talk to about getting my money back for paying for the extra clinician. 

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Kore, our team would be happy to help. I've created a request for the Success team on your behalf - please keep an eye on your email for a message from our team soon. 

    Hi Kore, our team would be happy to help. I've created a request for the Success team on your behalf - please keep an eye on your email for a message from our team soon. 

  • 0
    Comment actions Permalink
    Avatar
    Jessica Kyser

    Hi Gillian,

    I am transitioning from using my SSN for billing to an EIN.  This information will be updated with each insurance company, but unfortunately at different dates given each insurance company's protocol.  What is the best way to submit claims during this time of transition as each insurance company will update this information at different times? For a time, I will be submitting some claims under my SSN and will begin submitting others under my EIN.  

    Hi Gillian,

    I am transitioning from using my SSN for billing to an EIN.  This information will be updated with each insurance company, but unfortunately at different dates given each insurance company's protocol.  What is the best way to submit claims during this time of transition as each insurance company will update this information at different times? For a time, I will be submitting some claims under my SSN and will begin submitting others under my EIN.  

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Jessica, I'd be happy to help. The best way to handle this while you wait for insurance payers to get your new EIN on file would be to manually edit your claims by payer before submitting them. Here's a workflow that will help: 

    1. Visit Billing > Insurance and select an insurance payer you work with from the drop-down menu on the Unbilled Appointments page.

    2. Create all of the claims for that insurance payer.

    3. Once the claims are Prepared, open them individually and click Edit to enter your EIN or SSN.

    4. Save the claim and submit it.

    Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help.

    Hi Jessica, I'd be happy to help. The best way to handle this while you wait for insurance payers to get your new EIN on file would be to manually edit your claims by payer before submitting them. Here's a workflow that will help: 

    1. Visit Billing > Insurance and select an insurance payer you work with from the drop-down menu on the Unbilled Appointments page.

    2. Create all of the claims for that insurance payer.

    3. Once the claims are Prepared, open them individually and click Edit to enter your EIN or SSN.

    4. Save the claim and submit it.

    Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help.

  • 0
    Comment actions Permalink
    Avatar
    Trysa Shulman Shy

    If I have therapists working under my TID but I would like their deposits to go into a different checking account, is this possible to set up?

    If I have therapists working under my TID but I would like their deposits to go into a different checking account, is this possible to set up?

  • 0
    Comment actions Permalink
    Avatar
    Trysa Shulman Shy

    https://support.simplepractice.com/hc/en-us/community/posts/360043376932/comments/360007486112

    Also, I hope Simple Practice allows for separate Tax IDs to be used under the same group practice account in the future, otherwise, it should not advertise as an EHR that can handle group practices!

     

    https://support.simplepractice.com/hc/en-us/community/posts/360043376932/comments/360007486112

    Also, I hope Simple Practice allows for separate Tax IDs to be used under the same group practice account in the future, otherwise, it should not advertise as an EHR that can handle group practices!

     

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Trysa, thank you for sharing your thoughts. Currently, SimplePractice customers in group practice cannot split deposits between bank accounts, and must bill under the same Tax ID. We're always collecting feedback on how to make SimplePractice even better - if you'd like to add your ideas to our Ideas board, or vote for similar ideas, please visit our Ideas board at simplepractice.uservoice.com. 

    Hi Trysa, thank you for sharing your thoughts. Currently, SimplePractice customers in group practice cannot split deposits between bank accounts, and must bill under the same Tax ID. We're always collecting feedback on how to make SimplePractice even better - if you'd like to add your ideas to our Ideas board, or vote for similar ideas, please visit our Ideas board at simplepractice.uservoice.com. 

  • 0
    Comment actions Permalink
    Avatar
    Cara Allen

    Hello, I currently have a group account and the other therapist would like to transition her clients into her own SP account.  Can you tell us how to do that? Thank you!

    Hello, I currently have a group account and the other therapist would like to transition her clients into her own SP account.  Can you tell us how to do that? Thank you!

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Cara, I'd be happy to help. I've created a Help request on your behalf for our Success team, who will get back to you to assist shortly. 

    Hi Cara, I'd be happy to help. I've created a Help request on your behalf for our Success team, who will get back to you to assist shortly.