Space for billing notes on session dates

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Jenna Collier

• May 02, 2019 19:37

It would be very helpful to me as a biller to have space with the session dates in which to write notes about insurance details, etc in addition to the administrator note section on the top of each client's billing page.

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  Gillian

  • May 02, 2019 21:09

  Thanks for your post, Jenna. The best place for ideas and suggestions on how to improve SimplePractice is simplepractice.uservoice.com. 

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  Claudette Beahrs

  • November 04, 2019 23:11

  I agree.  Having a way to leave reminders or special instructions about a client on the calendar page would be extremely helpful.

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  Yolanda Winfield

  • November 05, 2019 13:27

  Here is a suggestion of what we do in our practice:

  As the office manager and admin of the Simple Practice account, I have a column on the calendar, and we put the notes in that column next to the time for patient's appointment, we put notes on co pays, or any other special circumstances. It does really help to have them right there for the receptionist to see without having to go into each client account. 

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  Dawn O'Regan

  • December 01, 2019 02:36

  TPC A. How did you create a column on the calendar? This is exactly what my biller wants but I don't know how to set it up. Would you be able to provide instructions to create this? 

   

  Dawn O'Regan

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  Amie Berger, CDCA

  • March 24, 2020 21:48

  What info on how to create this column on calendar ever shared or addressed? Interested in learning how. 

  Amie

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  Gillian

  • March 24, 2020 22:13

  Hi all, it sounds like this SimplePractice customer may be using Other appointments as "sticky notes" for reminders about scheduled sessions. To schedule an Other appointment, click on the Calendar and select Other.

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  Billing Plus AR Team

  • July 17, 2020 14:09

  i'm in agreement with Jenna, as a biller, being able to put a note pertaining to a claim/DOS which we may have had to call on, appeal etc, would be extremely helpful.  One of the biggest complaints from my clients using SP is that they do not know what we've done with a claim, that is old.putting a note on the admin note makes for one big run on note, that no one reads

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  Donna Dundee

  • June 30, 2021 19:38

  So has anyone answered about where to put billing notes?  I am carrying around index cards so I know what claims I have called on.

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  Catherine R. Griffin

  • October 12, 2021 22:21

  Donna, we utilize the admin notes for insurance updates and things like that. 

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