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All my client's sessions in April applied to deductible, and it seems that to write off the balance, I need to enter insurance payment, which is zero in this case. How does one work around this issue?
All my client's sessions in April applied to deductible, and it seems that to write off the balance, I need to enter insurance payment, which is zero in this case. How does one work around this issue?
Hi Rimma,
I can definitely help you with that. Here's what you'll want to do to mark your client's April sessions as going towards their deductible:
1. Go to the client's Billing page and click Add Insurance Payment.
2. Set the total Amount of the payment to $0.
3. Locate the client's April appointments. Keep the Insurance Paid column $0 but click the circular arrows in the Write-off box to write-off the remaining session fee after the client paid.
4. Save the payment. You will see a red banner at the top - this is not preventing the payment from being saved, only asking you to double-check that you meant to add a $0 payment. Which you did, so you can ignore it and continue working.
To learn more, check out our Help Center guide: How do I bill clients who haven't met their deductible?
Please let me know if there is anything else I can do to help you,
Hi Rimma,
I can definitely help you with that. Here's what you'll want to do to mark your client's April sessions as going towards their deductible:
1. Go to the client's Billing page and click Add Insurance Payment.
2. Set the total Amount of the payment to $0.
3. Locate the client's April appointments. Keep the Insurance Paid column $0 but click the circular arrows in the Write-off box to write-off the remaining session fee after the client paid.
4. Save the payment. You will see a red banner at the top - this is not preventing the payment from being saved, only asking you to double-check that you meant to add a $0 payment. Which you did, so you can ignore it and continue working.
To learn more, check out our Help Center guide: How do I bill clients who haven't met their deductible?
Please let me know if there is anything else I can do to help you,
Is there a plan for Simple Practice to fix this issue? It's a real hassle to have to go in daily to multiple clients and correct for the write off when the payment is applied to a client's deductible.
Is there a plan for Simple Practice to fix this issue? It's a real hassle to have to go in daily to multiple clients and correct for the write off when the payment is applied to a client's deductible.
Hi Melissa, thank you for your feedback. As my colleague Liz mentioned, all you need to do to update a deductible claim is calculate the write-off.
Hi Melissa, thank you for your feedback. As my colleague Liz mentioned, all you need to do to update a deductible claim is calculate the write-off.