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5 comments

Date Votes
  • Rimma Gofman

    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?

     

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  • Liz B.

    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,

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  • Melissa Pauer

    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.

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  • Gillian

    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.

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  • Lynn Hunsicker

    I have a similar issue, however - there is no write off.

    We are in-network... the insurance allowed the full amount, and the full amount went to deductible... with no write off.  

    How can I get this to reflect it on the patients account, since there is no payment, and no write off... but, the claim has been handled.

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