Marking past sessions as billed
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Before I got my insurance enrollments accepted, I had sessions with clients that I billed through my previous billing method.  I've inputted all of the checks/insurance payments for these session, but they are still showing up as unbilled sessions when I go to submit claims.  So each time I want to submit a claim for each client, I have to go back and uncheck all the boxes for the previously billed dates of service.  Is there a way to mark these past sessions as billed already so I can just use the "select all" option accurately going forward, without having to uncheck all the boxes for the dates of service billed through my previous method?

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    Gillian

    Hi Vanessa, I'd be happy to help. To address these, simply create, but do not submit, claims for these sessions. When you add the payments for these dates of service, the claims will be marked Paid, and will stay in your Claims list for easy reference. Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help. 

    Hi Vanessa, I'd be happy to help. To address these, simply create, but do not submit, claims for these sessions. When you add the payments for these dates of service, the claims will be marked Paid, and will stay in your Claims list for easy reference. Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help. 

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    Vanessa Marry

    Thank you I will give that a try

    Thank you I will give that a try

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    Vanessa Marry

    I had already entered the payments for these claims, do I need to delete those payments and re-enter them after creating the claims?

    I had already entered the payments for these claims, do I need to delete those payments and re-enter them after creating the claims?

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    Gillian

    Hi Vanessa, no you do not. To mark the claims as Paid, make sure to calculate the write-off for the payments by editing the payments. You do not need to completely delete the payments and re-enter them.

    Hi Vanessa, no you do not. To mark the claims as Paid, make sure to calculate the write-off for the payments by editing the payments. You do not need to completely delete the payments and re-enter them.

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    Carole Storm

    How to delete dates of service on a prepared claim before submitting 

    How to delete dates of service on a prepared claim before submitting