Correcting insurance information on client's account for previous sessions

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Ursula Robinson

• July 30, 2019 22:25

Hi 

I notice that I selected self pay for a client when setting her up in the system instead of selecting the  insurance tab. Does anyone know how to  correct this for previous sessions? I have had 3 sessions to date and just caught the error. Please help.

Thanks

Ursula 

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  Gillian

  • July 30, 2019 22:35

  Hi Ursula, I'd be happy to help with this. You can edit previous sessions to be Insurance sessions instead of Self-Pay sessions easily. To do this, visit the client's Billing tab, hover your cursor over the session fee, and click the Edit button that appears. Then, select Self-Pay using the radio buttons, and hit Save. 

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

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  Theresa Sturley

  • November 19, 2020 14:57

  I have a follow up question to the above.  How do I adjust the payments from insurance to reflect their payments in the system for this client?  I want to clear the self-pay balance as the insurance is now paying etc.

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  Gillian

  • November 23, 2020 20:43

  Hi Theresa, I'd be happy to help. To apply insurance payments to a client's sessions, go to Billing > Insurance > Add Payment and enter the payment information. You'll be able to allocate an insurance payment to each session that the client has had in SimplePractice, adjust the client responsibility, and calculate the write-off (the difference between your contracted rate and your full rate) for each session. 

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