Payment Report, Type of Payments
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I have a solo practice and have been unable to find a way to track payments by type. I would like a simple way to see which sessions a client paid with which check number, which sessions were cash, which sessions were paid by which credit card. Is there a way to generate such a report?

It sounds like this may be possible for a group practice, but I don’t see why that information wouldn’t be available for a solo practitioner as well. 

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    Gillian

    Hi Ami, you can export a report that lists all of your transactions by type under Billing > Export Transactions. Please let me know if you have any other questions or would like further help with this. 

    Hi Ami, you can export a report that lists all of your transactions by type under Billing > Export Transactions. Please let me know if you have any other questions or would like further help with this. 

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    Gen Fulton

    Hello, I'm trying to find something similar.  Under Billing > export transactions, I only see date, account, payment type, name and amount.  I need clinician information in one of the columns, and it used to provide clinician information.  How do I get that back?

    Thank you,

    Gen

    Hello, I'm trying to find something similar.  Under Billing > export transactions, I only see date, account, payment type, name and amount.  I need clinician information in one of the columns, and it used to provide clinician information.  How do I get that back?

    Thank you,

    Gen

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    Gillian

    Hi Gen, SimplePractice doesn't currently include a report that lists payments by type and clinician, because one payment may be divided between multiple clinicians. However, you can export payments by type under Billing > Export Transactions. 

    Hi Gen, SimplePractice doesn't currently include a report that lists payments by type and clinician, because one payment may be divided between multiple clinicians. However, you can export payments by type under Billing > Export Transactions. 

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    Sheila Mulvihill

    Is there a way to input for my own records client payments/copays and insurance payments received? I use an outsider biller who is assigned to the biller role. If this is possible is there a way I can share that information with them? I currently have the billing option disabled and the access billing documents is unchecked. I am able to generate the invoices (which I do not want to send to clients but keep for my records only). How can I get this done?

    Is there a way to input for my own records client payments/copays and insurance payments received? I use an outsider biller who is assigned to the biller role. If this is possible is there a way I can share that information with them? I currently have the billing option disabled and the access billing documents is unchecked. I am able to generate the invoices (which I do not want to send to clients but keep for my records only). How can I get this done?

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    Gillian

    Hi Sheila, I'd be happy to help. Your biller with the Biller role has access to practice financial information and reports, and also has the ability to enter client and insurance payments. You can also enter client and insurance payments on your end. 

    Here's how to add a client payment: https://support.simplepractice.com/hc/en-us/articles/207624646-Adding-a-payment

    And here's how to add an insurance payment: https://support.simplepractice.com/hc/en-us/articles/207623066-Adding-an-insurance-payment

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

    Hi Sheila, I'd be happy to help. Your biller with the Biller role has access to practice financial information and reports, and also has the ability to enter client and insurance payments. You can also enter client and insurance payments on your end. 

    Here's how to add a client payment: https://support.simplepractice.com/hc/en-us/articles/207624646-Adding-a-payment

    And here's how to add an insurance payment: https://support.simplepractice.com/hc/en-us/articles/207623066-Adding-an-insurance-payment

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

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    Sheila Mulvihill

    I am newly using the billing side of SP (more for just my record keeping). I notice on some client's it is showing a credit or balance. How can I clear that? I read other posts and it says to generate an invoice for the uninvoiced amounts but the client should have a $0 balance. How can this be done?

    I am newly using the billing side of SP (more for just my record keeping). I notice on some client's it is showing a credit or balance. How can I clear that? I read other posts and it says to generate an invoice for the uninvoiced amounts but the client should have a $0 balance. How can this be done?

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    Sheila Mulvihill

    I am seeing one of two things as I am now discovering the billing side of SP for my records only as I use an outside biller. I either see the client having a high balance with no outstanding “uninvoiced” or I see a credit showing with “uninvoiced”. I typically collect a copay from my insurance clients or payment on my cash pay clients. How can I balance this all out? I am wanting to do this for the current year.

    I am seeing one of two things as I am now discovering the billing side of SP for my records only as I use an outside biller. I either see the client having a high balance with no outstanding “uninvoiced” or I see a credit showing with “uninvoiced”. I typically collect a copay from my insurance clients or payment on my cash pay clients. How can I balance this all out? I am wanting to do this for the current year.

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    Gillian

    Hi Sheila, because this is specific to your account and the clients in it, I'd recommend reaching out to our Success team directly. That way, we can look in your account and make recommendations based on your current workflows. Let me know if you'd like me to create a Help request for our team on your behalf.

    Hi Sheila, because this is specific to your account and the clients in it, I'd recommend reaching out to our Success team directly. That way, we can look in your account and make recommendations based on your current workflows. Let me know if you'd like me to create a Help request for our team on your behalf.

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    Michael Morad-McCoy

    In New Mexico we have a strange situation where self-pay receipts are considered "gross receipts" and so subject to a gross receipts tax. However, insurance payments are not "gross receipts." So it would be extremely helpful for the export transactions report to break out what receipts are self-pay and what are insurance.

    In New Mexico we have a strange situation where self-pay receipts are considered "gross receipts" and so subject to a gross receipts tax. However, insurance payments are not "gross receipts." So it would be extremely helpful for the export transactions report to break out what receipts are self-pay and what are insurance.