Payment Report, Type of Payments
Answered
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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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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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-paymentAnd 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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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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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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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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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.
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I am also in New Mexico and need to run reports to identify which clients/payments are paid through Medicaid and which as paid through private insurance. So it would be extremely helpful for the export transactions report to break out what receipts are medicaid and which are commercial insurance. This is not differentiated through their insurance payor because some insurance pays both commercial and medicaid. Is there a way to run a report to sort those out, even if I am able to add the information somewhere?
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