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Billing and Insurance tab is missing

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7 comments

  • Gillian

    Hi Jennifer, because this is specific to your account and the client, a member of our Success team will reach out to you privately to assist.

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  • Tina Denison, LCSW

    I'm having the same problem. Can't find the insurance template to send with the intake docs.

    Tina

     

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  • Ayelette

    Hi Tina,

    We'd be happy to help with this. Because this is specific to your account, I’ve created a help request on your behalf so that a member of our Success team can investigate this for you further. They’ll be reaching out to you with more information over email.

    For future reference, the quickest way to get support for account-specific questions is to send us a help request by clicking the blue question mark icon on the lower right of your SimplePractice account > clicking Get Help. For more details, feel free to check out this Help Center guide: Logging in to SimplePractice and submitting help requests.

    Although we're periodically monitoring the Community Forum, this is also a place for customers to exchange ideas and engage with one another on how to best use our platform. Thank you all for acting as resources for each other in the meantime. 

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  • Patrice E. Green

    I am having the same problem.

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  • Gillian

    Hi Patrice, we'd be happy to help. You can find the client's Billing and Insurance information under the Edit button on the client's Overview page. 

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  • Patrice E. Green

    I don't think I made myself clear.  My clients are reporting that they do not see the link to pay by credit card. I applied and was accepted for credit card billing, but my clients cannot access it.

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  • Gillian

    Thanks for clarifying! To allow clients to pay for their appointments through the Portal, go to Edit > Client Portal on the client's Overview page, then ensure that "Access billing documents > Pay a balance with a credit card using Stripe" is checked. Then, clients can go to the Billing tab of their Client Portal to view and pay invoices, and download Superbills and statements. 

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