Hourly billing?
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We are new to Simple Practice and my question is related to our self-pay clients. We bill by the hour for those sessions. Typically they are only 1-hour sessions but occasionally people go over resulting in an additional 15 minutes or $25 charge. We have custom codes set up for those sessions, but will changing the appointment length on the calendar result in a change to the client invoice? If not, is there any automation for doing so or is it something that we will have to update manually? I'm also concerned if we squeeze a client in for 30 minutes if their invoice will generate as $50 charge or the full fee?

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    Alex P.

    Hi Kristen,

     

    By default, the act of simply changing the duration of a client appointment won't have an affect on the rate for that particular appointment. To change the rate that a client is charged for an appointment, you would need to manually make a change to the Rate field for that appointment, either from the Calendar homepage or from the client's Billing page.

     

    However, if you'd like to bill your clients based on the amount of time that you spend with them in each appointment, you can enable unit billing in your account so that you can bill units for services that you offer to your clients. That way, you could set a rate for a unit of a particular duration, then charge the client according to how many units each appointment includes. Please note that you would still need to make adjustments to the client's appointment duration on the calendar if you wanted to reflect a change in the duration of the client appointment.

     

    To enable unit billing in your account, navigate to My Account > Settings > Billing and Services > Settings and turn the Unit billing toggle to Enabled. You can then navigate to My Account > Settings > Billing and Services > Services to edit your services accordingly and mark the service(s) in question as billable in units.

     

    You can find a walkthrough guide on understanding Unit Billing and using Multiple CPT Codes in SimplePractice here.

    Hi Kristen,

     

    By default, the act of simply changing the duration of a client appointment won't have an affect on the rate for that particular appointment. To change the rate that a client is charged for an appointment, you would need to manually make a change to the Rate field for that appointment, either from the Calendar homepage or from the client's Billing page.

     

    However, if you'd like to bill your clients based on the amount of time that you spend with them in each appointment, you can enable unit billing in your account so that you can bill units for services that you offer to your clients. That way, you could set a rate for a unit of a particular duration, then charge the client according to how many units each appointment includes. Please note that you would still need to make adjustments to the client's appointment duration on the calendar if you wanted to reflect a change in the duration of the client appointment.

     

    To enable unit billing in your account, navigate to My Account > Settings > Billing and Services > Settings and turn the Unit billing toggle to Enabled. You can then navigate to My Account > Settings > Billing and Services > Services to edit your services accordingly and mark the service(s) in question as billable in units.

     

    You can find a walkthrough guide on understanding Unit Billing and using Multiple CPT Codes in SimplePractice here.

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    Delores Sullivan

    When clients get link for setting up intake info, notice of privacy etc, where do they see fee for service and entering credit card etc? I cant seem to view this. Is it automatic if enabled?

     

    Thanks

    When clients get link for setting up intake info, notice of privacy etc, where do they see fee for service and entering credit card etc? I cant seem to view this. Is it automatic if enabled?

     

    Thanks

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    Ayelette R

    Hi Delores,

    I see my colleague Rusty was able to help you with your questions.

    For everyone's reference, our Credit Card Information form can be found under Settings > Client Portal > Shared Documents and Files. To enable the form to be shared with clients, check out this Help Center guide to setting up Online Payments: Getting Started with Online Payments.

    There is not an automated place for clients to see your service rates. However, you can customize your intake forms to include your rates.

    Hi Delores,

    I see my colleague Rusty was able to help you with your questions.

    For everyone's reference, our Credit Card Information form can be found under Settings > Client Portal > Shared Documents and Files. To enable the form to be shared with clients, check out this Help Center guide to setting up Online Payments: Getting Started with Online Payments.

    There is not an automated place for clients to see your service rates. However, you can customize your intake forms to include your rates.