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.