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Allocating insurance interest payment




  • Yolanda Winfield

    I hope there will be a way to post interest, as well. So far I have not seen any way to do this. 

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  • Ruth

    Hi Saul and Yolanda - You'll want to bill insurance payer's your private pay rate, they should then pay you according to the contracted rate you set with them and write-off the rest. If you've set your rates correctly, to be over your contracted rates, then the interest can come out of the write-off amount. You can add a new insurance payment, or edit an insurance payment to allocate the interest rate for each applicable session. Here are two guides that go into a bit more detail about Adding or Editting Insurance Payments and How to Resolve Unallocated Insurance Payments

    Saul - For this particular case, it may be best to get help from our Insurance Group directly, so they can make specific recommendations for your situation. I'd recommend getting in touch with them by submitting a Help Request. To do this from your account, click on the "?" icon to the bottom right > Get Help > Ask Question > Email. You can also click here to submit a Help Request: SimplePractice Help Request Form.

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