Send Invoice To Patient Before Visit
Answered
Hello,
I am new to simple practice and am entering my first "real patient" information. My question is multilayered.
1. How can I send an invoice for an upcoming appointment so that client can pay on portal before the visit? (I'd like to include a due date. Is that possible or would I just add to notes section?)
2. Patient's spouse is the primary insured. I entered his info, but see nowhere to enter the actual client's insurance card info?
Thanks,
Judy
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Hi Judy - I'm happy to answer these questions for you. In the future, the quickest way to get in touch with us is to create a Help Request. To do so 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.
1. You can always generate an invoice prior to the appointment start date, by clicking on the appointment from your Calendar and hitting the "Create Invoice" link. If you'd like your client to get a notification to pay for invoices you generate, you'll want to automate the process of sending them a link to login to the Client Portal everytime you create an invoice for them. This way, they'll be able to login and then pay for the invoice as soon as you create it. Follow these instructions on how to send billing notifications with a link to the Client Portal: Client-specific billing automations
You can create an Invoice Past Due timetable by going to Settings > Billing and Services and setting when you'd like to make invoices past due.
2. When you're adding your client's Insurance Information from their client file > Edit > Billing and Insurance tab, you can indicate who the Primary Insured is and enter their information. Here is a screenshot:
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