Billing issue
None

So I've seen a client for the first session, classified them as self-pay, created an invoice, and they paid it with credit card through client portal. I wasn't credentialed with their insurance company but now I am. The insurance company is allowing me to submit charges for the session I had with him and charged him as self-pay. Should I delete the invoice he paid? Will that create a credit for the account, and then be applied to the copay for that session and the second session? How does this work?

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    Ayelette R

    Hi Candace,

    Here's how you can update the billing for a past appointment:

    1. Go to the client's Billing tab > hover over the appointment until the Edit link appears > click Edit.
    2. Update the Type to Insurance and the Client owes amount as appropriate.
    3. Click Save.
    4. Click Uninvoiced in the Billing Overview on the top right to create a fee adjustment invoice which will update the amount the client owes for this session.

    For more information on updating the billing for individual appointments, feel free to check out this Help Center guide: Appointment level billing changes.

    Because the client has already paid you, after you generate the new invoice crediting the client the amount they owe, they will have a credit. You can either refund the amount to the client or leave it as a credit on their account and it will automatically be applied to future invoices.

    Hi Candace,

    Here's how you can update the billing for a past appointment:

    1. Go to the client's Billing tab > hover over the appointment until the Edit link appears > click Edit.
    2. Update the Type to Insurance and the Client owes amount as appropriate.
    3. Click Save.
    4. Click Uninvoiced in the Billing Overview on the top right to create a fee adjustment invoice which will update the amount the client owes for this session.

    For more information on updating the billing for individual appointments, feel free to check out this Help Center guide: Appointment level billing changes.

    Because the client has already paid you, after you generate the new invoice crediting the client the amount they owe, they will have a credit. You can either refund the amount to the client or leave it as a credit on their account and it will automatically be applied to future invoices.