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Pro Bono services

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5 comments

  • Elissa Denton

    I use my regular billing code and then just adjust the cost (in the calendar appt or client settings) to 0. There may be a way to "write off" the session, but I don't know how to do that (I found it once and haven't found it since!)

     

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  • Ruth

    Hi Jimena and Elissa, I'm happy to provide some more clarity on how to bill for pro-bono clients. As Elissa mentioned, you can change the service fee for each session to $0, you can also go to your client's file > Edit > Billing and Insurance, scroll down to the Client Default Services section to add a service code and change the fee to $0. Any new appointments you schedule afterwards will have the default service fee of $0 automatically applied. To write-off the cost of the session, go to the client's Billing tab, click on the Appointment, make it Self-Pay and add a Write-Off amount. Writing off the cost of a session needs to be done individually for each appointment and can't be automated. Here's more on Appointment Level Billing Changes.

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  • Jimena L. Picciano

    Thank you Ruth and Elissa, this is clarifying!

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  • Annita Regehr

    I understand how to write off, but I am wondering, my practice policies state my fees. That is a contract. Do I need to construct a different contract for pro bono clients? Am I allowed to have a default practice policy with fees stated AND a policy that pro bono clients can sign that will state the number of sessions I will offer and will adjust as needed etc... It seems wrong to have them sign practice policies that state fees. 

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  • Jimena L. Picciano

    I created a different consent form/practice polices for my pro bono clients, where I just changed the fee section stating that the services are pro bono. 

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