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Insuance payments

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3 comments

  • Gillian

    Hi Dave, I'd be happy to help. You can find client insurance information and details under Edit > Billing and Insurance on the client's Overview page. Regarding your Telehealth sessions, are you entering your name prior to joining the session? Telehealth by SimplePractice will not allow you to enter a call without first entering your name. Let me know if that helps and if you have any additional questions I can assist with. 

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  • Dave Silvers

    I have not seen this before.  Where would I find it?

     

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  • Ruth

    Hi Dave, when you click the Join Video Session from the appointment in your Calendar, a screen will show up with a form field to enter your name right above the Join Video Call button. Here's a screenshot: 

    For more on starting a Telehealth session, check out this guide: https://support.simplepractice.com/hc/en-us/articles/360001196372-Getting-started-with-Telehealth#startingat

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