add insurance company to appointment pop-up

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Brian Wolff, LCSW

• January 12, 2021 21:04

Can we add the client's insurance company to the appointment pop-up so that we can easily determine which modifier we may need for billing?

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  Ruth

  • January 16, 2021 02:30

  Hi Brian, thanks for the suggestion! You can add it to our Ideas and Suggestions Board so our Product Team can consider adding this as a future enhancement. Another way you could add modifiers is by going to the client's file > Edit > Billing and Insurance, scroll down to the Default Service Code section adding modifiers according to the insurance the client has. This way, you can just scroll up to the Insurance Information page to know which modifiers you'd need to enter below. All appointments you schedule in the future for this client, with this service code, will include the modifier automatically. Here's more on the different ways you can add modifiers to services rendered: https://support.simplepractice.com/hc/en-us/articles/115001617643-How-do-I-add-modifiers-to-my-claims-

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