Importing prior EHR billing

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Lacy Suby

• January 15, 2021 17:45

Does anyone have good advice on how to enter prior EHR billing into SP? Specifically, outstanding balances on claims that have been submitted/paid by insurance already and still have a copay or deductible owed? 

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  Ruth

  • January 20, 2021 21:54

  Hi Lacy, we often suggest adding a Product in Settings > Billing & Services > Products, the creating Product Invoices for your clients so you can bill them for their previous balances. To create a Product Invoice, go to your client's file > Billing tab > New > Invoice > Yes, to continue > Add Line Item. Here's more on accounting or a client's previous balance: https://support.simplepractice.com/hc/en-us/articles/207625066-Initial-Client-Balance-or-Credit

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