How do I adjust an invoice for a partial payment
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I do assessment, and so sometimes have patients who cannot pay the evaluation in full at once. I end up putting them on payment schedules. How do I adjust the invoice of the full payment to just send them the agreed upon amount? I don't want to take out the codes or adjust the fees for each code in case they want to submit to their insurance. SP doesn't allow the patient to do partial payment using their credit card (WHY????) so I have to adjust it on my end. What do I do? Do I have to use a different billing system in this case?
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Hi Allisen, currently there's no way for your clients to make partial payments on an invoice online through their Client Portal. However, you can apply partial payment to an invoice on your end once your client has entered their credit card information in the system, via the Credit Card Information form, or from having made a previous payment through the Client Portal. We're currently working on our billing system and are collecting feedback here, on how to Allow clients to make partial payments through the Client Portal. Please comment and vote on this feature request so we can take your insight into account.
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With my practice, some CPT codes are statutorily denied by Medicare, so that part of the bill is patient responsibility and does not get sent to Medicare. The remainder of my testing is covered by Medicare, and needs to be submitted to them, per Medicare guidelines. I absolutely vote yes on splitting payments.
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Thank you. I see how I an apply a payment for my client on my end. However, I don't see how to provide evidence to the client of the payment made. The invoice does not add the credit and keeps telling them that they owe the full amount. Is there a way I can provide an updated paid vs owed amount?
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I have a similar issue...why can't invoices show when partial payments have been made? If I have a patient who had a $400 balance and paid me half, when I reissue the invoice (delete/recreate it), it still shows a balance owed of $400. This is stupid frustrating! The above "solution" from SP that says " However, you can apply partial payment to an invoice on your end" doesn't actually seem true. How? How can you apply partial payment to an invoice that will then APPEAR on the next invoice you issue? I can't generate an invoice that shows what my client actually owes if they have paid part of the bill and owe the rest.
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I feel like these forums to voice our concerns and wishes for improvements might pacify providers temporarily but if they don't make the recommended and critical changes in a timely manner what's the point of such forums. It seems it would be such a Simple Fix to record partial payments. For psychotherapists, this is essential.
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For what it's worth, I eventually figured out how to deal with this. Basically, every payment continually rolls back to the overall outstanding balance, paying the oldest outstanding sessions first. It got gummed up every time I would try to "fix" it by adjusting payments. Where it becomes problematic is with Superbills. Ultimately, I had to take a hard stance on immediate payment after sessions, or autopay. It has been working well since implementing the plan. That said, when a client can't or won't pay the full amount, I explain to them their Superbill will not reflect a paid session until it is, in fact, paid.
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I feel like these forums to voice our concerns and wishes for improvements might pacify providers temporarily but if they don't make the recommended and critical changes in a timely manner what's the point of such forums. It seems it would be such a Simple Fix to record partial payments. For psychotherapists, this is essential.
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Simple Practice took away our ability to split costs between two cards. And if you have been with SP awhile, you know that they don't seem to care about the difficulties we face using their system. Like, if you see multiple people in a family, you can't use the same phone number or email address. They have been asked about this and they don't change it. It just feels like they don't care about our difficulties.
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