HSA
Answered
When setting up account to accept HSA, do we select self-pay or insurance?
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Hi Zahara,
If your client will be paying you directly, and you will not be billing insurance, we recommend setting up the client as Self-Pay, regardless of which type of credit card they will be using. You can update a client's billing type on their profile by clicking Edit > Billing and Insurance.
For future reference, although we're periodically monitoring the Community Forum, this is also a place for customers to exchange ideas and engage with one another on how to best use our platform, and we appreciate you acting as resources for one other. The quickest way to get support for account-specific questions is to send us a help request by clicking the blue question mark > Get Help option on the lower right of your SimplePractice account. For more details, feel free to check out this Help Center guide: Logging in to SimplePractice and submitting help requests. You can also reach us on our Live Chat feature, offered Monday - Friday, 6am - 7pm PT with a few exceptions for company meetings (you can view the full Live Chat details here).
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