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How to delete clients and sessions on unbilled appointments/submit claims page?

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Dr. Rita de Cassia Silva, Ph.D., LCSW

Hello there;

It is overwhelming the list of clients and unbilled sessions that appears on that page. My page has clients that are not even active and those that are listed there but I was using another clearinghouse while waiting for final set-up with simple practice. It took a while until I was able to only use the simple practice to bill the insurance companies. 

Is it possible to set this page in the way that I only have active clients Or only have 2021 sessions? The other problem is that the page defaults to include all sessions and clients and unless I remember to clear that, I end up submitting claims which were already submitted by the other clearing house. 

Can you help?

Thanks

 

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Comments

11 comments

Date Votes
  • Nikki Stromlund

    I have this problem as well and am interested in an answer.

     

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  • Susan Splitt

    My office partner and I both have this problem.  Wondering why Simple Practice isn't responding to anyone yet.  I've tried recording payments as received and the claim still shows up, just with a zero amount due.

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  • Dr. Rita de Cassia Silva, Ph.D., LCSW

    I don't think they have an answer. But at least as a courtesy. Let's ask them again?

    I have clients on that unbilled paged who even passed away.

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  • Elizabeth Williams

    Same problem, I will be using a third party biller and these will continue to build as time goes on, confusing everyone involved. I would like a way to be able to delete these out of that list as needed, if possible.

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  • Dr. Rita de Cassia Silva, Ph.D., LCSW

    At least, as a courtesy, Simple Practice should be answering these questions. It is clear that we all have the same complaint.

    So, why no answer ????

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  • stacy covington

    Yes!!  New client pages. How bout answer question from old one

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  • Dawn Swalander

    Did anyone ever figure out 'how to' clear UNBILLED that is PIF?? 

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  • Lisa Barnes

    Same problem here  I need to get rid of them too

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  • Avery Spriggs

    I had the same issue. They addressed how to delete clients in this other thread: https://support.simplepractice.com/hc/en-us/community/posts/360077408011-Delete-a-client

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  • Kimberly Fredericks

    Sadly, the only thing you can do is delete the entire appointment or it will keep repopulating under the claims page.  Because the person is listed as insurance, if you try to not create a claim it won't let you unless you delete the entire appointment.  SP really needs to fix this.  I am transitioning from having had someone billing to doing it myself and it has been a time consuming mess for this reason.

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  • Brittany Tuttle

    I know this isn't exactly everyone's problem, and I'm unsure if people still have this issue. But I was having problems getting people off of the 'unbilled' list even after manually entering the insurance payment. I did not want to create a 'prepared' claim and leave it on that page because I didn't want to accidentally submit it for a second time. (We are using someone else to bill) If you create claims to a 'prepared' status and go in and edit the claim itself to show the amount that the insurance company paid and then save, it will update to show paid instead of 'prepared'. It removes the client from the 'unbilled' list and effectively shows them as 'paid' and not 'prepared'. I hope this helps!

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