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

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RITA DE CASSIA SILVA

• February 17, 2021 02:32

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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  Nikki Stromlund

  • March 01, 2021 14:42

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

   

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  Susan Splitt

  • March 02, 2021 20:35

  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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  RITA DE CASSIA SILVA

  • March 02, 2021 20:41

  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

  • March 02, 2021 23:09

  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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  RITA DE CASSIA SILVA

  • March 05, 2021 00:10

  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

  • March 05, 2021 00:29

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

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  Dawn Swalander

  • May 14, 2021 11:54

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

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  Lisa Barnes

  • July 07, 2021 22:14

  Same problem here  I need to get rid of them too

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  Amanda Spriggs

  • September 02, 2021 18:50

  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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