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New Invoices populating with zero balance for item line




  • Tracy F. Galluppi

    I am having the exact same issue. 

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  • Terri M. Thomsen

    Glad it’s not just me. I’ve spent hours trying to fix this. It is making me wonder if this is the right system to spend my money on ... still hopeful though. So many helpful parts

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  • Tracy F. Galluppi

    Exactly.  I feel as if once I get this straightened out it'll be worth it.


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  • Sarah Manriquez

    I also don't like this about the new invoice. I want it to show how much was charged and if the payment was made and then how much is owed or written off. 

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  • Tracy F. Galluppi

    HEY SIMPLE PRACTICE, WHY ARE YOU NOT ADDRESSING THIS CONCERN WITH US?  I also put in a ticket to have it addressed and no response to that either, super disappointing.

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  • Gillian

    Hi Terri and Tracy, I'd be happy to help with this. Apologies for my delayed response. Tracy, I was unable to find a Help request from you for our team - let me know if you'd like me to create one for you. 

    When you bill a client who is set as Insurance Pay, unless you have entered a copay for that client, the invoices will populate with a zero dollar amount owed because the insurance payer is assumed to be responsible for 100% of the billing. 

    If you know your client's copay, you can enter this by first navigating to the client Overview page. From there click Edit> Billing and Insurance and scroll down to where it says Insurance Information. You will then be able to enter the amount of the client's copay or deductible, making sure to click Save at the bottom of the page when you are finished. 

    The new client owed copay amount will only appear on future scheduled appointments. To go back and adjust these for past appointments, you can follow these steps: 

    • Navigate to the client's Overview page. 
    • Click Billing, next to Overview, to go to the client's Billing page.
    • Hover over the appointment, and click Edit. 
    • Enter the amount in the Client owes box. 
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  • James Hannon

    Thanks for the answer, but wow, is this system non-intuitive.  "Hover over the appointment?" How would anyone know to do that?

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