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covid copays

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  • Ayelette

    Hi Maria,

    Here's how you can update the client responsibility on an appointment:

    1. On the client's Billing tab, click Edit to the right of an appointment you'd like to edit.
    2. Update the Client owes amount as appropriate.
    3. Click Save.
    4. Click Uninvoiced in the Billing Overview on the top right to create a fee adjustment invoice which will update the amount the client owes for this session.

    To learn more about updating the billing for past appointments, feel free to check out this Help Center guide: Appointment level billing changes.

    If you would like additional guidance related to your account and your clients' balances, please feel free to reach out to us by clicking the blue question mark icon > Get Help option on the lower right of your SimplePractice account and we'd be glad to work with you.

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