Prior Insurance and client balances from previous program

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Colleen Weigand

• March 28, 2021 20:13

We are new to SP and would like to know how do you input prior balances from Insurance and clients from another program?

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• 

  Ayelette

  • June 06, 2021 20:32

  Hi Colleen,

  If a client has a pre-existing balance when you create a profile for them, we recommend creating a product invoice for them for the amount of that balance.

  To learn more, feel free to check out this Help Center guide: Initial Client Balance or Credit.

  If you would like additional guidance related to your account, 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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