Processing HSA Payments

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Wanda Johnson

• April 08, 2021 18:50

Client claims are applied to deductible.  Client has HSA account and claims are paid out of that account.  Should the deductible amount allowed be entered as Client Owes and generate invoice? or Should Client Owes = $0 and the payment entered as Insurance Paid $$?  

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  Ayelette

  • June 06, 2021 22:20

  Hi Wanda,

  For Insurance appointments, the Client owes amount should reflect the full client responsibility, whether that's for a copay or a deductible. The amount in this Client owes field will generate an invoice for the client, charging them that amount so that they can pay you.

  To learn more about deductible billing, feel free to check out this Help Center guide: How do I bill clients who haven't met their deductible?

  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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