Coordinating reports/billing with Headway
I'm starting to use Headway for some of my insurance clients and will eventually have almost all of my insurance clients through them. I'm trying to figure out the best way to keep track of the billing between that and Simple Practice. Anyone else done this or have recommendations?
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I asked the support desk and the said to list it as paid by the insurance company - I just have to enter it manually. I have been listing it so far with the insurance company name and then putting the memo as Headway payment x date. I might switch to making Headway listed as a secondary insurance company for all those clients though and see if I can do it that way if I ever have more than one insurance through Headway.
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I utilize another platform that has credentialed me with diff insurances in Virginia and i also bill some of my insurance clients in SP through them (with their consent -- they created an account with the other platform for this purpose alone). I was told to "Add Insurance Payment" once I receive it from the other company: entering the date I received payment, "Other" as payment method, the amount to be allocated, and then enter the amount with the date of the session; SP calculates the "Write-Off".
The client's insurance info has to be in SP for this to work (tracking of insurance payments). I have been doing this -- but my only concern is if this will double the income I have to report for taxes since it's on my SP reports as well as my reports with the other platform.
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Hey all, someone has put this idea in as a suggested feature here Everyone should go and vote for it!!! I have the same struggle.
We should also be pestering Headway with this request to partner with Simple Practice for billing.
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I'm confused: why would you use Headway to process your insurance if you can do it through SimplePractice? Headway keeps the co-pay, whereas with SimplePractice (from what I understand) you get to keep it. I am just starting to accept insurance, so trying to figure all this out - which is very confusing.
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@Neta Weber, if you are already credentialed with insurance and you have that set up inside simple practice then this won't matter to you and you can just bill directly. Headway is for those of us who are not billing directly and have credentialed through a billing company so that we don't have to mess with billing at all. However having chosen this route does come with its own complications tracking which payments have been submitted through an outside billing company which is why we want an ability to Mark if something has been submitted to an outside billing company rather than being submitted in simple practice.
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@Jay Bach, couldn't you keep the credentialing you got through Headway and start using it to bill through SimplePractice? I am looking into this option because Headway customer service was unresponsive to my client's questions for two weeks and we both got really frustrated with it, since my client was not able to start therapy before getting his questions answered. Also I have been setting the fee for clients I bill through Headway to zero, so that I don't have double-income reported when only getting paid once.
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Headway has provided good reimbursement rates that they have negotiated with the insurance panels. I would never have gotten these rates on my own. And they have taken care of all the small headaches in dealing with insurance panels, particularly with Aetna. I have spent the last 6 months trying to update my information with Aetna and just gave up. I am just glad I can take my Aetna clients through Headway. This has been a tremendous relief for me.
Florida Blue has been the only insurance which has proven to be the most challenging and frustrating for me. I have been trying to update my information since Nov 7th of 2021 with them on my own. Today is March 16th 2022 and I have not been able to process my claims with Florida Blue/BCBS. I know I am INN with them but I need one small piece of information which I haven't received yet. I have emailed a number of people asking a number of questions. Most frustrating experience ever. If and when Headway gets credentialed with them, my clients and I both will benefit from a rather seamless and less frustrating process. Collective bargaining appears to be working. So I hope that the rates with Florida Blue will improve because currently they are the lowest.
I enter the payments in Simple Practice as cash when I get paid by Headway. And at the end of the year, I deduct the 1099 from Headway from my Simple Practice annual report. After many different methods and errors, this is the system that works best for me right now. I am hoping that Simple Practice will consider adding an additional method of payment from Headway.
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I found this video tutorial on how to track Headway payments in SImple Practice ot be very helpful:
https://www.youtube.com/watch?v=O1PGTwDD3sE Thank you for creating this for us, Kym!!!
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