General Insurance Question

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Marissa Barranco

• June 02, 2021 21:08

I am using a biller for my insurance clients.  How do I note that on SP?  I will be charging them for the copays, and my biller takes care of the rest.  I noticed that on some of the clients, the already had a insurance claim on it and I couldn't run the copay from the calendar.  I had to go to the client's page and run it.  Do I need to switch evryone back to self pay that is insurance and then just add their copays that way?  Thanks for the help

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• 

  Ayelette

  • June 07, 2021 00:33
  • Edited

  Hi Marissa,

  You may set a client's default copay for future appointments by going to their profile > clicking Edit > Billing and Insurance > in the Insurance Information section, entering their copay in the Copay/Coinsurance field > clicking Save Client.

  If you would like to update the client responsibility on a past appointment, here's how you can do this:

  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, feel free to check out these Help Center guides:

  • Setting up insurance billing for your clients > Copay/Coinsurance
  • Appointment level billing changes

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

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