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General Insurance Question

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  • Ayelette

    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:

    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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