General Insurance Question
AnsweredI 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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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:
- On the client's Billing tab, click Edit to the right of an appointment you'd like to edit.
- Update the Client owes amount as appropriate.
- Click Save.
- 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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