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Insurance reimbursement for self-pay client

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  • Ayelette

    Hi Saul,

    I'm happy to provide some clarification.

     

    Even though I and the clients indicate that they should be reimbursed, some plans send me the reimbursement.

    If you haven't already, feel free to check out this Help Center guide about confirming that your claims are set to send payment to the client: How do I do courtesy billing for my clients? In particular, note the adjustment to the Accept Assignment setting in a client's insurance information so that it says No.

     

    For the self-pay clients, there does not seem to be a way to add an insurance payment.

    When a client's Edit > Billing and Insurance page lists a specific payer in their Insurance Information section, you will be able to add an insurance payment for that client, even if they are set up as Self-Pay, by going to Billing > Insurance > Add Payment. To learn more, feel free to check out this Help Center guide: Adding insurance payments.

    If a client's Edit > Billing and Insurance page does not list any payer in the Insurance Information section, you will not be able to add an insurance payment for that client.

     

    If you would like any 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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