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new to billing but not new to SP

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  • Sara

    Hi Crystal,

    If you are manually adding in insurance payments, the invoices you have created for appointments should then be marked as paid via the added insurance payments. Once the invoice is marked as paid then there will be no need to create a claim for those appointments. Additionally, claims are not automatically created when there is an appointment to bill for. Claims are only created when you manually create then, therefore, you will only need to create and submit a claim for the appointments that you would like to start billing for through SimplePractice.

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