I have a billing company doing my billing right now for my solo practice. I have been using SimplePractice for everything but billing insurance (notes, appt reminders, etc). I'm wondering if anyone has advice on how to make that transition smoother. I am waiting to enroll with Electronic Payment Reports, since the EOBs need to go to the billing folks for now. What I'm mostly confused about is how to make sure what the client owes is correct. For example, when I make the switch, it'll look like the client hasn't paid for any appts. They did pay, but not that is not reflected on SimplePractice, because they paid me through my current billing company. So I've been thinking I should switch all clients to self-pay, then make my charges $0, and then start charging once the switch is finalized. However, I've been using SimplePractice for at least two years and that's a lot of bills to zero out. Any advice is very much appreciated. Thank yoU!
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