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Switching from billing company to SimplePractice

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Lindsey Suchy

Hello!

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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4 comments

Date Votes
  • Sara

    Hi Lindsey,

    I have gone ahead and created a Help Request on your behalf so that someone from our Customer Success team can follow up with you and offer some advice for how to handle this transition.

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  • Amber Schmidt

    Hello, 

    I am in a similiar situation. I was only with another ehr for 7 months so do not mind doing it this way, but if there is an easier way, that is great. Also, I am not sure if it is just me, but Simple Practice billing is an absolute relief in comparison to my previous ehr and I had a medical biller. I may bring someone on but right now want to learn myself. I have not been paid yet so waiting to make I did not miss anything and it is as easy as it seems!

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  • Amber Schmidt

    Hello, 

    I am in a similiar situation. I was only with another ehr for 7 months so do not mind doing it this way, but if there is an easier way, that is great. Also, I am not sure if it is just me, but Simple Practice billing is an absolute relief in comparison to my previous ehr and I had a medical biller. I may bring someone on but right now want to learn myself. I have not been paid yet so waiting to make I did not miss anything and it is as easy as it seems!

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  • Sara

    Hi Amber,

    I recommend creating a Help Request to get in touch with our Customer Success Team and receive assistance with any issues that you are having. Click on the ? icon in your account > Ask Questions > No > Contact Support > Send an Email Request.

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