Skip to main content

unpaid sessions

Answered
Follow
Betsy Fredrickson, LCSW, LSCSW

How do I get rid of the unpaid sessions that popped up since the new billing dashboard went in on August 1?  I haven't seen these clients in years, with one exception as she is the only active client.  

-1

Comments

6 comments

Date Votes
  • Kathleen Burke

    Within the client's main page, try going to the Billing tab, find the session, edit it to indicate Self-Pay and change the fee to $0.

    0
    Comment actions Permalink
  • Betsy Fredrickson, LCSW, LSCSW

    Now it says there is a 1312.27 credit for insurance and unpaid balance of 1435.95

    0
    Comment actions Permalink
  • Kathleen Burke

    In my initial response, I assumed these were sessions for which you did not receive any payment at all. Based on your description, I'm guessing these are sessions for which you received an insurance payment, but did not receive the client's payment?

    I'm also not really sure what you mean by "unpaid sessions that popped up" and "new billing dashboard". Are you talking about the Billing Overview on the right side of the client page? 

    In any event, I think what you're going to need to do is click "Add Insurance Payment" from the right hand side of the client's main page. Enter $0 in the "Amount" box under Payment Details. Under "All Appointments", select a date range to find the sessions in question. Change the "Client Owes" to $0 and recalculate the Write-Off by pressing the over-under arrows button. I hope that solves your problem.

    0
    Comment actions Permalink
  • Betsy Fredrickson, LCSW, LSCSW

    These are sessions that took place in 2015. I’m not sure how payment got recorded back then as it was in the beginning stages of SP and my use of the software. When SP did the new latest update- all these old outstanding balances popped up that hadn’t been showing prior to the update Aug 1. Only one outstanding balance is recent. Now I’m showing insurance credit and outstanding balance. I would appreciate help getting these balances to zero.

    0
    Comment actions Permalink
  • Betsy Fredrickson, LCSW, LSCSW

    I am referring to the analytics dashboard on the right side where it gives projections for the current month, outstanding balances, insurance payments.

    0
    Comment actions Permalink
  • Kathleen Burke

    Hi Betsy. I think if you follow my instructions above, it will solve your problem. Unfortunately, if may be a tedious process because you will have to do it for each client. Here are the instructions I originally wrote:

    Click "Add Insurance Payment" from the right hand side of the client's main page.

    Enter $0 in the "Amount" box under Payment Details.

    Under "All Appointments", select a date range to find the sessions in question. Change the "Client Owes" to $0 and recalculate the Write-Off by pressing the over-under arrows button.

    I hope that solves your problem.

    0
    Comment actions Permalink

Please sign in to leave a comment.

Didn't find what you were looking for?

New post