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Billing Workflows


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  1. SimplePractice Support
  2. Working with your clients
  3. Self-Pay Billing
  4. Billing Workflows
  • {[{section.name}]}
Billing Workflows

Learn best practices for managing client billing in SimplePractice.

  • Reviewing a client's billing summary
  • Navigating client payments
  • Using the client Billing Overview page
  • Best practices for time-of-session billing
  • Monthly billing best practices
  • Appointment level billing changes
  • Enhanced Client Management for third party billing
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