![]() You can see the write-off amounts by generating an Appointment Status Report. Go to your client's Billing page, click on the relevant Appointment, make sure it's marked Self-Pay and enter a write-off amount. The blue links under the sessions indicate previous insurance payment, as shown here:ġ. If an Insurance payment already exists for the session, then you can just add the write-off amount and adjust how much the client owes. Add the total amount of the insurance payment at the top of this page under Amount.ģ. You can add in how much the client should owe, how much the insurance paid for the session, then use the circular arrows to calculate the write-off. Sort by the client's name, date of service range, and Insurance Payer.Ģ. Go to your Billing tab > Insurance > Add Payment. If the session was Self-Pay, you'll enter the write-off amount from the client's Billing page. If that session was an Insurance Pay, then you'll add the write-off when you add an Insurance Payment. You can add a write-off for a session you had with a client. If you have questions, please reach out to us and we'll be happy to help. If you're curious, here's more information about how a customer idea can become a SimplePractice feature: Customer feedback: How a customer idea can become a feature in SimplePractice.Īdditionally, if you'd like to keep track of our current plans and priorities, you can see them on our regularly updated SimplePractice Product Roadmap. This board is one of our most important resources for understanding which features will have the most value for our community. Posting on our Ideas and Suggestions board means that members of our Product Team, as well as all members of our Community, have transparent access to review and vote on your suggestion. Our team loves feedback and ideas for ways to advance the platform, and we encourage you to add it to our Ideas and Suggestions board. If the session has the "Self-Pay" Billing Type, then adjust the "Write-off" amount to the full session fee.Īt the same time, thanks for reaching out with the suggestion to add a "Write Off" option under the Payments section. If the session has the "Insurance" Billing Type, then adjust the "Client Owes" field to $0. Hover your mouse over the session and click the Edit button when it appears.ĥ. ![]() Click on the range of dates and adjust the time frame to include all of the sessions which you'd like to write-off.Ĥ. Click the "Billing" tab next to the "Overview" tab.ģ. Search for and select the client in your search bar.Ģ. You can follow these steps to write-off your client's sessions:ġ. Instead, you'll want to follow the steps which you've correctly noted - you'll want to navigate to your client's billing page and edit each session so that your client's sessions are written off. Currently, it's not possible to write off a lump sum in a client's billing page. I understand that you're wondering whether it's possible to write-off a lump sum which a client isn't able to pay off.
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