Billing
I’m in private practice without insurance billing. I do need to create a monthly invoice that clients can submit to carriers for out of network reimbursement. I can’t use your billing system. I’d like to be able to create one statement per month by going into the client, clicking on each session conducted and have something similar to a superbill created. I don’t want to create a superbill because then i have to create an invoice for each session; the statement tab lists the generation date for the bill while it shouild list the treatment date. If I create a superbill then I must wait for the client to pay prior to creating the superbill. I don’t want to create a statement and then a superbill. Can you streamline this process. There is a “statement” tab. Can you change the first column to list the treatment date? Also when I tried to send that to the clients they were confused about the invoice piece and didn’t want to pay each invoice separately and they also indicated the statement was not printer friendly. I may have to switch platforms because I can’t bill.
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Comments2
Rhonda Johnson
Sep 23
I also am in need of date of service listed in line with copay/co insurance/deductible owed on Statement. To use a superbill, the invoices have to be marked paid in order to generate so I wouldn’t use that. it is confusing to client’s when recieving a monthly statement to have random dates assigned to each copay/amount owed and I need the statement to show dateof servie.
Ian Singer
Jul 22
With clients who have their credit cards on file, the easiest thing would be for a digital receipt along with a “superbill” that would have the necessary information for clients’ private insurance to be issued automatically following every session. There would need to be an option to note if a session was cancelled beyond the allowed time or missed, as insurance does not reimburse for those sessions.