Develop a practice-level setting for fully Out-of-Network practices!

1. Add a setting in Settings > Business Details (or Billing): "This practice is exclusively out-of-network with all insurers" (toggle).

When enabled:

Hide/remove insurance enrollment, payer management, and in-network claim filing workflows (because practices that are not in network don’t need to see any of this and if it is showing, the clients could get very confused, thinking that they should upload their insurance card and details.
Suppress insurance-related UI elements from billing, superbill, and client setup flows.
Display a clear label confirming out-of-network status on the practice profile.
Simplify the overall billing experience for practices that will never file insurance claims.
2. Identified-Patient Designation on Couples Contracts
When onboarding or viewing a couples contract, the client would see a field in the portal that reads, "Identified-Patient for Out of Network insurance filing” with options.:

"Not applicable / no insurance filing"
"[Partner A Name]'s policy"
"[Partner B Name]'s policy"
Clients should be able to set or update this in their portal during initial setup.

3. Superbill Auto-Population
When generating a superbill for a couples session:

Pre-populate the "Patient Name" / "Policyholder" field with the designated identified-patient.
Show a confirmation step: "This superbill will be filed under [Partner Name]. Correct?"
Allow override if needed, but the default is intelligent.
Why This Matters:

Eliminates UI clutter for out-of-network-only practices.
Reduces manual work — providers don't have to hand-edit superbill names for every couples session.
Clarifies for clients which partner should submit the claim, reducing reimbursement delays and confusion.
Scales effortlessly — once set on the contract, it applies to all future superbills for that couple.
Use Case:

A couples therapist, out-of-network with all insurers, creates a couples contract. During portal setup, Partner A indicates they want their name used as the “Identified Patient” on the Superbills, so they can file for reimbursement using their out-of-network benefits. When the provider generates a superbill, Partner A's name automatically appears as the patient. Partner A downloads the superbill and submits it to their carrier.