Billing your clients is essential to getting paid for each appointment. This guide outlines the client billing process, from setting your rates to keeping track of your invoices.

Entering your billing information Before entering your billing information in your account, verify what information insurance payers have on file for you and that the information is still up-to-date.

When you navigate to the Billing page from the left navigation menu, you’ll see the Recent activity tab by default. This tab displays all transactions from the last 30 days, including all sessions, invoices, …

Manage and grow your private practice, all in one place

Managed billing is an insurance billing solution integrated with SimplePractice. Managed billing handles your in-network insurance billing and manages rejections, denials, appeals, and resubmissions on …

Private practice insurance billing & claim filing is simple & secure with easy enrollments, automated claims, status tracking, & integrated ERAs.

This class will walk you through setting up your account for insurance billing, filing enrollments, creating and submitting claims, and recording insurance payments.

Control your schedule, manage client care 24/7, streamline billing, &more with the #1 practice management software. Start a free trial today.

You’ll learn how to add a client payment, view invoice statuses, utilize billing documents, understand a client’s balance, and how to handle unallocated amounts and refunds.

Our Client Portal includes HIPAA-compliant credit card processing, allowing clients to securely store payment information and pay for sessions through our medical billing software.