SimplePractice Academy

Client Billing and Automation

Introduction What's an Invoice? What's a Statement? What's a Superbill? Automating Invoices Automating Statements & Superbills Recording Client Payments Manually Creating Billing Documents

About this class

Navigate through the video curriculum to learn about SimplePractice’s billing system, including how to automate client-facing documentation like invoices, statements, and superbills.

Register
Introduction What's an Invoice? What's a Statement? What's a Superbill? Automating Invoices Automating Statements & Superbills Recording Client Payments Manually Creating Billing Documents

Getting Started with Client Management

Introduction

Introduction 6:58

 Minors

Minors 6:31

 Managing Clients & Contacts

Managing Clients & Contacts 4:11

 Creating New Couples

Creating New Couples 3:11

 Managing Existing Couples

Managing Existing Couples 6:37

 Third-Party Billing

Third-Party Billing 1:56

Manage and grow your private practice, all in one place.

Free 30-day trial. No contracts. Change anytime. Tax deductible.

Start My Free Trial
No credit card needed
Access all features
HIPAA-compliant