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Your Add Insurance Payments page has a new look

It includes a new Payments Allocated tab, the ability to add a new payment quickly, an enhanced write off feature that calculates both primary and secondary insurance payments, and more.

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Filter your clients by insurance payer

Practice Owners, Clinicians, Billers, and Schedulers now have an easy way to search for clients by insurance payer. Go to the Clients & Contacts page to check it out.

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Improved text reminders, including confirm or cancel via text message

Text reminders are now easier to customize with simplified language and improved deliverability. And you can opt-in to allow clients to confirm and/or cancel their upcoming appointment via text message.

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New and improved client billing overview page

You now have greater flexibility, transparency, and control over your billing. To make sure you’re comfortable with the Client Billing system’s new and improved functionality, you’ll still have access to the ‘Classic View’ until the end of March 2021.

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Ability to upload insurance cards on the demographic form

The demographic form now includes an intuitive “upload section.” If Insurance is selected in your Client Portal settings, clients can easily upload their insurance cards along with the rest of their demographic information. Clients also have the option to snap a picture of their insurance card and upload it directly from mobile.

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It’s time to meet your new website

Ditch the expensive web developer, avoid the complicated website builder, and upgrade to The Professional Website by SimplePractice. This new feature is free for all customers on the Professional plan until July 2021, then it’s only $15/month.

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