Whether or not a specific session (charge) is billed to insurance or client is actually indicated on the add / edit session form (not the client form). That is, whether or not you have insurance cards entered for the client or whether or not you indicated a client is self pay, you have fine control over each session (charge) as to whether or not you want to bill it to insurance or bill it to the client. On the add session form, you indicate whether or not to bill it to the client or insurance using the Initially Bill To select box. For video instructions on this, please see: Initially Bill to.
The add / edit client form, does have a Self Pay checkbox associated with it. You can use the self pay checkbox to indicate that you will not be billing insurance for this patient.
So what does the Self Pay checkbox do then?
The self pay checkbox is simply a default action for the add session form. On the add session form, when you enter the client, Therabill goes back to the server looking for various information about the patient that you just entered on the add session form. One of the things it looks for is if you had marked self pay. If you marked self pay for this patient, then Therabill will automatically flip the Initially Bill To drop down menu on the add session form to Client.
What does the Self Pay checkbox not do?
The self pay checkbox is really just a default indicator for the add session form. If you check self pay for a client, this does NOT mean that every single session that you have ever entered will be closed / patient due. If you added a session at any time (either prior to marking the client as self pay or after marking the client as self pay) and chose the Initially Bill To as "insurance", then that session will be open (open to insurance, as opposed to closed / patient due).
What if I am billing insurance as a courtesy to the patient?
Many members are collecting money from the patient (as if they are self-pay) but still billing the initial insurance claim to insurance as a courtesy to the patient. If this is the case, then you should not mark the patient as self pay. If you do mark the patient as self pay, then when adding a session, you will need to remember to change the initially bill to to 'insurance'. Otherwise, it will be pre-selected to 'client' and that session (charge) will not go in to the bill insurance area.
NOTE: If you are collecting payment from the patient and you are performing the initial insurance claim submission, then you will want to indicate that you do not accept assignment for that patient.