Whether you're resolving a billing question or submitting documentation for reimbursement, you can access billing statements directly from your client portal. This article outlines how to create a statement at any time.
Key Points
Statement generation is not available for sessions held before January 1, 2025. Please contact the Support Team to request earlier statements.
You can generate a billing statement from your client portal at any time.
Sessions that have not yet been processed by insurance will not appear on your billing statement.
Each statement includes detailed billing information suitable for HSA/FSA or insurance reimbursement.
Statements can be printed or exported as PDFs.
When you might need a billing statement
Billing statements can be useful in several scenarios. You might need one if:
You're requesting insurance reimbursement. Some insurance providers require a detailed statement that includes session dates, provider information, and billing codes.
You're submitting an HSA or FSA claim. Statements can serve as valid documentation for health spending account expenses.
You're resolving a billing question. Having a copy on hand can make it easier to understand your balance or clarify a charge with support.
Create a statement from your client portal
You can create a statement from your client portal dashboard in one of two ways.
1) Generate a statement from the payment history view
Select Account in the left-side navigation menu.
Click the Billing tab.
Select Create statement.
Your appointment history will appear.
Use the checkboxes to select the dates you want to include. Click Create to generate a billing statement.
⚠️ Please note: Billing statements for sessions that took place before January 2025 may not be available for download in your portal. If you need documentation from an earlier date, contact the Support Team. They can generate and send a statement for you.
2) Generate a statement from an individual charge
Click Account.
Select the Billing tab.
Click the individual charge you want to view.
This will open the individual charge details. From here, click Create statement.
The session you were viewing is automatically included in the statement. To add more, select additional sessions from the list, then click Create to generate your statement.
⚠️ Please note: You cannot add sessions with a "pending" payment status. Statements can only include sessions that have been processed by insurance or paid out-of-pocket.
Options to print or save your billing statement
Once you click Create, your browser's print dialogue will appear. From here, you can print the billing statement or save it as a PDF. Steps to save the statement as a PDF may vary depending on your device or operating system.
Frequently Asked Questions (FAQs)
Can I create a statement for a specific date range or session? Yes. Use the checkboxes on the appointment history page to select the sessions you want to include in your statement.
Why can't I find sessions from before 2025 in my appointment history? Statements for sessions before 2025 may not be available for immediate download in your portal. If you need documentation from an earlier date, contact the Billing Support Team. They can generate and send a statement that includes those sessions.
What information is included on the billing statement? Billing statements typically include the date of service, provider's name, insurance company, CPT codes, session fees, payment dates and amounts, and any outstanding balances. This format is usually suitable for insurance reimbursement or HSA/FSA claims.
Why doesn’t my charge show the type (e.g., copay, deductible, coinsurance)? In some cases, we’re unable to accurately determine the breakdown of the cost for your session, or your session had multiple cost scenarios. For clarification, contact your insurance company directly.
What should I do if the statement is missing information? If your statement appears incomplete, contact the Support Team for assistance.