How to switch from a solo practice to a group practice for insurance billing?

If you're making the switch from a solo practice to a group practice, you'll need to make sure that your insurance information reflects this change.

You can find the steps you need to take below:

Updating your information in SimplePractice

Make sure to reach out to the payers you bill with directly, to notify them of these changes and have them update their files
To make sure that your group's billing information is populating correctly on your claims:
- Go to My Account > Settings > My Profile > Clinical
  - Enter your Individual NPI
  - Make sure every Clinician in your group enters their NPI number in this field of their settings (this is required of every clinician registered under your group)
    - This is the field that populates Box 24J on claim forms for the rendering provider
- Go to My Account > Settings > Billing and Services
  - Enter your Organization NPI
  - Enter the Group's EIN number in the Tax ID or SS# field
- Go to My Account > Settings > Billing and Services > Insurance
  - Select Organization under Billing Provider Info (Box 33)
    - Make sure your group's billing address has been entered correctly

Once you've made these changes, you can create claims and your group's information will auto-populate in Box 25 and Box 33 of the claim form.

You may also need to resubmit enrollments using your new group information.

If the enrollments are currently in the Submitted or Rejected status, you can go to the enrollments in your SimplePractice account and update the information on them directly. See How do I submit an enrollment to file claims or receive payment reports? to learn more.
If the enrollments are in the Accepted status, our Customer Success Team will need to ask our clearinghouse to temporarily reject those enrollments so you can update your information. If you have some enrollments for which you'd need us to do this, contact us and tell us the payer ID for the enrollment(s) you need to update so we can get this process started for you. To contact us, click here.

Note: See Enrollment FAQs to learn more about updating your enrollments.