SimplePractice provides 5 reports related to insurance billing. Understanding what information is included in each report will allow you to leverage the insurance data present in your account, to improve the experience of claim filing and receiving reimbursement from insurance payers. Each report can be downloaded as a CSV or Excel file, allowing you to easily review or print as needed.
Note: For information on the Analytics dashboard and other reports, see Understanding your Analytics dashboard and reports.
In this guide, we’ll cover the following reports:
Note: A “--” symbol in a report means there’s no information to report.
Unpaid insurance appointments
The Unpaid insurance appointments report shows a list of unpaid insurance appointments for each client, listed by date. Insurance payments must be saved correctly and the claim must be marked as Paid for an appointment to be excluded from this report.
To navigate to an appointment, click the appointment Date.
If an appointment is attached to a claim in your account, you can click the Clearinghouse Reference or Payer Claim number to navigate to the claim. If an insurance payment has been added for an appointment, you can click the amount in the Ins. Paid column to navigate to the payment.
Outstanding claims
The Outstanding claims report is an aging report which shows money owed from insurance companies, sorted by insurance provider. The statuses on this report include:
| Status | Description |
| Unbilled | The sum of insurance appointment fees that haven’t been included on a claim |
| Total Charges | The total appointment fees on all paid and unpaid insurance claims |
| Due 30 Days | The sum of all unpaid claims for appointments that were created more than 30 days ago |
| Due 60 Days | The sum of all unpaid claims for appointments that were created more than 60 days ago |
|
Balance Due |
The Total Charges for all unpaid insurance claims minus client copay amounts |
You can review unbilled appointments for a payer by navigating to Settings > Unbilled appointments. For an overview of this page, see Creating batch claims.
To review unpaid insurance claims for a payer, navigate to Insurance > Claims and filter by date and payer.
Note: For more information on claim statuses, see Checking a claim status: The different phases of an insurance claim.
Filed claims
Filed claims shows a list of all insurance claims that have been filed electronically through SimplePractice for a selected date range.
To navigate to a claim, you can click the Clearinghouse Reference number directly.
Payment Reports
Payment Reports shows a list of all Payment Reports (electronic EOBs) received through SimplePractice for a selected date range.
To review a Payment Report, click the Date Received.
If there’s a corresponding claim for the report in your account, you can click the Clearinghouse Reference or Payer Claim number to navigate to the claim. If there’s an associated insurance payment for the report in your account, you can click the Payment Reference number to navigate to the payment.
For more information on Payment Reports, see ERAs in SimplePractice (Payment Reports).
Coverage Reports
Coverage Reports shows a list of all insurance Coverage Reports generated via SimplePractice in a selected date range.
To review a successful Coverage Report, you can click Success in the Status column.
For more information, see Coverage Reports.