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What information is required on a claim form?

Every insurance company is a little different in what they require on a claim for reimbursement. So we can't say for sure what the insurance company will require, however to create a claim in SimplePractice there’s a minimum amount of information you'll need to have on file.

Information required from client

1) First and Last name

2) Phone number

3) Address

4) Birth Date

5) Gender

6) The client's insurance company

7) The client's Member ID number (enter it without any spaces or dashes)

If you try to create an individual claim and some of this information is missing, you'll see an error message indicating what additional information’s required:

Error that shows when you are missing client information when filing a reimbursement claim in SimplePractice

How do I make this correction?

Click on the Edit Client Info option and enter the missing information. 

Required provider information

To create a claim, there’s also some information that's required from you, the provider:

1) Provider Name

2) Phone Number

3) Office Address

4) NPI number

5) Social Security or Tax ID Number

All of this provider information is collected in the Practice Details area which you can access by clicking My Account > Settings.

Note: If your account is missing the Tax ID or an address, you cannot create claims from the Billing > Insurance > Unbilled Appointments tab until these fields are complete.

Now that you've collected all the required information. You can get started creating and filing claims. Read these articles to learn more: Creating and Printing a CMS 1500 (HCFA) form & How to file a claim.


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