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
4) Birth Date
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:
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 on
My Account > Settings.
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.