Filing an Insurance Claim in SimplePractice

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Every claim begins with a completed CMS 1500 (HCFA) form. Before trying to file a claim, make sure you learn how to auto-complete the CMS form in seconds with this article: Creating and printing a CMS 1500 (HCFA) claim form.

 

Once the CMS claim form is filled out and ready to file, click the Submit button at the top of the page.

 

 

SimplePractice will scrub your claim to look for any common errors such as missing information or invalid addresses. Scrubbing will not count against the allotted number of claims you have purchased.

If any information is found to be incorrect during the scrubbing process your claim will not be submitted. Instead, you'll receive an error message indicating what needs to be adjusted. If you get an invalid address error and believe the address is correct, take a look at this article:"Subscriber address not valid" Error message.

 

 

Once you fix the indicated errors on the CMS form, just click the Submit button again.

If you had to leave the claim page to fix the errors, you can return to the claim by going to the client's Billing Details page and clicking on the Claim link:

 

 

Or you can find any claim you've created by going to Billing > Insurance > Claims

 

 

 

When you successfully submit the claim, you'll receive a confirmation message:

 

 

And you will find the claim link attached to the sessions included in the claim:

 

 

That's it! You've successfully submitted a claim.

While the claim is submitted, you won't be able to edit, delete or withdraw the claim. If you need to adjust something on a submitted claim, you can either wait for it to be rejected or you can create and submit a new claim.

 

Now the next step is to track the progress of the claim. Read this article to learn more: How to check on the status of your claim.

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