Creating a coverage report


When online claim filing is enabled for your account, you can easily create a Coverage Report for your clients to see the details of their insurance coverage for $0.05 each report.

Currently, some payers are not including mental health coverage details in these reports but we are working with these payers to include more details in this report.

In order to use this feature, the client's Billing Type must be set to "Insurance" Read more about the client's billing type here.

Setting Billing Type to Insurance in SimplePractice

Once the billing type is set for your client, make sure you have the following information filled out before you run a coverage report:

In your Practice Settings
- NPI Number

For your Client, go to the EDIT CLIENT INFO link
- Date of birth
- Insurance Company Name
- Member ID
- Gender

If Client is not the Primary Insured
- Primary Insured/Subscriber Name

Once you have verified that all the above information is properly filled out, go to the BILLING DETAIL page for the Client

In the INSURANCE INFO area, click on the VIEW COVERAGE link and you will be taken to the INSURANCE COVERAGE REPORT page where you can view the report and also download the report.

View Coverage link located in the Insurance Info section of SimplePractice

Note: If you don't see the View Coverage link, that means the client's insurance provider isn't yet set up for automated coverage reports. If you run into this, let us know and we'll see what we can do about getting the insurance provider set up. Contact us and tell us which insurance provider you'd like to set up for coverage reports.


View past coverage reports

A record of all your coverage reports is available for you to access at any point. Simply go to Reports > Coverage Reports.

All coverage reports are available through the Coverage Reports link via the Insights section in SimplePractice

Have more questions? Submit a request