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Adding an employee assistance program (EAP)

Adding an employee assistance program (EAP)

When you receive a payment from an employee assistance program (EAP), you can manually add this payment into your SimplePractice account. This way, you can accurately track the amounts you’ve been paid, and how much you’re still waiting to be reimbursed. 

Note: You won’t be able to electronically file claims to an EAP that you’ve added to SimplePractice yourself, so you’ll need to continue filing outside of SimplePractice.

In this guide, we’ll cover:

Adding an EAP to your insurance payers list

To add an EAP to your insurance payers list:

  • Navigate to Settings > Insurance
  • Click Add payer manually

  • Enter the name of the EAP
  • For Coverage Type, choose Other
  • You can add an address by clicking + Address
  • Click Save

If you've already added an EAP and need to include an address: 

  • Use the search bar to locate the payer
  • Click + Address to add the physical address

  • Click Save

Adding an EAP to your client's profile

To add an EAP to your client’s profile, follow these steps:

  • Navigate to the client's Overview page
  • Click Edit > Billing and Insurance 
  • Click + Insurance info
  • In the field under Insurance Payer, search for the EAP you recently added


  • Enter the client's insurance information into the required fields
  • Click Save Client

Now, you’ll be able to apply the EAP payments you receive to the client’s profile, as long as the appointment type is set to insurance

Adding an EAP payment from a prepaid credit card

Occasionally, insurance companies will reimburse you for a client appointment in the form of a prepaid credit card. In these instances, we recommend adding this as an insurance payment, and then charging the card outside of SimplePractice. 

If you don’t have a way to charge the card outside of SimplePractice, then you can refer to our guide on Processing a Vcard or insurance credit card.

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