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
- Adding an EAP to your client's profile
- Adding an EAP payment from a prepaid credit card
Adding an EAP to your insurance payers list
To add an EAP to your insurance payers list:
- Navigate to Settings > Insurance
- Click Add Insurance Payer
- Enter the name of the EAP
- For Coverage Type, choose Other
- Click Save
While an address isn’t required for an EAP, you can add one by following these steps:
- Navigate to Settings > Insurance
- Use the search bar to locate the EAP you recently added
- Click +Address to add the physical address for the EAP
- Add the 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.
Note: If you’re enrolled to receive electronic Payment Reports from this insurance payer, you won’t need to manually add this insurance payment, as it’ll populate into your account automatically. For more information on Payment Report enrollments, see: ERAs in SimplePractice (Payment Reports).
