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Missing information when batch billing

Creating batch claims is an efficient way to get your billing done. It's incredibly easy to assemble all of your unbilled sessions, click a button, and create and submit claims.

However, sometimes you may create a batch of claims where one or more clients' claims do not generate because of missing information in a client's profile.   

SimplePractice doesn't want to try to prepare or submit a claim that is missing information and would ultimately be rejected by the payer.

How to find out what information is missing for clients

  • From your Calendar homepage, go to Billing > Insurance.
  • An inline banner will appear on the page that will alert you to the number of clients missing required information, as shown below.
    Client information missing banner notification in SimplePractice
  • In the table of clients, an alert icon will note any clients that are missing required information.
    • Click the alert icon will display what information is missing.
    • Select Add from the alert icon to link to the client’s info page where you can add or edit the missing information.

Alert icon for clients that are missing information in SimplePractice

  • When selecting either Create Claims or Create & Submit Claims, you will see a modal, as shown below, that tells you how many clients will have claims created and how many clients need more information saved to their accounts:

    Missing client info modal in SimplePractice
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