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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.
    batch-claims-billing-missing-claim-simplepractice.png
  • 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.

batch-claims-billing-missing-info-simplepractice.png

  • 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:

    batch-claims-billing-missing-client-simplepractice.png
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