Please note that due to the circumstances around COVID-19, we are seeing a significant increase in the number of help requests to our Customer Success group and we're working to respond as quickly as possible. We do strongly encourage you to take advantage of all the free resources we have available. Thank you for your patience and understanding. 


Entering an EAP payment

To enter a payment from an EAP to a client's profile, the first thing you need to do is to make sure you've added the EAP to your list of Insurance Providers. Click HERE if you need help doing that. 

Now you need to add this new "payer" to the client's profile. To do this, click on your client's name > click on  Edit Client Info > select Billing and Insurance and add the EAP as their payer. You will also need to set the Billing Type for this client to Insurance on this page. Don't forget to hit Save.

Adding an EAP as a provider in SimplePractice

Once this is done, you will see the option in the client's Billing page to Add an Insurance Payment from this EAP. 

If you need more help on how to enter an insurance payment, click HERE





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