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Entering an EAP payment

To enter a payment from an EAP to a client's profile, you'll first need to add the EAP to your list of Insurance Providers. This guide will walk you through how to do this: Adding an employee assistance program (EAP).

Next, y add this new "payer" to your client's profile. To do this, click on your client's name and navigate to Edit Client Info > Billing and Insurance. Here, you can add the EAP as their payer. You'll also need to set the Billing Type for this client to Insurance here. Make sure to click Save.

Adding an EAP as a provider in SimplePractice

Once this is done, you'll see the option to add an insurance payment from this EAP on your client's Billing Overview.

 

 

 

 

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