This Getting started page provides the steps needed to set up your SimplePractice account so that our team of billing experts can begin managing your insurance billing. You should only review this guide if you’ve already signed up for managed billing. If you’d like to learn more about this service, see Managed billing in SimplePractice.
- Completing your managed billing checklist
- Submitting outstanding enrollments
- Creating billing profiles
- Reviewing client insurance settings
- Locking and signing notes
- Monitoring claim statuses
- Contacting managed billing support
Completing your managed billing checklist
Prior to going live with the service, you’ll be provided with an onboarding checklist. The information you enter in this document will help our team determine how much setup is needed before you’re ready to go-live with the service.
If you’re not sure what to enter, feel free to reach out to your Implementation Specialist.
Submitting outstanding enrollments
Before you can go-live with managed billing, you’ll need to have accepted enrollments with each payer you submit claims to. You can add payers you’re credentialed with and manage enrollments by navigating to Settings > Client billing and insurance > Payers.
For more information, see Submitting enrollments to file claims and receive Payment Reports and Enrollment FAQs.
Creating billing profiles
Billing profiles allow you to determine how claims submitted to certain payers, or for specific clinicians, are populated based on unique billing information. If you don’t add billing profiles, your default billing information will populate all claims.
You can review your default billing information, as well as add billing profiles, by navigating to Settings > Client billing and insurance > Insurance documents.
For more information, see Managing billing profiles for insurance.
Reviewing client insurance settings
Ahead of your go-live date, you’ll see additional options for a client’s Billing Type. These options allow you to mark insurance clients as being In-network or Out-of-network. Because managed billing will only submit in-network claims, it’s important that each insurance client is set to the correct billing type.
Locking and signing notes
Claims will only be created for sessions that have locked and signed progress notes. If a clinician in your practice is under supervision, the session’s progress note must be locked and signed by the supervisee and the supervisor before a claim can be created.
For more information, see Locking and signing notes and Adding a supervisor to review and sign notes.
Monitoring claim statuses
As managed billing handles claims on your behalf, you’ll be able to monitor their statuses in the Insurance > Claims page.
For an overview of each claim status you may see in SimplePractice, see Checking a claim status: The different phases of an insurance claim.
Contacting managed billing support
Once you’ve gone live, you can use claim support to contact managed billing for any claim that was created after your go-live date.
For non-claim issues, such as questions about your service or steps needed to go live, use the ? icon in the bottom right of your account and submit an email help request.