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Why is my enrollment requiring additional steps?

Why is my enrollment requiring additional steps?

While SimplePractice allows you to enroll with many payers by simply reviewing the Insurance Payers page and adding your e-signature, some payers we work with have clearinghouses of their own who will require additional steps for the enrollment to be processed.

If you are enrolling with one of these payers, you will see a banner at the top of your Calendar informing you that the payer requires additional steps for the enrollment to be completed.

Click the blue View Insurance Payers link on the banner message

Clicking View Insurance Payers will take you to a page where you can download those instructions. After downloading them, you will follow the steps listed and upload any required document at the bottom of the page by clicking Upload Document to update your enrollment.

Step 1: Download this document

The first step is to download the PDF that includes the instructions to complete your enrollment.

Download the enrollment instructions PDF

Step 2: Follow and complete instructions in the document

Follow the instructions detailed in the document step by step. These steps can involve setting up an electronic fund transfer (EFT) with the payer, requesting transactions via a payer portal, and more.

Note: These instructions are required by a third-party clearinghouse and are subject to change. If you have any questions about the directions, please reach out directly to the payer’s provider services line for assistance.

Step 3: Upload the completed document

Once you have completed all steps on the document, you will need to print out and physically sign a copy of the instructions to confirm that you have completed all of the directions. Some other payers will require that you upload a document packet that you will receive after completing the steps. These requirements will be outlined in the instructions provided.

You can upload a PDF, JPG, PNG, or JPEG document here and the file size limit is 10 MB.

Tip: If you’re being asked to upload multiple pages, or are running into issues with the document being too large, please refer to these best practices to successfully upload your document: How to combine multiple pages into one document and compress a PDF.

It can take an average of 3-4 weeks after uploading the document for the enrollment to become accepted within SimplePractice. If it has been longer than that and you have yet to hear an update, we recommend calling the payer directly.

Note: If you feel something has gone awry in the document uploading process, please reach out to our team and we'll be happy to verify that your documents have been uploaded correctly.

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