About the class
We recommend the Insurance Billing with SimplePractice class if you’re planning to bill insurance through SimplePractice. This class will walk you through setting up your account for insurance billing, filing enrollments, creating and submitting claims, and recording insurance payments. For a written version of this class, see Getting started with insurance billing.
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Quick tour
Agenda: Review the basics of billing insurance in SimplePractice
Part 1. Setting up your account
Agenda: Customize account settings
In Part 1, we'll review the key settings in your account to review and update before creating claims. SimplePractice uses these settings to auto-populate your claim forms and save time.
Part 2. Setting up a client for insurance billing
Agenda: Review how to add insurance information for a client
In Part 2, we'll walk through the entire process of adding a client and their insurance information.
Part 3. Insurance payer enrollment process
Agenda: Complete your enrollments to simplify insurance billing
In Part 3, we'll review how to complete the enrollment process with your insurance payers. There are two types of enrollments in SimplePractice. One for filing claims electronically and one for receiving electronic payment reports.
Some enrollments are required while others are recommended to help streamline your insurance billing. For example, enrolling in payment reports will allow the insurance payer to electronically communicate status updates with SimplePractice. This way, you don't need to manually add insurance payments from the EOB.
Part 4a. Creating a claim
Agenda: Review steps before and after the session
In Part 4, we'll create a session for an insurance client and show how to create an insurance claim after that session is complete. We'll also review creating multiple claims at once, so you can do all your claim filing in a batch at the end of the week. Finally, we'll cover how to track a claim you've submitted.
Part 4b. Secondary claims
Part 5. Adding an insurance payment
Agenda: Learn options for recording insurance payments
In this part of the class, we'll review how to manually add an insurance payment, as well as your options for having SimplePractice automatically record payments. We'll also cover common situations you'll encounter with insurance billing.
Part 6. Reports
Agenda: Learn how to track insurance claims and payments
This segment shows where to access analytics and reports, including the useful Appointment Status report.
Helpful guides