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
In SimplePractice, you can create and submit secondary insurance claims electronically. If you’re enrolled to receive electronic Payment Reports from a primary payer, secondary claims will automatically populate the required information from primary claims. If you’re not enrolled for Payment Reports, the information can be entered manually.
Part 4c. An overview of the insurance billing process
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.
To manually add an insurance payment, you'll use the payment information outlined on the Explanation of Benefits (EOB) or Electronic Remittance Advice (ERA) sent by the payer. You can add the payment by navigating to Insurance > Add insurance payment, or directly from a client's profile.
Important: You won't be able to add an insurance payment for a client unless their Billing Type is set to Insurance and their insurance payer has been added to their Insurance info settings. To make sure your client is set up properly, see Setting up insurance billing for your clients.
When you’re credentialed with an insurance payer, your contracted rate may be lower than your advertised session fee. The difference between your total appointment fee and the amount that you’re actually reimbursed is referred to as the contractual obligation, or insurance Write-Off.
Part 6. Tracking your claims and using 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