Manually adding an insurance payer

If a payer you’re searching for isn’t listed in SimplePractice, you can manually add it to your insurance payers list. This is helpful when you’re preparing and downloading claims for submission outside of SimplePractice.

Important: Manually added payers aren’t available for electronic claim submission. This option is only recommended if you’re preparing and downloading claims for submission outside of SimplePractice. If you need to submit a claim through SimplePractice but can’t locate the correct payer, see Verifying a payer before submitting a claim.

To manually add a payer:

1. Navigate to Settings > Client billing and insurance > Payers
2. Click Add payer manually

3. Enter the Payer name and Coverage type
   • If you’re not sure which coverage type to select, choose Other
4. Click + Address to add the payer’s address
   • This will be needed if you’re preparing and downloading claims for submission outside of SimplePractice
5. Click Save

Once added, the payer can be selected in a client’s Insurance info. For an overview of adding insurance details to a client’s profile, see Setting up insurance billing for your clients.