Articles in this section

Claim Assistant FAQs

In this guide, you’ll find answers to frequently asked questions about Claim Assistant, including:

Note: Claim Assistant is included with Insurance Navigator, which will be available as an upgrade beginning October 1, 2026. For more information, see Introducing Insurance Navigator.


What errors does Claim Assistant help with? 

Claim Assistant provides guidance for many common error codes for rejections and denials. Additional errors may be supported over time.


Do I need to upgrade to Insurance Navigator to use Claim Assistant?

Yes. Claim Assistant is only available with Insurance Navigator. 


How can I provide feedback?

If you encounter a suggestion that doesn’t work or isn’t clear, click How was this suggestion? 

claimassistantsuggestion.simplepractice.insurance.png

Providing feedback helps our team improve Claim Assistant over time.


How do I review Claim Assistant guidance for an archived claim? 

When you use the corrected claim workflow to resubmit a rejected or denied claim, the original claim is archived. Claim Assistant guidance from the original claim doesn’t carry over to the corrected claim.

To review previous Claim Assistant guidance:

  1. Navigate to the resubmitted claim
  2. Select the dropdown next to the client’s name
archivedclaim.simplepractice.insurance.png
  1. Select the archived claim
pastclaim.simplepractice.insurance.png
  1. Click Claim assistant 
claimassistant.simplepractice.insurance.png