Insurance

Adding insurance payers and enrollments

• Setting up insurance billing for your clients
• Adding insurance payers and selecting the correct payer ID
• Submitting enrollments to file claims and receive Payment Reports
• Resolving rejected enrollments
• Understanding enrollment delays
• Enrollment FAQs

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Submitting claims

• Getting started with insurance billing
• Adding claim notes
• Filing primary claims in SimplePractice
• Creating batch claims
• Creating and printing CMS 1500 claim forms
• Payers with unique claim filing rules

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Troubleshooting claims

• Understanding claim statuses
• Handling claims stuck in the Accepted or Received status
• Resolving scrub errors
• Resolving claim rejections
• Handling claim denials
• Submitting a corrected claim

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Insurance payments and Payment Reports

• Getting paid by insurance
• Understanding Payment Reports (ERAs)
• Investigating missing Payment Reports
• Managing insurance adjustments
• Adding insurance payments
• Recording payments from external billing platforms

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Best practices and workflows for insurance

• Removing appointments from the Unbilled appointments list
• Billing clients who haven’t met their deductible
• Understanding insurance balances
• Managing billing profiles for insurance
• Adding contracted rates
• Creating a CAQH account

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