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How do I record that a claim was submitted by paper?

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11 comments

  • Gillian

    Hi Matthew! I'd recommend creating a claim, but not submitting it, for these claims. To do this, select the claims you'd like to create but not submit from the Unbilled Appointments list, then click "Create Claims." You can download the claims for your records, or simply leave them in the Prepared state to remove them from the Unbilled Appointments list and prevent the submission of duplicate claims through SimplePractice.

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  • Helen Anton

    how do your create a claim that need a correction and was submitted by paper

     

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  • Susan Valentine

    I had the same question.  I have clients listed on 'unbilled appointments".  I submit the invoices directly to the EAP.  Most of my EAPs are not insurance and require their own forms.  

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  • Ruth

    Hi Helen and Susan - I'm happy to help.

    Helen - If you're resubmitting a corrected claim electronically, but the original claim was submitted outside of SimplePractice, you'll want to start by creating the claim as you normally would in SimplePractice. Then, you'll want to Edit the claim indicate that the claim is a Resubmission in Box 22 and add the Claim Payer ID Number to the Original Reference Number field. Here's a guide that goes into more detail on When and How to Submit a Corrected Claim

    Susan - To remove sessions from appearing in Billing > Insurance > Unbilled Appointments, create claims for them, without submitting them electronically. Leave them in the Prepared state, under Billing > Insurance > Claims, or click the Add Payment button to the top right to enter insurance payments for these EAP sessions. Here is a guide on Entering an EAP Payment

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  • Jeanie Bowen

    I have created my own claim to remove them from the Unbilled Claims and after a few days, they show up again in Unbilled.  It would be great if there was a way to diferentiate and remove them from the Unbilled Claims all together.

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  • Ayelette

    Hi Jeanie,

    This would be an issue specific to your account. We'd be happy to take a look so I’ve created a help request on your behalf so that a member of our Success team can investigate this for you further. They’ll be reaching out to you with more information over email.

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  • Lindsay Dec

    Hello, The problem with creating claims and not submitting them is that it seems like a diagnosis needs to be added. Not all EAP require or want a diagnosis. Is there another option to get these unbilled claims to go away or be hidden from view? They are showing up even after the sessions have been paid. 

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  • Ruth

    Hi Lindsay, currently, no there isn't. In order for "Insurance-pay" sessions to not appear in the Billing > Insurance > Unbilled Appointments tab, you'll need to create claims for them. In order to create claims, you need to add a diagnosis for the client. 

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  • Rachel F. Bedick

    Hi, I have had to submit some insurance claims by paper. I followed the advice above and created claim in SimplePractice and saved it instead of submitting it. My question is, once my paper claim is paid out how do I document that I received payment in SimplePractice?

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  • Ruth

    Hi Rachel, you'll want to add an insurance payment. Use this guide to find out how: https://support.simplepractice.com/hc/en-us/articles/207623066-Adding-insurance-payments

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  • Milly Toepfer

    Ok similar question, I had to mail in a claim to an insurance company that the clearinghouse was not connected with.  How do I then enter the claim as denied so I can file a secondary claim with the insurance company we are contracted with?

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