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Insurance Report and Information Inputs




  • Kristi Seymour

    Yes, I would like this as well. 


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  • Gillian

    Thanks for your suggestions on how to improve SimplePractice. You're welcome to add your suggestions to our Ideas board at, which will allow our Product team greater insight into your idea, and also gives your colleagues the opportunity to vote on your idea. 

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  • Amber Earle

    Yes! I need to be able to pull up insurance type and policy numbers in one report.

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  • Miriam Novogrodsky

    That would be very helpful for me as well!

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  • Paula Keane

    Was this ever implemented?  Is there a way to check benefits and eligibility directly from simplepractice?

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  • Delendtricus N. Thompson


    Is there a way in SP for me to check eligibility of insurance for clients? 

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  • Kim Hawkins

    How do I check eligibility and benefits on Simple Practice?


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