Insurance Report and Information Inputs

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Sarah Osborne

• January 10, 2019 14:27

Since it's the beginning of the year and  a lot of plans renew and change (deductibles, co-ins, etc) I've been checking client's insurance.  It would be really helpful to have a way to easily identify when a client's policy is scheduled to terminate (end of year or another date) in the insurance section.  It would also be helpful have a report that pulls client, insurance company, policy number, and DOB as this is the information i need to run a benefits/eligibility check with the insurance company. 

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  Kristi Seymour

  • December 30, 2019 19:58

  Yes, I would like this as well. 

  Thanks

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  Gillian

  • January 03, 2020 20:03

  Thanks for your suggestions on how to improve SimplePractice. You're welcome to add your suggestions to our Ideas board at simplepractice.uservoice.com, 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

  • January 09, 2020 03:29

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

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  Miriam Novogrodsky

  • April 09, 2020 15:41

  That would be very helpful for me as well!

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  Paula Keane

  • August 23, 2021 16:27

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

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  Delendtricus N. Thompson

  • August 30, 2021 00:00

  Hello,

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

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  Kim Hawkins

  • November 10, 2022 15:12

  How do I check eligibility and benefits on Simple Practice?

   

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