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How do I get my paid claims transferred to by bank account?




  • Gillian

    Hi Vasily, I'd be happy to help. SimplePractice doesn't see or touch the money you receive from insurance payers - you'll receive a check in the mail or a direct deposit, depending on how the insurance payer typically pays you. SimplePractice's Payment Reports simply notifies you when claims have been paid, with the payment amount. Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help. 

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  • Diana Magana

    Vasily, I am new to electronic billing and have the same issue-- Did you ever get this resolved? I am so concerned!!! 

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  • Ashley Donovan

    Hi, I am having the same issue. I was informed that Medicare claims have been paid and have a payment reference/acct wire number; however have not seen monies deposited into my account. How can this be resolved?

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  • Gillian

    Hi Ashley and Courtney, SimplePractice does not see or touch the funds you receive from insurance payers. To follow up on a missing payment from an insurance payer, we recommend reaching out to the payer directly. 

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  • Ruth

    Hi Gay, as Gillian mentioned, SimplePractice doesn't process insurance payments for our customers. We do, however, allow customers to enroll in Payment Reports (ERAs). You can see all recorded client and insurance payments in Billing > Export Transactions, expand the date range to include all of 2020, generate the report and then download it. If you haven't been manually entering insurance payments, or aren't enrolled in Payment Reports, insurance payments won't appear in your SimplePractice account, or in Transactions Report. 

    I'm happy to explain Payment Reports to you! Enrolling in Payment Reports will not redirect automated insurance payouts to your SimplePractice account via direct deposit, or electronic payments. Rather, enrolling in Payment Reports will automate your insurance bookkeeping in SimplePractice without any transfer of funds occurring through SimplePractice. As soon as an insurance payer has posted payments corresponding to claims you filed, they generate a report.

    You'll still receive payment in the way you initially arranged when you got credentialed. For more information on how you'd receive payments from insurance companies outside of SimplePractice, read our policy here: When I submit claims via SimplePractice, how will I receive reimbursement from the payer?. I also suggest checking out our Help Center's detailed explanation of Payment reports (ERAs). If you're interested in enrolling for Payment Reports and automating your insurance billing, here's a great guide on how to get started: How do I submit an enrollment to file claims or receive payment reports?

    If you have questions about your recorded transactions in SimplePractice, feel free to reach out to us by submitting an email help request. Click on the ? icon in your account > Get Help > No > Contact Support > Send an Email Request! 

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  • Gay E. Garner

    How do I find my payments and transfer them to my bank. How do I find my payments to pay my taxes?

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