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Documents Attached to Claim Submitted?

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26 comments

  • Gillian

    Hi Jessica and Cara, while there isn't currently a way to directly add an attachment to a submitted claim, we're actively collecting feedback from our customers on this idea.

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  • Tracy Earnshaw

    It's occasionally necessary to attach documentation to claims. When can we expect this to be a feature on SP?

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  • Gracie Self

    Is this still not a feature? I am trying to submit secondary claims and we have to attach the primary insurances EOBs for dates of service.

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  • Gillian

    Hi Teresita, I'd be happy to help with your question. SimplePractice doesn't currently support sending any documentation attached to your insurance claims. 

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  • Jamie Chessor

    What would be the recommended course of action, then?  Printing the claim and mailing it in? Will payment have a way of being received through SimplePractice, if we are enrolled?

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  • Gillian

    Hi Jamie, yes, if additional documentation is required to be attached to your claims, I'd recommend mailing the claims in. If you're enrolled in Payment Reports with SimplePractice, you'll be notified via SimplePractice when the claims have been paid, and how much the payment amount is. You'll be paid through the same means that the insurance payer typically pays you - usually via check or, if you've enrolled in it through the insurance payer, EFT. Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help. 

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  • Cara Weeks Neuburger

    Hello,   Is there any possibility of this functionality being added in the future?  Being able to attached supporting documents to a claim would be very helpful.  

     

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  • Gillian

    Hi Cara, we are actively working on a feature that will attach the primary EOB to a secondary claim for electronic submission. If you have other supporting documents that need to be submitted with claims, we'd love to learn more. 

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  • Cara Weeks Neuburger

    I am fairly new to doing my own claims.   But, my situation is that a insurance company is requiring some specific documentation with each claim.  I am billing a medicaid provider for individuals that have both Medicare and Medicaid.  I am not a Medicare provider so with each claim I am required to send a signed letter and information from the Medicare website to document why Medicaid should be billed as primary.  

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  • Jessica Reed Winne

    I think I have a similar problem- Cigna is requesting my weekly session notes for each claim to determine medical necessity. If I enroll in courtesy billing for this client, is there a way to include my session notes? I've never had a client run into this problem submitting superbills before, so I'm not sure how common this issue is.

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  • Merin Shekitka

    I'm getting ready to open up my PT practice and have been familiarizing myself with the software. I am curious how current PTs are submitting claims to Medicare, as we are required to provide them with a certified plan of care signed by the PCM and patient notes that demonstrate medical necessity. It doesn't look like you can do that with SP? Would be a very handy feature to have...

     

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  • Iris zur

    Some insurance require to attach a resubmission form for corrected claims otherwise they process as duplicates and not being corrected. Since simplepractice doesn't have that option it makes it very difficult to have claims reprocessed (i.e., if you want to adjust a modifier on a claim etc.). It requires printing the claim, and the form and mailing them which is extremely inefficient and very time consuming. 

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  • Echo Wentz

    I'm having a similar problem--I received a letter from an insurance company asking for me to attach a Form W-9 to the claim.  I have the form prepared but looking for a way to attach it--doesn't seem that option is functional at this time...?

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  • Ruth

    Hi Everyone - If you need to add an attachment to a claim submission, then I'd recommend printing out the claim created in SimplePractice as well as the supporting documents you wish to attach. Then mailing the claim and attachments physically to the insurance payer. At this time there's no way to add attachments to your electronic claims submission in SimplePractice. If this is something you'd like to see considered, please add it as a feature request on our Ideas and Suggestions Board, here: http://simplepractice.uservoice.com/ . 

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  • Sharon Kramer

    This thread was helpful for me today as a new SP user and insurance biller. What has been the progress on possible adding this feature?

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  • Lisa Stratman

    I am also in need of this feature.  We need to send documentation with the claims to BCBS for a specific client.  I know SP has been making improvements to the billing side of the program (thank you!), but did not know if this is on the plate for the near future or not.

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  • Kim Borromeo

    Any updates or new status on adding this feature?  It would be very useful to be able to upload documentation to claims for submission.

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  • Miriam Rosner

    I am a medicaid provider and they require regular documentation and referrals. Having a feature to attach documents to a specific invoice would not be hard to do and is clearly needed by lots of people. This was a feature  you said you were working on over two years ago! Please move forward with this update.

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  • Sybil Cummin

    Has this been figured out yet?  With the increased cost of SP this year I would think more features would be added.  For claims issues, this is required to attach documents for insurance companies.  I would also think that there would be an actual customer support team to talk and email with.

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  • Carol McCormick, MA, LPC, NCC

    Hello, SP. Can you please provide an update to the requests in this post to provide a way to attach documents to a claim. I have to attach a copy of a single case agreement and a W-9 for every claim for several clients. Unless SP can provide a way to do that, I'm going to have to submit them through Availity. I shouldn't have to have that added work for what I'm paying for SP. 

    Thank you.

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  • D Lani McElgun

    When will we be able to attach documentation to a claim form?  

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  • Sandra Anderson

    Hello folks at Simplepractice,

    We would like to echo our colleagues comments listed above stating that being able to send supporting documents to insurance companies would be a necessity. As we pay to bill electronically, we believe it would be reasonable to expect this feature. Please inform us about when this feature will be available as cleary multiple people/groups over many years have been requesting this service.

     

    Thank you,

     

    Inner Peace Counseling, Inc.

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  • Ty Kamm

    I second Sandra's comments above. This has been an ongoing request/issue for years now. These days it should not be difficult to add documentation to electronic claims. It should be part of the service we pay for. Please update us on this situation.

    Thank you

     

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  • Sara Monk

    Has this feature been added?

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  • Honey Massey

    Please add this feature. I have to attach a referral letter (similar to an authorization) to a claim and I don't like mailing these documents due to fear that the mail will be lost, time (and money) it takes to mail certified through post office, and worry it will get lost/confidential documentation will be less secure than submitting directly through SP. Sometimes insurance providers also request documentation (notes, etc) and I am nervous to send through the mail in addition to time and cost of preparing and sending it that way securely.

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  • Beth Scherer

    It appears that this is not possible although you have said 4 years ago that this was being worked.  What is the current status of this request?  

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