I struggle to keep track of claims billed directly through the insurance company verse SP? Is there a way to track even without submitting a claim through SP because some of the insurance companies we use don't use SP.
Hi Madison, I'd be happy to help. While SimplePractice can't automatically track the status of claims filed outside of SimplePractice, there are a few things you can do to keep your insurance bookkeeping tidy when filing outside of SimplePractice.
- Create, but do not submit, claims in SimplePractice for sessions billed outside of SimplePractice. This way, you have a record in SimplePractice of the claim.
- Add insurance payments to SimplePractice when you receive them from the payer under Billing > Insurance > Add Payment.
Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help.
Please sign in to leave a comment.