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Insurance Tracking



1 comment

  • Gillian

    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.

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