Insurance Tracking

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Madison Neugart

• January 22, 2020 23:52

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. 

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  Gillian

  • January 24, 2020 19:33

  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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