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Reports for finding Unpaid Claims

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7 comments

  • Official comment
    Alex P.

    Hi Regan,

    If you're enrolled to receive payment reports (ERAs) from an insurance payer, that payer will transmit information into your SimplePractice account which indicates whether or not the payer has offered reimbursement for a claim. While the payment report will notify you when the insurance payer announces that they've made a payment, it may take additional time for you to receive the actual payment from the payer, depending on the method of payment that you have agreed upon with the payer.

    There isn't currently a report in SimplePractice that will track when a claim has been marked as Paid in your SimplePractice account compared to when a corresponding payment has actually been delivered to you by the payer, as these payments will be delivered to you outside of SimplePractice in the form of a check, wire transfer (EFT payment), or virtual credit card.

    In order to track these payments, I'd recommend exporting the Electronic Payment Reports page and then comparing the payment IDs on the checks and wire transfers that you receive from the payer to the payments on this report so that you can cross off payments as you receive them.

    If you are not enrolled to receive payment reports from a particular insurance payer, then you can manually enter these insurance payments as soon as you receive the EOB that comes with the check or wire payment. That way, the Paid claims from this payer will line up with your actual reimbursements.

    If the payer hasn't indicated that they have made a payment for a claim yet, you can also use the Unpaid Insurance Appointments report located under the Reports page to keep track of the appointments that have been included on claims but remain unpaid by the client's insurance payer. 

    For more information the various reports available in your SimplePractice account, you can review our Help Center guide on Reports: Analytics for your private practice.

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  • Ann C. Filonow

    Thank you for this question and answer, I had the exact same question.  However, I would like to suggest that in a future system update, that a check box be added to the page of Electronic Payment Reports that allows the user to easily indicate when an actual payment (not just the Remittance advice) has been received.  It would be much easier for me to be able to do this quickly in the system when tracking checks and EFTs.  Then I would be able to see at a glance what checks or EFTs I am still missing.  Currently, I have to second guess myself all the time when looking at the list of Electronic Payment Reports to determine what money I have received and what I am still waiting on.

    Thanks for your consideration.

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  • Parvine MacDonald


    When I try to export the data to Excel,  I receive the error message "The file is corrupt and cannot be opened". I am using the current version of Excel. 

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  • Gillian

    Hi Parvine, I'd be happy to help. Can you share which browser you're using for SimplePractice? Safari sometimes can create issues with exported data, so we recommend using Chrome or Firefox for the best experience. 

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  • Deanna Ball

    What happens when insurance sends a payment with unallocated funds? How should I go about figuring out where this extra money goes?

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  • Gillian

    Hi Deanna, happy to help. Here's what to do to resolve an unallocated insurance payment: https://support.simplepractice.com/hc/en-us/articles/360021404991-How-to-resolve-unallocated-insurance-payment-amounts

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  • Christine M. Larson

    I am enrolled to receive ERAs, and recently one ERA did not show a payment from Aetna, but when I checked Availity and the Aetna claim it showed accurately that a payment had been deposited in my bank account. This was a claim for two sessions for two current clients whose Aetna sessions have automatically been updated with ERAs before. Strange glitch, but I wondered if you were aware of any occasional problems with the ERAs? Simplepractice showed accurately that these claims processed but did not update (as they usually do) with the payment direct deposited by Aetna to my bank.

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