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Insurance reports truncate some client names



1 comment

  • Official comment

    Hi Adrian, 


    I can certainly clarify on the reason behind the starred out names on the electronic payment reports report. 


    The reason you might see this is if the claim that the payment report is connected to is not currently available in SimplePractice. When we receive a payment report, the system matches the Payer Claim # present on the report with a claim in your account. This discrepancy can occur if the claim was filed in SimplePractice and then deleted, or the claim was filed outside of SimplePractice but you were enrolled in payment reports at the time it was finalized. 

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