Claims search by visit date
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Is there a way to find a claim by visit date? When going to the claims list, there does not seem to be a way to find the claim submitted by visit date, which is very frustrating. The date that you can search by seems to be the date that the ERA was applied in Simple Practice which is different than the date on the paper EOB so I can't even search by EOB date. Please advise if there is an easier way to do this. Thank you!

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    Ruth

    Hi There - If you're enrolled in Payment Reports through SimplePractice, we've added a feature enhancement that allows you to view the full EOB for a given Insurance Payment. Below, I've explained how to generate an EOB, in addition to other way to find out what dates of service were paid by an insurance payer:

    To access the full EOB for an Insurance Payment, go to Billing > Insurance > Payments, click on the payment, then click the Download EOB button.

    The dates of service included in a Payment Report can also be found by clicking on a claim > Claims Details. You can search for all claims filed in Billing > Insurance > Claims, or in Reports > Claims Filed Report.

    You can also search for Payment Reports by going to Reports > Electronic Payment Reports. 

    For more information, check out these resources:

    Hi There - If you're enrolled in Payment Reports through SimplePractice, we've added a feature enhancement that allows you to view the full EOB for a given Insurance Payment. Below, I've explained how to generate an EOB, in addition to other way to find out what dates of service were paid by an insurance payer:

    To access the full EOB for an Insurance Payment, go to Billing > Insurance > Payments, click on the payment, then click the Download EOB button.

    The dates of service included in a Payment Report can also be found by clicking on a claim > Claims Details. You can search for all claims filed in Billing > Insurance > Claims, or in Reports > Claims Filed Report.

    You can also search for Payment Reports by going to Reports > Electronic Payment Reports. 

    For more information, check out these resources: