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Claims search by visit date

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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:

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