Payments I have received in my bank account are not showing up in Simple Practice
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Hi there, 

I work with Beacon Health Options and I submit my claims through their Provider Connect system and they pay me through direct deposit into my prof checking account. Sometimes Simple Practice records these received payments and sometimes they don't. 

What do I need to do or what can be done so payments from this insurance show up correctly in Simple Practice and I don't have to enter them manually? 

Thank you!

Jenny Gustavson-Dufour

2 comments

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    Ruth

    Hi Jenny, if you're not filing claims through SimplePractice, then we can't guarantee your clients' Billing page, or appointments, will automatically populate with information from your Payment Reports. I'd recommend going to your Reports > Electronic Payment Reports to see if there are unallocated payments that aren't attaching to sessions billed outside of SimplePractice. I'd recommend using the Electronic Payment Reports from your Reports tab to manually add the payments in yourself in Billing > Insurance > Add Payment, or start filing claims through SimplePractice. 

    Hi Jenny, if you're not filing claims through SimplePractice, then we can't guarantee your clients' Billing page, or appointments, will automatically populate with information from your Payment Reports. I'd recommend going to your Reports > Electronic Payment Reports to see if there are unallocated payments that aren't attaching to sessions billed outside of SimplePractice. I'd recommend using the Electronic Payment Reports from your Reports tab to manually add the payments in yourself in Billing > Insurance > Add Payment, or start filing claims through SimplePractice. 

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    Jenny Gustavson-Dufour

    Ok that makes sense. Thank you for responding Ruth!

    Ok that makes sense. Thank you for responding Ruth!