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Starting to Submit Claims

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3 comments

  • Ruth

    Hi Kayla, to clarify, we don't process EFTs through SimplePractice; however, you can enroll in Payment Reports, or ERAs, through SimplePractice. This will automate your bookkeeping so that your claims status will update from "Accepted," to "Paid," "Denied," or "Deductible." Check to see if you've enrolled in Payment Reports by going to Settings > Insurance > Enrollments. Without an accepted Payment Report enrollment, the status of the claim won't get updated automatically, you'll have to enter a manual insurance payment instead. If you've enrolled in EFTs with the payer directly, then reach out to them if you'd like to know when you'll be paid, or if you've been paid for billed services. Let me know if there's anything else you need help with! 

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  • Dr. Zenaida Woods, Ed.D, LPC, CCTSI

    I have the same issue. I submitted claims with Cigna via simple practice and it shows that it went through on the simple practice side but Cigna don’t have the claims. Is there something I’m doing wrong

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  • Ruth

    Hi Dr. Woods, it's possible that you submitted to the wrong Payer ID. I'd recommend having your client upload the front and back of their insurance card to their Client Portal > Documents tab > Client Uploads box. You can enable Client Uploads in Settings > Client Portal, if you haven't already done so. Then check to see if you're using the same Payer ID as the one listed on your client's insurance card for the services you render. You can also reach out to our Insurance Team by submitting a Help Request for more assistance! 

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