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payments posting

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2 comments

  • Gillian

    Hi Melissa, I'd be happy to help. First, navigate to My Account > Settings > Insurance. Have you enrolled in Payment Reports with Kaiser? Click the +Enroll button to start the enrollment process, which will link Kaiser with SimplePractice so you can receive Payment Reports through SimplePractice.

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  • Emma Thomas

    Hello! When I go to the enroll button for Aetna, it says they require documents from us. When I look to see what documents are needed, this error message pops up. How do I proceed from here? We're currently not receiving payment reports from Aetna.

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