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Downloadable ERAs

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3 comments

  • Ruth

    Hi Patrick, you can go to Reports > Electronic Payment Report, adjust the date range, and download as a CSV or Excel spreadsheet by clicking the buttons in the top right corner! 

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  • Patrick Wood

    I don't know that i would call this question answered, but i suppose as a technicality it is.  The answer is that you cannot download raw EOB/ERA / EDI data.  The question was not 'how can i download a simple practice formatted View of the ERA data", but instead it was: "how can i download the full raw data that simple practice receives from the clearinghouse so that it can be visualized in whatever way i (or any other clinician) needs".

    Unfortunately, simple practice does not allow users to download raw ERA/EOB/EDI data.

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  • Ruth

    Hi Patrick, you're correct, the information you can download from Reports > Electronic Payment Reports as a spreadsheet, is limited and doesn't give the full breakdown of the EOB you'd download as a PDF from Billing > Insurance > Payments. If you need to export this information to a spreadsheet, or an editable format, you'd need to do so outside of SimplePractice, with the help of Adobe Acrobat Pro, or by manually transcribing the information yourself. We get the PDF version of the EOBs from the insurance payer directly, in the same format you'd receive it if you weren't enrolled in electronic Payment Reports through SimplePractice. 

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