Billing Work Flow

Hi all,

I recently started doing my own billing through Simple Practice (which I’m loving!) & I’m struggling a bit with my work flow. I used to have a biller & she would send me EOBs & I would manually check them off of weekly paper billing sheet & then check my bank to make sure the ACH had been deposited. Now that I’m doing it myself, I’m getting all these emails from Payspan & Optum Pay letting me know I have a payment. Sometimes the eob has posted in SP but sometimes it hasn’t & sometimes there is a few days lag time between when bank deposits post or EOBs come through SP so I find myself looking all over the place on different insurance websites. I know I’m creating more work for myself but I can’t quite figure out what my system should be. I don’t feel like I can ignore the emails yet because I’m still waiting for two insurance companies to accept my enrollment for the ERAs so I don’t want to miss anything. I know there are reports I could be checking to make this so much simpler. Can someone share their system with me? Thank you!

Ruth

February 04, 2021 18:35

Hi Karen, you may need to unenroll from receiving EOBs, or ERAs through other platforms, so all of them come through SimplePractice. This may require you to fill out a Change of Vendor form. I've created an email help request on your behalf so a member of our Insurance Team can further assist you with your ERAs. They'll be in touch soon!

Billing Work Flow

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