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Inaccurate credit/balance after insuracne




  • Tracy F. Galluppi

    I'm having similar issues.

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  • Carmen Harris

    yes, this is a problem. If a claim comes in "denied" then Simple Practice will change the client responsibility to $0 and then the client shows a credit. Which is not a credit, because either the claim was sent to the wrong insurance provider, or it comes back showing it was a duplicate claim. It is confusing, because if I don't go in and put back the client's copay/coinsurance/deductible amount then the client thinks they have a credit and are asking to be refunded. It is very annoying! Sometimes these are also a deductible, and it shows denied. Is Simple Practice aware of this and is there a way to stop it from doing that??

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  • Ayelette

    Hi everyone,

    We apologize for the time it's taken to reply to this post.

    For some background, when you're enrolled to receive electronic payment reports, your account will automatically update a client's billing to reflect the information shared by the payer. For example, if the client was initially charged a $25 copay and the payment report reflects that the client does not owe this copay, the client's billing will automatically update to show that the client no longer owes the original $25 charge.

    Note that the quickest way for you to get in touch with us directly regarding questions with your account or your clients is by clicking the blue question mark > Get Help option on the lower right of your SimplePractice account. You can also reach us on our Live Chat feature, offered Monday - Friday, 6am - 7pm PT (learn more here).

    If you're still experiencing any issues, please reach out to us through one of the options above so that we can provide account-specific guidance. Although we're periodically monitoring the Community Forum, this is also a place for customers to exchange ideas and engage with one another on how to best use our platform, and we appreciate you acting as resources for each other in the meantime. 

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