EOB in Simple Practice

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Donna Tomlinson

• March 02, 2021 17:47

What is the most direct way to find an EOB for a specific client?

 

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  Ruth

  • April 06, 2021 19:05

  Hi Donna, EOBs, or Payment Reports, in SimplePractice populate from the insurance payer for all claims submitted during a specific timeframe. There's no way to isolate the EOB to only display payments for a particular client. You can, however, go to the client's file and generate an Appointment Status Report, check the box to "Include Insurance" and see the insurance payments made for that clients' appointments.

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