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