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  • Ayelette

    Hi Judith,

    Thank you for reaching out directly to our team. I see that my colleague Max was able to provide assistance.

    For reference, here's how you can add multiple insurance payers to a client's profile:

    1. On the client's profile, click Edit > Billing and Insurance.
    2. In the Insurance Information section, beneath the first insurance that has been entered, click +Insurance info > enter the insurance information.
    3. Click Save Client.

    For more details, feel free to check out this Help Center guide: Updating a client's insurance in their settings.

    For future reference, 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 one other. The quickest way to get support is to send us a help request by clicking the blue question mark > Get Help option on the lower right of your SimplePractice account. For more details, feel free to check out this Help Center guide: Logging in to SimplePractice and submitting help requests. You can also reach us on our Live Chat feature, offered Monday - Friday, 6am - 7pm PT with a few exceptions for company meetings (you can view the full Live Chat details here).

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