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Filing secondary when primary is billed outside of simple practice

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  • Ruth

    Hi Allison, first, make sure you've entered in the client's primary and secondary insurance information in their client file > Edit > Billing & Insurance. Then create the primary claim through SimplePractice, but don't submit the claim through SimplePractice. Even if you don't get Payment Reports through SimplePractice for this insurance payer, you should still get paper EOBs from them directly in the mail, or on their online portal. You'll want to enter your insurance payments manually in SimplePractice, using the EOB you got from the insurance payer. Here's more on how to Add an Insurance Payment. Next, you'll want click on the claim and hit Create Secondary Claim. Here's more information about Creating and Filing a Secondary Claim through SimplePractice. If you need any additional assistance with this, please feel free to reach out to our team by submitting an email help request. Click on the ? icon in your account > Get Help > No > Contact Support > Send an Email Request! Here's more on how to email us for further investigation.

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