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Need a list of past claims.

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  • Ayelette

    Hi Debbie,

    There are a few ways you can view your past claims in SimplePractice:

    1. Go to Billing on the top left > Insurance on the right > click the Claims tab > update the date range and other filters as needed.
    2. Go to Reports on the top left > click the Claims Filed report > update the date range as needed > click CSV or Excel on the top right if you'd like to export the data. To learn more about our reports, feel free to check out this Help Center guide: Reports: Analytics for your private practice.
    3. On an individual client's profile, scroll down to the Billing Documents section in the lower right column. All of the claims created for this client will be listed in that section.
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