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Report of insurance payments by payer but without PHI

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  • Sara

    Hi Michael,

    The report that would give you this information is the Payment Report, however, this report does include PHI. This report shows a list of all payment reports (electronic EOBs) received through SimplePractice for a selected date range. If you would like to view this report without PHI, you would need to export this report and then manually delete each name and replace it with the client's initials to identify them.

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