updating payment reports after move to direct deposit
Answered
I recently moved from paper checks to direct deposit with an insurance. Since then, my payment reports in Simple Practice no longer reflect payments as they did when I was receiving paper checks. What step am I missing? Thank you!
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Hi Erin,
Did you do an ERA enrollment with this insurance company through SimplePractice? Once you have completed this enrollment process, your Payment Reports will appear in your SimplePractice account. Here is a helpful Help Center guide on this process to ensure your account is set up correctly: ERAs in SimplePractice (Payment Reports)
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