I am receiving an error that I need to add the payor Id to the claim form, but when I edit the claim and attempt to update the form I receive a red circle with a line through it. I received the following response from the help desk. This is great, but I don't see the option to correct payor ID. Please help.
We changed the ability to edit the payer ID because our electronic claims system works best when the information is auto-populated. We also did this to avoid erroneous changes from being made to box 1.
When filing claims electronically to a payer in SimplePractice, you'll want to ensure that the correct payer ID is selected within the client's settings when you navigate to the client's Overview page > click Edit > Billing and Insurance tab > scroll to Insurance Information > choose the correct Payer ID > click Save Client. This way the correct information auto-populates to the claim for electronic claim submission.
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