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Insurance Payments and Payment Reports


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  1. SimplePractice Support
  2. Working with your clients
  3. Insurance Billing
  4. Insurance Payments and Payment Reports
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Insurance Payments and Payment Reports

Learn how to receive and manage insurance payments and payment reports in SimplePractice.

  • Getting paid by insurance
  • Billing clients who haven’t met their deductible
  • ERAs in SimplePractice (Payment Reports)
  • How to read a Payment Report
  • Adding insurance payments
  • Adding an employee assistance program (EAP)
  • Processing a vCard or insurance credit card
  • How to resolve unallocated insurance payment amounts
  • What do I need to do if my automated insurance payment is showing a negative unallocated amount?
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