Can you submit claims through SimplePractice?

Asked by: Rachel Moore  |  Last update: January 3, 2024
Score: 4.3/5 (64 votes)

Yes, you can file primary and secondary claims in SimplePractice.

How do you make a SimplePractice claim?

Claims can be created from a client's Billing page, or from your Unbilled appointments page. Note: The Unbilled appointments page allows you to create and submit claims for multiple clients in batches.

How do you reimburse clients on SimplePractice?

Navigate to Billing > Card Transactions (https://secure.simplepractice.com/billings/card-transactions). Locate the transaction you'd like to refund. Click Refund. Under Refund amount, enter the exact amount you'd like to refund your client.

How do I submit multiple claims in SimplePractice?

To create a batch claim:
  1. Navigate to Insurance > Unbilled appointments.
  2. You'll see a list of all billable insurance appointments that haven't been included on a CMS1500 (HCFA) form within the selected date range.

What is the process of claim submission?

In simple words, the claim submission process involves the healthcare provider submitting the claim to the insurance payer for reimbursements. The healthcare provider's reimbursements depend on the proper submission of the insurance claim.

SimplePractice Quick Tips: Basics of how to file an insurance claim and batch claim filing

25 related questions found

What is the most common form of claims submission?

The most common form of claims submission is electronic. It is important for all CSRs to be able to address all aspects of plan operations.

How does the direct claim submission method work?

Direct file submission.

The practice management software creates an electronic file containing claims to be processed, and the file is sent to the clearinghouse through a secure connection via the telephone or Internet.

How do I bill clients in SimplePractice?

To begin billing clients, create an Online Payments account to easily charge your clients and receive payouts within SimplePractice. To set up an Online Payments account and provide details for verification: Navigate to Settings > Billing and Services. Select Online payments.

Who is the clearinghouse for SimplePractice?

Clearinghouse information

The clearinghouse that SimplePractice works with is Eligible, Inc.

How much does it cost to add a clinician to SimplePractice?

The rate for each additional clinician is $59/month. Practice Managers can be added for $39/mo., while Billers, Schedulers, and Supervisors are free. We do offer referral credit when colleagues sign up for a paid account using your referral link.

Can you email clients through SimplePractice?

There isn't a way to send a mass email to clients via SimplePractice, as it could create a significant risk of HIPAA breach or accidental use. Tip: To communicate with clients in SimplePractice, we recommend Secure Messaging. For more information, see Getting started with Secure Messaging.

How many customers does SimplePractice have?

More than 169,000 practitioners trust SimplePractice to help them run their business, advance in their profession, and increase their capacity to help others, all without sacrificing quality of life or control over managing a private practice.

Does SimplePractice have a patient portal?

SimplePractice's secure Client Portal gives clients the convenience of online booking, and empowers practitioners to take control of their schedules.

How much does SimplePractice cost per month?

SimplePractice Pricing

SimplePractice offers three plans, the Start Plan for $29 per month, the Essential Plan starting at $69 per month and the Plus Plan starting at $99 per month. Visit simplepractice.com/pricing to see what features are available in each plan.

How does SimplePractice work?

What is SimplePractice? SimplePractice is an award-winning practice management platform trusted by more than 169,000 health and wellness practitioners. Our features help streamline the business side of private practice and make care a reality for millions of clients.

Is a clearinghouse the same as a billing agency?

In a sense, a clearinghouse and dental billing company are similar in that they submit insurance claims for you, making sure they are accurate. But a clearinghouse is a software, and when you work with a dental billing company - your claim is being reviewed by a real person.

What is the biggest healthcare clearinghouse?

Emdeon is the nation's largest clearinghouse and is a leading provider of revenue and payment cycle management and clinical information exchange solutions, connecting payers, providers and patients in the U.S. healthcare system.

Why would a provider use a clearinghouse?

Clearinghouses audit bills and claims for errors such as: Missing patient data. Incorrect patient data (misspelled name, wrong birthdate, etc.) Erroneous insurance provider information.

How do I get clients to pay my bills?

How to get customers to pay past due invoices
  1. Send a gentle reminder. ...
  2. Send an updated invoice. ...
  3. Ask why the client isn't paying. ...
  4. Demand payment more firmly. ...
  5. Escalate the situation. ...
  6. Hire a factoring service. ...
  7. Hire a debt collection service. ...
  8. Discuss all costs and payment terms before you begin a project.

What forms of payment does SimplePractice accept?

What payment methods can I accept?
  • Visa, MasterCard, American Express, JCB, Discover, and Diners Club.
  • FSA and HSA cards for client payments.

How do I send a client invoice in SimplePractice?

Creating an invoice from a client's Billing page

To do this: Click Manage next to the uninvoiced appointment. Select Create invoice or Create invoice and add payment if the client has already paid.

What are the two basic methods to submit claims?

In this chapter, we will talk about the two basic methods of submitting health insurance claims, electronic and paper.

What are two 2 advantages of submitting claims electronically?

Benefits of an Electronic Claim Submission System

Handling claims electronically also means that you can cut paper claim related costs such as paper records, storage space, printing, postage, delivery, and staff work. So when you handle claims electronically, you won't really have to worry about hard copies anymore.

What are the disadvantages of using a clearinghouse for electronic claims submission?

Disadvantages can include fees charged by the clearinghouse, potential security risks, and the need to comply with additional regulations and requirements. Providers are not required to use a clearinghouse, but many do as it can streamline the claims submission process and improve efficiency.

Are there 2 types of claims forms?

The two most common claim forms are the CMS-1500 and the UB-04. These two forms look and operate similarly, but they are not interchangeable.