Our product team is always working hard to improve SimplePractice. You may not notice all of these updates and enhancements, but each one helps make SimplePractice smoother and easy to use. This past quarter, we released quite a few improvements to our insurance features. In case you missed them, here’s a quick review.
Batch claim filing improvements
It’s always been easy to create and submit a batch of insurance claims using SimplePractice. Sometimes, however, claims wouldn’t get created for certain clients because they were missing necessary insurance info.
Now, if a client is missing info, you’ll see exactly who they are and what info needs to be updated as soon as you try to create the claim. You can then click directly to their page to add the missing info. These improvements make it so much easier to find and fix claim errors, and we’re excited to release them.
Improved insurance provider search
Now it’s much easier to search for an insurance payer name and payer ID. Just start typing into the search box, and you’ll see a list of payers, clearly separated, below.
Easy access to the Session Billing Status report from a client’s Billing page
Now you can jump directly from a client’s billing page to the Session Billing Status Report. No need to go through multiple clicks to the Insights page. This update lets you quickly investigate and solve any billing discrepancies you may find in a client’s profile.
Prior authorization tracking
It just got easier to keep track of your clients’ prior authorizations. Record multiple prior authorization numbers in a client’s profile. We’ll auto-populate these numbers on insurance claims for you, and even remind you before a number expires.
Multiple diagnosis codes on claims and superbills
Now you can add multiple diagnosis codes on insurance claims and superbills. This was a highly requested feature, and we were happy to release it for our customers.
Insurance info display on client Overview page
Now you can see your client’s insurance info right on their Overview page, rather than having to click through to their client info. Having this info handy has already saved customers valuable time when they contact insurance payers.
Insurance claim status indicator on client Billing page
Now you can see claim statuses directly on a client’s billing page. This makes it easier to see whether or not claims have been paid, without having to go into each individual claim.
Fewer claim status emails
Our goal is to keep you informed, but not overwhelmed by the amount of emails that you receive, so we removed some of the claim status emails. Now you’ll get important updates about claims without flooding your inbox.
Stay up to date on all SimplePractice updates and enhancements. Check out our product roadmap.
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