SimplePractice

New

Insurance logoInsurance Essentials

Spend 20% less time on billing per week*

Our reimagined insurance experience helps you get set up faster, reduce repetitive work, and keep claims moving. Every practice now gets a simpler way to manage insurance with Insurance Essentials.

Beginning October 1st, pricing for all plans is $0.39/claim.

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Collage of practitioner and shapes

Less work behind every claim

Insurance Essentials helps simplify the work behind insurance. By streamlining everyday billing tasks, it's designed to make your workflow more efficient from start to finish.

“The new billing hub is fantastic. Everything I need is right there in front of me, no digging through individual charts or claims. It saves me easily an hour to an hour and a half every day.”

– Kelly Lindenbaum, LCSW, MFT‑IT

Insurance logoInsurance Essentials

new features & inclusions

Automated ERA setup within SimplePractice

New

Manual mental health coverage checks ($0.15/check)

Updated

Customizable claim settings and rules

New

Simple invoicing

New

Pre-submission error checks

New

Corrected claim workflows

New

Electronic claim submission & reporting ($0.39/check)

Updated

Centralized billing hub

New

Comprehensive help resources and support

Better claim accuracy and filing

Spend less time managing claims with tools that help prevent errors and simplify corrections.

Claim rule automation

New

Customizable claim settings and rules

Get time back in your day by setting claim rules once and having them apply automatically to all future claims.

Create claim modal

Updated

Electronic claim submission and filing

Easily submit and track claims in one place, stay up to date on their status, and rely on the stability of multiple clearinghouses.

Error checks "action required" banner

New

Pre-submission error checks

Reduce rejected claims with built-in error checks that catch common issues before you submit.

Corrected claim view

New

Corrected claim workflows

Simplify the work behind every claim with a workflow that makes it easy to fix and resubmit denied or rejected claims without starting over.

Streamlined billing and payments

Bring billing and payments together in one centralized workflow, so it's easier to stay organized and take action.

Billing overview screen

New

Centralized billing hub

Spend less time switching between screens with a centralized hub that surfaces what needs your attention, tracks claims, and keeps payments moving.

Invoice creation form

New

Simple Invoicing

Get paid faster with a single invoice for each appointment that automatically reflects any billing updates.

Insurance payment report

New

Automated ERA setup within SimplePractice

Make getting started faster and easier by enrolling in ERA automatically with a streamlined setup process.

Insurance status check screen

Updated

Manual mental health coverage checks

Help avoid billing surprises by verifying a client's mental health insurance coverage before their appointment. Available for $0.15 per check.

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Computer with billing screen

New

Insurance logoInsurance Navigator

Insurance Navigator combines smart billing tools with direct phone access to Insurance Specialists. Whether you’re setting up a payer, interpreting a rejected claim, or reconciling payments, get the guidance you need to move forward with confidence.


Want early access to Insurance Navigator? Join the waitlist for a free 30‑day trial.

Person on couch talking to specialist
Phone connection to specialist
Direct phone access button
Phone connection to specialist
Person on couch talking to specialist
Phone connection to specialist
Direct phone access button
Phone connection to specialist

FAQs

Go to Help Center

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