More inclusive Race & Ethnicity options
Race and ethnicity is no longer separated into two different drop-downs. We’ve now grouped race and ethnicity together to be one field in the Client Info settings, drawing upon the 2020 United States Census to create a more inclusive and accurate selection of options to choose from. This section also includes a free text field for you to add any relevant details about your client’s background—like their country of origin or tribal affiliation.
File secondary insurance claims
This update auto-populates the Payment Report (ERA) data from the primary claim onto the secondary claim, so now you can electronically file both with just a few clicks. If you received a Payment Report (ERA) from the primary claim, all you need to do is click “Create Secondary Claim” and “Submit.”
New reminders added
You'll now receive a reminder to wish your client a happy birthday and when a recurring appointment series is about to end. In addition, MSE/Tx reminders have been updated so that reminders only show up after an appointment.
Telehealth sound notification
Whenever a client joins the video appointment, they’ll be introduced with a delightful “ding”. There will also be a sound notification letting you know when a client leaves the video appointment.
Downloadable Explanation of Benefits (EOBs)
View everything on one, convenient EOB that you can download straight from SimplePractice. You can quickly determine where any unallocated amounts from insurance payments belong. Plus, no more logging into each of the separate insurance companies’ portals to get the information you need.
Client management for couples
Client Management for Couples simplifies how you work with couples by creating a single, unified profile for a couple client that’s independent of their individual profiles. This ensures intake paperwork is sent to both individuals, couples’ information is managed and stored on one joint profile, and Telehealth appointment links are sent to both individuals.
Telehealth internet quality check
Proactively assess the strength of your internet connection prior to joining a Telehealth appointment. If it’s less than excellent, you’ll receive actionable tips to help you problem solve in real-time. Both you and your client will be able to use this.
Treatment plan reminders
When creating or editing a client’s treatment plan, you can set a reminder to review the plan anywhere from 7, to 90, to 365 days later. This way, you won’t have to go through every single one of your clients to make sure their treatment plans meet insurance payer requirements.
Add a nickname to a client’s credit card
Quickly distinguish between multiple credit cards by adding a Card Nickname to each. Navigate to Client Overview > Edit Details > Billing and Insurance > Credit & Debit Cards to edit an existing card.
Create assessments for your clients
Add an Assessment to your client's file that is not tied to an appointment. Similar to Progress Notes and Intake Forms, you’ll be able to create your own Assessment templates using our Template Builder or by selecting a template from our Template Library as an Assessment under your My Notes & Forms settings. The ability to create your own Assessment template is only available to customers on our Professional Plan.
Add insurance modifiers to insurance claims automatically
You can now enable Modifiers under Billing and Services so you can automatically add modifiers to superbills and insurance claims on a client-by-client basis. Once Modifiers are enabled, you’ll can add modifiers from the calendar by clicking a specific appointment or by setting a default service code and modifier for a client on their Billing and Insurance Settings page so it applies to all of their appointments moving forward.
Manage client insurance information from the mobile app
Securely take a photo, upload, and store your client’s insurance card directly from the SimplePractice mobile app. There’s no need for a separate scanner, HIPAA-compliant software, or computer—you can quickly get the information you need from your client, all from the palm of your hand.
Share your screen during a Telehealth session
Screen sharing is the ability to share the images on one computer screen to another person’s screen. This allows you and your client to view the same worksheets or other documents during the session, which encourages clients to participate (so important for those younger clients!) and helps them stay engaged with the session.
Enable third parties to view and pay outstanding balances
If you have a client whose services are paid for by a third party, you now have the flexibility to grant the third party access to the Client Portal. This will allow the third party contact to view and pay outstanding balances for the client through the Client Portal.
Client management for minors
For those of you who work with a minor client that has divorced parents, you’ll be able to give Client Portal access to and collect Consent Documents from both parents. If you’re working with a teenage client, you’ll be able to give them Client Portal access as well as their parents. If you see multiple children from the same family, parents will be able to access information for the whole family in one place.
Rejections and Denials – Ask a Biller #9
Dylan and Maggie share key information on how to manage rejected claims.
How to Negotiate Your Contracted Rate with Insurance Payers – Ask a Biller #8
Dylan and Maggie provide tips on how to negotiate your contracted rates with insurance payers. See the full episode above, transcript and slides below.
Unit Billing – Ask a Biller #7
Dylan and Maggie answer all of your questions about unit billing (or billing for an appointment in multiple units). See the full episode above, transcript and slides below.
Out-of-Network Billing – Ask a Biller #5
Dylan and Maggie answer all of your questions about billing insurance when you're out-of-network.
Insurance Payments – Ask A Biller #4
Dylan and Maggie answer all of your questions about insurance payments and common acronyms: EOBs, ERAs, and EFTs. As always, you can check out the full transcript or download the slides below.
Client Payment Types – Ask A Biller #3
Dylan and Maggie answer all of your questions about client payment types: deductibles, coinsurance, and copays. They mention some great resources, which you can find below.
Verification of Benefits: Ask a Biller #2
Having trouble verifying your client's benefits? Our third episode of "Ask a Biller" is out! Maggie and Dylan share tips & tricks for calling insurance payers to verify benefits.