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 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.
Streamlined billing and payments
Bring billing and payments together in one centralized workflow, so it's easier to stay organized and take action.
“I really like the new billing hub. It’s nice to have everything in one place to see who’s paid and who hasn’t. I used to spend an hour or two at the end of each day going back and forth between charts to find this information. Now it only takes me 20 minutes.”
“It’s nice when you can see the mental health coverage information like the co-pay, deductible, and how much they have out of pocket, all at a glance while you’re looking at a patient’s chart. If there are any issues with benefits, this helps me to problem solve more quickly. I’d say it saves me an hour or two every week.”
“The billing rule saves a lot of time. Before this I was going into every non-Medicaid claim and having to edit them whenever it was a telehealth appointment, which took a significant amount of time. Now I am confident that I can just submit it and it will make those corrections for me."
"The new claim rules feature is an absolute game changer for all of our supervised clinicians. I had to manually edit every client profile for our supervised clinicians to ensure the correct modifier was applied. Now, this rule runs automatically, saving me time each week and eliminating billing errors.”
Dana Jones
LPC
Lydia Zarrella-Timmerman
Psy.D.
Mendy Greenberg
LISW
NICOLE OLSON
CLINIC MANAGER
New
Insurance 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.
Proudly made in Santa Monica, CA © 2026 SimplePractice, LLC
Proudly made in Santa Monica, CA © 2026
SimplePractice, LLC