Every day, Simplee wires the settled funds from the previous day to every provider. You can use the ACH Transfers tab to view the payments that have been made, settled, and transferred. Keep in mind this report shows funds that were already sent to your facility – not payments that were just collected that day.
If you do not see the ACH Transfers tab in your account, ask your admin to give you access.
- Each batch has a number and date. Since it takes a payment a couple days to settle and be transferred from the patient’s bank to Simplee, you will see a delay of a few days between a payment date and batch date.
- Refunds, returned checks, chargebacks, and any other credits back to the patient will be shown under Total Debit.
- If a customer support name is not shown, this means the payment was made online through self-service.
- You can print or download any batch into Excel.
