SimplePractice and Elevance Health Integration for Insurance Verification
Automate insurance eligibility verification in seconds with Magical's AI agent platform
Connect your apps with ease
How to Integrate SimplePractice with Elevance Health: A Step-by-Step Guide
Magical's AI agent platform seamlessly connects SimplePractice with Elevance Health for automated insurance verification workflows. In this guide, we'll show you how healthcare administrators use Magical to streamline eligibility checks and reduce administrative burden – no coding or complex integrations required.
More SimplePractice integrations with Magical
What SimplePractice Data Can You Transfer
Magical enables you to transfer a wide array of data from SimplePractice to Elevance Health. Here are some examples of the information you can extract:
Patient First Name
Patient Last Name
Date of Birth
Patient ID
And move more types of information by creating your own custom labels.
How to integrate SimplePractice and Elevance Health for insurance verification
With Magical's AI Employees and Agents, you can now automate the entire data transfer process between SimplePractice and Elevance Health—without manual copy-paste, integrations, or IT support. Here's how it works:
Connect your systems: Your AI Deployment Engineer will securely connect to SimplePractice and Elevance Health through your existing user credentials or APIs—no complex setup required.
Define the workflow: Together, you'll identify the data elements that need to move (e.g., patient demographics, eligibility details, authorizations, or treatment summaries). Magical's AI Employees learn how your team performs this process, learns edge cases, and maps the end-to-end workflow accordingly.
AI Employees take over: Once configured, Magical's AI Employees log into SimplePractice, extract the necessary data, and input it into the correct Elevance Health fields—accurately and in real time.
Monitor performance transparently: Every automation run is tracked and scored by AI Judges, so you can see what happened, when, and how accurately. You'll always know the health of your automation and can review full audit logs at any time.
Scale to more workflows: After deployment, your AI Employees can be easily cloned or adapted to handle additional payer portals, EHRs, or workflow variations—without needing to rebuild from scratch.
About SimplePractice and Elevance Health
Efficient healthcare operations are crucial to maintaining smooth workflows. SimplePractice is a comprehensive practice management platform and Elevance Health is a robust insurance portal. By leveraging Magical, you can easily move information from SimplePractice to Elevance Health, allowing you to focus on improving patient care and operational efficiency.
Other ways to connect SimplePractice and Elevance Health
Using Integration Platforms like Redox or Mulesoft for automatic data transfer
Using APIs by directly utilizing their respective APIs for real-time insights
Using HL7 Interface for automated workflows between healthcare systems
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
