Let's talk with Jonathan Q&A responses: February 2026
Thank you to those who joined us for March’s “Let’s Talk with Jonathan” Livestream! We’ve compiled answers to the questions Jonathan flagged for further follow-up below.
We also recorded every product feature suggestion and request mentioned during the session; these have been shared directly with our team for consideration.
March Q&A responses
Below are detailed responses to the questions Jonathan flagged for follow-up during the livestream.
Question: Can we please have the "Restart Autopay" error not come up a million times, once is plenty.
Response: Thanks for bringing this to our attention. We were recently made aware of this issue, and our engineers are actively working to resolve this. If you have additional questions, we recommend submitting an email help request so Customer Support can assist you further.
Question: When creating a statement, is there a way to "edit" the statement like we do with Invoices? I occasionally need to put a note on the statement or bombard the client with all invoices with the necessary messages or notes.
Response: At this time, statements can’t be edited or customized with notes. They’re designed to show a summary of invoices and payments for a selected time period.
Relevant guides:
Question: When will there be functionality to organize shared files/documents in folders? Long never-ending lists of individual documents is tedious and not easy to navigate when looking for things.
Response: It sounds like you may not be enrolled to receive payment reports from both the primary and secondary insurance payers. Double check that this is set up to have payments posted automatically. Below are some guides on how to do so. If you need additional assistance please submit an email help request so that our Insurance team can take a look at your account and advise on next steps.
Guide that explains how to submit payment report enrollments: Submitting enrollments to file claims and receive Payment Reports
Guide that goes into detail about secondary claims: Filing secondary insurance claims
Question: I joined late but submitted a question in advance, not sure if it made its way to you: I've found frustration with suggesting changes and liking other people's suggestions, and noticing that not a single one has been implemented. It just feels like they aren't actually being considered. Which is why I wanted to come today, since you actually have eyes on our questions. A recent suggestion I made was to change the contact form to include an option for "families" as who is seeking treatment. Some of us work with families, but the only options are "myself" or "my partner and myself.”
Response: We use the Ideas & Suggestions board to collect feedback in one place so our team can review requests and understand what's most important to customers. We've also shared this request for a "families" option on the contact form with our Product team internally.
March product feedback & feature requests
The following features were requested during the livestream. Each suggestion has been logged in our internal feedback system and will be reviewed by our product and engineering teams as we continue to shape the future of SimplePractice.
Feature request: It would be helpful if SimplePractice displayed the client’s insurance provider directly in the appointment box. While I can see payment details after clicking into the appointment, having the insurance listed at a glance would improve efficiency.
Feature request: The document list of uploaded template .pdf shows in the master list in order they were uploaded. However, they are not alphabetized. Curiously, when we send the document to a client in their account, the choice of .pdf is alphabetized. It would be extremely helpful to have the master list alphabetized. Moreover, it does not allow even to rename the file.
Feature request: Is there a way for you-all to offer as-needed or consultative billing support, as opposed to an all-or-nothing scenarios?
Feature request: Not totally related to billing, but I would like to see a separate category, scheduling and tracking mechanism for employees / supervisees so as to differentiate them from clients and related reports.
Feature request: Analytics to show future appointments / expected income.
Feature request: Also, it would be extremely helpful if you could make the claims tab for unbilled claims editable. Being able to edit POS, modifier.
Feature request: Any development in progress, so when an appointment is scheduled for a provider, they receive an email or notification?
Feature request: Can we get a client retention report? How a clinician is retaining clients. This is a tool to show us how a given clinician is managing their clients, and speaks to productivity of the given clinician.
Feature request: I really need a secure area for Doctors to submit medical information for referrals.
Feature request: When will there be functionality to organize shared files/documents in folders? Long never-ending lists of individual documents is tedious and not easy to navigate when looking for things.
Feature request: TASKS!!!! I would love to see if this can have a notification on it when something has been sent to me or if something is overdue. That way my eyeballs can see there is something still in there.
Feature request: Will there be an option in AI Notetaker to input the typed summary in simple practice for note conversion vs. having to upload a doc to then create a note?
Feature request: Claim submission time buffer, secondary tertiary submission workflow, adding/removing the modifier from the appointment when changing the location—I have a lot of ideas.
Associated Requests:
https://feedback.simplepractice.com/forums/940474/suggestions/47654600
https://feedback.simplepractice.com/forums/940474/suggestions/47693381
https://feedback.simplepractice.com/forums/940474/suggestions/46408381
Feature request: We need to be alerted when clients go into their portal and change their payment methods and/or insurance.
Feature request: A big part of our workflow is intake coordination. Do you have plans to improve self-scheduling so clients can book their own intake sessions and have all required forms automatically sent and completed beforehand?
Feature request: When billing, our practice has to constantly update the POS from a 10 to 02 when applicable. With only one telehealth location/option available currently in SP, do you foresee an update anytime soon to allow for either 10 or 02 telehealth?
Feature request: Can you make it when we accept an appointment it changes the patient automatically from prospective to active?
Feature request: Is there a way for multi-state clinicians to break down by state for the year, for tax purposes?
Feature request: I'd love to know if there are any plans to redesign the patient statement layout. Many of my clients find them confusing and hard to read, which creates extra back-and-forth on my end. Is this something on the roadmap, and if so, do you have a timeline?
Let’s Talk with Jonathan
Join us every month for “Let’s Talk With Jonathan.” This is a chance to connect with SimplePractice CEO Jonathan Seltzer to hear what’s top of mind for him, ask your questions directly, and help shape what we build next. Check out previous recordings and register for upcoming livestreams here.
How SimplePractice streamlines running your practice
SimplePractice is HIPAA-compliant practice management software with everything you need to run your practice built into the platform—from booking and scheduling to insurance and client billing.
If you’ve been considering switching to an EHR system, SimplePractice empowers you to run a fully paperless practice—so you get more time for the things that matter most to you.
Try SimplePractice free for 30 days. No credit card required.
