June's let's talk with Jonathan livestream
Join Jonathan Seltzer, CEO of SimplePractice, for his July 2026 Q&A focused on real questions, real feedback, and open conversation with our community. We’ve also 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.
July Q&A responses
Below are detailed responses to the questions Jonathan flagged for follow-up during the livestream.
Question: When creating a client profile, can we please take away "prefer not to say" for sex of client - insurance requires sex.
Response: Thank you for the question and feedback, this is currently not a feature we have. Below we have linked the associated user feedback submission. We encourage you to go and upvote it.
Question: Can we please be able to export the insurance payment reports as viewed on the screen, as opposed to export EOB?
Response: Thank you for the question and feedback, this is currently not a feature we have. Below we have linked the associated user feedback submission. We encourage you to go and upvote it.
Question: There are certain "Notifications" that we would like to either remove or separate from an admin standpoint from our scheduling team vs billing team... is the Notifications tab able to be changed based on needs. Being notified of clients upcoming birthdays for example isn't helpful for us, what would be helpful is when a client is about to turn 18 and new intakes are needed.
Response: Thank you for the question and feedback, this is currently not a feature we have. Below we have linked the associated user feedback submission. We encourage you to go and upvote it.
July 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: I love that we can now add notes on claims, but it’s kind of buried. It would be nice if you could see a snippet of the more recent note or something like that when you’re looking at the “claims” section under the insurance tab.
Feature request: Can we please be able to export the insurance payment reports as viewed on the screen, as opposed to export EOB?
Feature request: Need ability to create 2ndary claims automatically after the primary has paid, or for crossover claims need a better way to note that. In the Pt's insurance area you could have a bubble for crossover. Thanks.
Feature request: Can we please be able to search for a client by email and not only phone number/name. Emails are what are use to access the portal and often a client will come back with a different phone number and we will not know they have a profile until an error after creating a client that the email is already associated with another client.
Feature request: Reporting updates have been appreciated. Will you be adding filter options soon? IE: selecting a specific insurance.
Feature request: It would be nice if we could have the patient’s diagnosis codes listed somewhere easily visible in the chart, such as the side panel where the upcoming appointments, communication settings, etc. are located it. It would make doing things like medication prior authorizations easier.
Feature request: We also still really need a process for getting clients set up on Payment Plans and not having to manually track this data externally vs an internal tracking option.
Feature request: Unsure if there is a way to do this, but I have not found it: a filter where we can see which clients do NOT have upcoming sessions so we can reach out to them.
Feature request: Can we have a "sticky" admin memo note for each client that could carry over and be viewed whenever they schedule appointment.
Feature request: I would also love an alert option notification.. instead of a quick notification via the admin note, if a client has a special rule, an alert box could pop up each time the account is opened? EX: Do not bill client DED, working on getting claims reprocessed.. or Only bill MOM's card for copays every other session.
Feature request: Could SP please separate Dx from Tx Plan as there are clinical reasons to do so. AND, it impacts billing if we create Tx plan w/o Dx. The order of doing this with the progress note impacts billing.
Feature request: Alerts are huge! 6 years with simple practice - We Want Alerts!
Feature request: Can we please have the ability to add an attachment of the primary claim to the secondary submission. Most insurances require this and it's taking a lot of extra effort and requires submitting to secondary outside of SP
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.
