Building SimplePractice through a clinical lens
Running a private practice comes with enough clinical weight without administrative roadblocks getting in the way. In this month's let's talk livestream, SimplePractice CEO Jonathan Seltzer addresses the questions clinicians care about most: navigating the rise of venture-backed platforms like Alma and Headway, the ethical use of AI in therapy, and upcoming product improvements for secondary claim filing, multi-provider scheduling, and practice billing.
Jonathan is also joined by Senior Customer Success Manager Jordan DeSimone and Director of Revenue Operations Dylan O'Hare.
Let's talk with Jonathan follow up: October 2026
Thank you to those who joined us for October’s “Let’s Talk with Jonathan” Livestream! We’ve recorded every product feature suggestion and request mentioned during the session. 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.
October’s 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 wonderful if the system would allow us to team members to an event on the calendar so when we schedule a meeting or event we do not have to individually type up an event for each member
Feature request: Could we consider updating the process of adding a minor and their contact? It seems that there are frequent errors thrown of duplicate emails/ contacts and so on. Maybe there could be a better way to streamline? Especially when I have people working under me and we see in the same family clients. Thanks so much.
Feature request: 2nd claims should file automatically once primary EOB posts and applies resp to client, balance should also remain under ins vs client if 2nd ins
Feature request: Can admins have the ability to sync calendars please?? Right now, calendar sync is only for clinicians. Us admin and billers would benefit from syncing their practice events and meetings into other management calendars
Feature request: It would also be great if SP would update us automatically for clients turning 18, 26 and 65 to ensure ins and intake docs get updated along with portal access for minors that are now adults
Feature request: Would like to be able to generate a report by CPT code. I know I can run a report and go through manually and count specific cpt codes but that is tedious and time consuming. For instance how many 90791s per provider in a given time period.
Feature request: Can we get a family profile? I have a 3 adult family in treating. I'm currently logging it in SP as a group session, 90847, and I bill the one family member's insurance who is also the IP. Now we have a 90846 (family session without IP present coming up). I'm wondering how I can bill this family using the IP's insurance but they won't be added to the group session... It's getting hard to keep track of this. Lol
Feature request: Would like to see more professional formatting in letter templates. These letters are sent to professional organizations and the spacing is off. For instance double spacing in the closing of a letter instead of single spacing.
Feature request: I know that we can cancel appointments from the calendar using cancel or clinician cancel (which sends a notification to the client) can we please get an Admin Cancel that would also send a notification to client but not count against the clinician cancel rate.
Feature request: I am a family therapist. Is there a way for you to create a "family" client. I have been limited to 2 people as a "couple." Can several individuals receive the billing?
Feature request: Can we add more drop downs on the client page, i.e., DX Code, DX/TP Date, Other Documents - CCA Date
Feature request: Can you please add discharge summary to AI note taker, just as we are able to do treatment planning?
Feature request: Hello, thanks for consistently hosting these chats. Can we get a delete option in the list of appointments to file a claim? I use other platforms to submit some claims like Availty directly and Alma. And because the client is using insurance and I want to track insurance payments, their sessions remain on the "need to file a claim" list. Can we have an option to delete?
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.
