Frequently asked questions

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General Questions

What is SimplePractice?

SimplePractice is a cloud-based, award-winning practice management solution that streamlines the business side of private practice for health and wellness professionals and makes virtual care a reality for millions of clients.

Key features include secure messaging, paperless intake forms, progress notes, insurance claim efiling, a digital client portal, online booking, payment processing, free appointment reminders, and more.

Who is SimplePractice made for?

SimplePractice is for health and wellness professionals in private practice. Although we largely cater to behavioral health practitioners, we’re constantly innovating our platform to meet the unique needs of many different professions.

Today, our community has more than 75,000 practitioners, including therapists, counselors, social workers, speech-language therapists, occupational therapists, physical therapists, dietitians, substance abuse counselors, acupuncturists, chiropractors, and more.

How do I sign up?

Start with a free 30-day trial. There’s no credit card required. You’ll have access to all of the features on the Professional Plan. At the end of the 30 days, you can enroll in one of our paid plans.

I’m currently using a different EHR. Is it easy to switch to SimplePractice?

Yes. Our Switching Team can help you import your data from another system.

Is SimplePractice built for group practices?

Yes, you can add additional clinicians onto the Professional Plan. Learn more about our group features.

How long does it take to set up my SimplePractice account?

You can be up and running in minutes. We’ve made it easy to get started. Add or customize features as you go.

How does SimplePractice work for people outside the United States?

We support US and Canadian currency. Many international customers have found SimplePractice to be a valuable tool for their practice.

Can I export data from SimplePractice?

Yes. You can easily and securely export your practice and client data as often as you like.

Does SimplePractice offer phone support?

Currently, we offer phone support by reservation only. We’re available Monday–Friday 6AM–7PM PT. We do our best to provide timely, thorough, and thoughtful responses to every request within just a few hours during this time.

In addition to online support, you can connect with our team via:

  • One-on-one 30-minute training sessions
  • Video call screen-shares upon request
  • Daily online classes
  • Live Q&A sessions

You can explore the following self-support resources:

  • A robust Help Center with articles, videos, tutorials, and more
  • A thriving SimplePractice Community with 11,000+ practitioners

Why do we prefer online communication?

We’ve found that online support works best for our customers. It’s more efficient.

  • We usually need time to investigate your issue, and don’t want to keep you on hold while we troubleshoot. Email support allows us to quickly get to the bottom of your questions without putting you on hold.
  • Capturing and sharing technical information is difficult over the phone, and useful links and screenshots are easier to share via email.
  • Online support allows us to keep detailed notes in one central place which ensures everything stays organized. Plus, we’ll always have access to your previous requests, so you won’t have to repeat questions.

And it’s faster. With an email question, we’re able to gather technical information for research and troubleshooting purposes in one go. With a phone call, we may need to take down information and follow up with you after we investigate.

Can I offer feedback?

Yes. Add your requests or vote on existing ones on our Ideas & Suggestions board.

Billing Questions

How does your refund policy work?

After your free 30-day trial, there are no contracts, and your subscription is paid on a month-to-month basis. You can cancel at any time, but you are responsible for any charges already incurred. We do not provide refunds.

What 3rd-party credit card processor does SimplePractice use, and what are the fees?

We use Stripe as our PCI-compliant credit card processor. You’ll incur a 2.95% + $0.30 fee per successful transaction. No additional monthly or refund fees. Plus, Stripe is completely integrated into your SimplePractice account.

How much does it cost?

After your free, 30-day trial, choose the best plan for you. Our plans start as low as $39/month. You can change your plan anytime, and there are no contracts or setup fees. To learn more, check out our pricing page.

Are there any hidden fees?

No. Additional costs outside of your monthly plan would be any credit card processing or insurance claim fees you incur. Everything is listed on our pricing page.

Compliance & Security

Is SimplePractice compliant with HIPAA’s security and privacy policies?

Yes, we take your data security seriously. Our security page contains everything about what we do to ensure the safety and integrity of your data.

Is SimplePractice ICD-10 compliant?

Yes. We are fully compliant with the requirements put forth by the Centers for Medicare & Medicaid Services (CMS) in the ICD-10 mandate.

Do you have a Business Associate Agreement?

Yes. By signing up for a free, 30-day trial, you agree to our Business Associate Agreement.

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