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 90,000 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.

Can I migrate my data from another system?

Yes. Our Switching Team is happy to help with data migration.

Can I schedule appointment reminders for my clients?

Yes you can. You can opt your clients in to receive these automatically for upcoming appointments, and you can also notify them when their appointment changes.

Can I send automated appointment reminders?

Yes, and they are free. You can easily send automated email, text, and voice reminders to your clients.

Can I upload my own forms into SimplePractice?

Yes, you can upload these into SimplePractice. However, your clients won’t be able to fill them out. But you can customized forms, intake paperwork, questionnaires, progress notes, and assessments in SimplePractice.

Can we migrate our data from another system to SimplePractice?

Absolutely! We have a free, dedicated team to help you and your practice out with this process.

Can the software track supervisors signing off on notes or forms?

Yes, supervisors are able to sign notes for their supervisees. These actions (both pending and completed notes) also easily trackable in SimplePractice.

Do you have a Business Associate Agreement?

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

Do you have some examples of informed consent documents?

Here are a few sample consent forms collected from various online sources. These are for informational purposes only, so it is your responsibility as the provider to update the content to meet your specific states’ requirements.

How do I get help?

Our Help Center includes video tutorials, guides, and other support articles. We also offer email support, live chat, and phone or video screen-share sessions by appointment.

How does state licensure work?

Clinicians must be licensed in each state in which they want to provide telehealth services.

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.

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.

Is there a client portal for clients to schedule and submit intake forms?

Every SimplePractice account comes with a free, HIPAA-compliant Client Portal. Here your clients can pay bills, sign paperwork, manage their appointments, and message you securely.

What happens if I leave SimplePractice for any reason?

When you decide to cancel your SimplePractice account, you can export all your data before leave. Once you fully cancel your account, all your data and PHI is fully deleted to ensure data security.

What is the cost for appointment reminders in SimplePractice?

Nothing, they are free. You can send unlimited email, text, and voice reminders to your clients with SimplePractice.

What notifications do my clients receive?

Your clients can receive appointment reminders (via email, phone or text), new secure messages, billing statements, as well as intake paperwork that you share with them. These are always free of charge with SimplePractice.

What type of practitioners use SimplePractice?

Over 90,000 behavioral therapists, marriage & family therapists, speech-language pathologists, chiropractors, massage therapists, and many more run their private practice with SimplePractice.

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.

Are there any other fees?

There are added fees if you process online payments, file electronic insurance claims, or use telehealth video sessions.

Are there any upfront costs?

Nope. You can start using all our great features during your trial with no cost or obligation. No payment information is needed until you decide to continue.

Can I change my plan later?

Yes. You are in control of which plan you use, and you can change at any time.

Can I pay by check or other forms of payment?

Your monthly costs for SimplePractice can be paid with any credit or debit card, but we don’t accept checks or other forms of payment.

Do I have to sign a long term contract?

No, there are no contracts with SimplePractice. You can change your plan and add-ons anytime, as well as cancel anytime you want to.

How does billing for telehealth work?

When billing insurance, we recommend that you always check with the individual insurance payer to determine whether telehealth services are covered and, if they are, which codes or modifier should be used for different types of services.

It’s very important to check directly with the insurance payer because coverage for telehealth services is constantly changing.

How much does Telehealth cost?

Telehealth by SimplePractice costs $10/month/clinician and is only available on the Professional Plan. So you’re all-in monthly cost as a solo practitioner would be $69 ($59 + $10).

What is the cost for appointment reminders in SimplePractice?

Nothing, they are free. You can send unlimited email, text, and voice reminders to your clients with SimplePractice.

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.

Can I export my data?

Yes, you absolutely can. You can export one client, or all clients, and select whether to password protect your exports. SimplePractice will email you when you exported data is ready to download.

How does SimplePractice keep my information safe?

All of your SimplePractice account information is safely stored with bank-level data encryption technologies. Read more about our security practices now.

What happens if I leave SimplePractice for any reason?

When you decide to cancel your SimplePractice account, you can export all your data before leave. Once you fully cancel your account, all your data and PHI is fully deleted to ensure data security.

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