Frequently Asked Questions
Can’t find an answer? Visit our full Help Center.
What is SimplePractice?
SimplePractice is a cloud-based, award-winning practice management solution that provides the tools for health and wellness professionals to run their practice more efficiently.
Key features include secure messaging, custom paperless intake forms and progress notes, electronic claim filing, superbills, a beautiful client portal for clients to book appointments, access to the template library, free appointment reminders (SMS text, voicemail, or email), billing & invoicing, etc.
Which specialties can use SimplePractice?
SimplePractice was designed for health and wellness professionals in private practice. Our original focus was behavioral health, but since all practices require scheduling, billing, and charting, thousands of customers in other specialties and fields find SimplePractice a great fit for running and growing their businesses.
Our customer-base includes therapists, psychologists, social workers, counselors, speech-language therapists, occupational therapists, physical therapists, dietitians, substance-abuse and addiction counselors, acupuncturists, chiropractors, and more.
How do I sign up?
We’re so confident you’ll love SimplePractice, we offer a 30-day, free trial. There’s no credit card required and you’ll have access to all of our features. At the end of the 30 days, you can upgrade to one of our paid plans, or simply allow your account to expire.
I’m currently using a different tool for practice management, is it easy to switch to SimplePractice?
Absolutely. We can even help you import your data from other systems. Just contact our customer support team to get started.
I’m part of a Group Practice – can we use SimplePractice?
Yes! Learn more about our Group Practice features here.
How much time does it take to get set up on SimplePractice?
You can be up and running in minutes. We’ve made it simple to get started with minimal required information for you to enter. As you use SimplePractice’s features, you can customize as-you-go.
How does SimplePractice work for people outside the United States?
We offer support for currencies in US and Canadian Dollars. Many international customers have found SimplePractice to be a valuable tool for their practice and more international features are coming soon.
Can I export data from SimplePractice?
Of course. You can easily and securely export your practice and client data as often as you like.
Does SimplePractice offer phone support?
Currently, we don’t offer on-demand phone support because we truly believe it wouldn’t be possible to provide the same great support over the phone.
We’re available Monday-Friday 7am-6pm PST. We do our best to provide timely, thorough, and thoughtful responses to every email within just a few hours during this time.
In addition to online support, we also offer the following way to connect with Product or Insurance Specialists:
- One-on-one 30-minute training sessions with an Onboarding Specialist
- Video call screen-shares scheduled upon request at a time that’s convenient for you
- Live Q&A sessions with a Product or Insurance specialist
- Daily online classes
We also have the following self-support resources:
- A robust Help Center with hundreds of helpful articles, guides, troubleshooting tips, video tutorials, and other useful information, organized by topic.
- Access to a thriving SimplePractice Community on Facebook of over 3,000 customers, who share advice and tips for using SimplePractice.
Why do we prefer online communication?
We’ve found that online support works best for our product. Here are some reasons why:
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.
- With an email question, we’re able to gather technical information for research and troubleshooting purposes, providing you with a solution in one contact. With a phone call, we may need to take down information and follow up with you after we investigate.
It allows us to keep prices low.
- Keeping support online allows us to keep our pricing low while maintaining a feature-rich and ever-improving product.
So, we may not be available by phone, but we’re ready and waiting to support you. Have more questions? Get in touch with us.
Can I offer feedback?
Please do! We’re always looking to improve the experience. There’s a Give Us Feedback tab in your account settings where you can submit any thoughts and ideas you may have. Alternatively you can contact us through our Help Center. And thank you in advance.
How do I cancel my subscription?
Within your account settings, there is a link you can use to cancel your account. We make it easy to cancel your account and take your client info with you.
Compliance & Safety
Is SimplePractice compliant with HIPAA’s security and privacy policies?
Yes, security of your account and electronic Patient Health Information (ePHI) is extremely important to us, so we go above and beyond the standard security and privacy requirements. To learn more about our extensive security measures, visit our security page.
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, you can find our BAA here.
How does your refund policy work?
SimplePractice provides a free 30 day trial and is either a month-to-month or year-to-year, pay-as-you-go service and we do not provide refunds. You can cancel the service at any time, but you are responsible for any charges already incurred.
What 3rd Party Credit Card processor does SimplePractice use and what are the fees?
We use Stripe as our PCI compliant secure credit card processor. Stripe charges 2.95% + 30¢ per successful card charge. There are no setup fees, monthly fees, or fees for refunds. You can get started with a Stripe account in under a minute and we have seamlessly integrated Stripe into SimplePractice’s accounting systems.
How much does it cost?
After your 30-day free trial, you can choose the best plan for you and your practice. Our plans start as low as $35/month with an annual subscription, or $39/month if you pay monthly. 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?
Nope, nothing hidden and no nickel and diming you. The only exceptions are fees for credit card processing and insurance claims, which are essentially pass-through fees to the vendors that provide these services.
The most important part of our company is you.
SimplePractice is built for you and supporting your success is one of our top priorities. We strive to provide you with unparalleled support and encourage you to let us know how we can improve our products to serve you better.Check out our help center