Online appointment request enhancements
Now when clients request an appointment online, they can easily see which time slots they can request online versus which ones they have to call to request.
eSignature on progress notes and assessments
Clinicians can now sign progress notes and assessments with the new cursive esignature functionality that includes your credentials.
Your Add Insurance Payments page has a new look
It includes a new Payments Allocated tab, the ability to add a new payment quickly, an enhanced write off feature that calculates both primary and secondary insurance payments, and more.
Filter your clients by insurance payer
Practice Owners, Clinicians, Billers, and Schedulers now have an easy way to search for clients by insurance payer. Go to the Clients & Contacts page to check it out.
Improved text reminders, including confirm or cancel via text message
Text reminders are now easier to customize with simplified language and improved deliverability. And you can opt-in to allow clients to confirm and/or cancel their upcoming appointment via text message.
New and improved client billing overview page
You now have greater flexibility, transparency, and control over your billing. To make sure you’re comfortable with the Client Billing system’s new and improved functionality, you’ll still have access to the ‘Classic View’ until the end of March 2021.
iOS mobile app has been updated to v9.0.0
In this update, the iOS mobile app has an improved navigation bar and new features to simplify your workflow—like the “Today” button to easily navigate back to your current schedule.
Automate your closing pay periods
We’ve just automated the cycle for locking pay periods. To enable this feature, go to your Team Members > Payroll settings. Under Pay Periods, use the dropdown menu to select the Close Pay Periods option that aligns with your practice’s payroll schedule, whether that’s manually (default), weekly, biweekly, semi-monthly, or monthly.
A simpler way to check if a client is active
Easily identify a client’s status with an Active or Inactive badge. Change their status at any time.
Ability to upload insurance cards on the demographic form
The demographic form now includes an intuitive “upload section.” If Insurance is selected in your Client Portal settings, clients can easily upload their insurance cards along with the rest of their demographic information. Clients also have the option to snap a picture of their insurance card and upload it directly from mobile.
A new data export experience for group practices
In addition to exporting data for just one client, you can export data for just one clinician. This allows the account owner to easily create an export file for all the clients that belong to a single primary clinician.
It’s time to meet your new website
Ditch the expensive web developer, avoid the complicated website builder, and upgrade to The Professional Website by SimplePractice. This new feature is free for all customers on the Professional plan until July 2021, then it’s only $15/month.
A better Online Booking experience for minors and couples
Working with new minor and couple clients just got easier. When an individual requests their first appointment, you can choose to let them identify if they are booking an appointment as a parent or guardian for a minor client, a couple, or a caretaker.
Add a personal touch with a profile photo
To add your photo, go to Settings > My Profile, and upload your very own headshot. Once you’ve uploaded and saved your new profile photo, it will show in the top navigation bar of your account.
New viewing options in Telehealth
Telehealth now has more customizable viewing options while you’re on a call, so you can put your focus where it’s needed most. Now, you can hide your self view so your whole screen is dedicated to your client, and you can pin anyone, regardless of who’s speaking. You can also switch easily between Speaker and Grid View while you’re on the call.
SimplePractice is HITRUST CSF® certified
HITRUST is the only certification that aligns 100% with HIPAA and includes security controls for CCPA compliance, an increasingly important distinction in the healthcare space. SimplePractice is the first and only electronic health record (EHR) platform available on the market for private practitioners to achieve HITRUST CSF certification, the highest security standards available in its category.
More inclusive Race & Ethnicity options
Race and ethnicity is no longer separated into two different drop-downs. We’ve now grouped race and ethnicity together to be one field in the Client Info settings, drawing upon the 2020 United States Census to create a more inclusive and accurate selection of options to choose from. This section also includes a free text field for you to add any relevant details about your client’s background—like their country of origin or tribal affiliation.
File secondary insurance claims
This update auto-populates the Payment Report (ERA) data from the primary claim onto the secondary claim, so now you can electronically file both with just a few clicks. If you received a Payment Report (ERA) from the primary claim, all you need to do is click “Create Secondary Claim” and “Submit.”
New reminders added
You'll now receive a reminder to wish your client a happy birthday and when a recurring appointment series is about to end. In addition, MSE/Tx reminders have been updated so that reminders only show up after an appointment.
Telehealth sound notification
Whenever a client joins the video appointment, they’ll be introduced with a delightful “ding”. There will also be a sound notification letting you know when a client leaves the video appointment.
Downloadable Explanation of Benefits (EOBs)
View everything on one, convenient EOB that you can download straight from SimplePractice. You can quickly determine where any unallocated amounts from insurance payments belong. Plus, no more logging into each of the separate insurance companies’ portals to get the information you need.
Client management for couples
Client Management for Couples simplifies how you work with couples by creating a single, unified profile for a couple client that’s independent of their individual profiles. This ensures intake paperwork is sent to both individuals, couples’ information is managed and stored on one joint profile, and Telehealth appointment links are sent to both individuals.
Telehealth internet quality check
Proactively assess the strength of your internet connection prior to joining a Telehealth appointment. If it’s less than excellent, you’ll receive actionable tips to help you problem solve in real-time. Both you and your client will be able to use this.
Treatment plan reminders
When creating or editing a client’s treatment plan, you can set a reminder to review the plan anywhere from 7, to 90, to 365 days later. This way, you won’t have to go through every single one of your clients to make sure their treatment plans meet insurance payer requirements.
Add a nickname to a client’s credit card
Quickly distinguish between multiple credit cards by adding a Card Nickname to each. Navigate to Client Overview > Edit Details > Billing and Insurance > Credit & Debit Cards to edit an existing card.
Create assessments for your clients
Add an Assessment to your client's file that is not tied to an appointment. Similar to Progress Notes and Intake Forms, you’ll be able to create your own Assessment templates using our Template Builder or by selecting a template from our Template Library as an Assessment under your My Notes & Forms settings. The ability to create your own Assessment template is only available to customers on our Professional Plan.
Add insurance modifiers to insurance claims automatically
You can now enable Modifiers under Billing and Services so you can automatically add modifiers to superbills and insurance claims on a client-by-client basis. Once Modifiers are enabled, you’ll can add modifiers from the calendar by clicking a specific appointment or by setting a default service code and modifier for a client on their Billing and Insurance Settings page so it applies to all of their appointments moving forward.
Manage client insurance information from the mobile app
Securely take a photo, upload, and store your client’s insurance card directly from the SimplePractice mobile app. There’s no need for a separate scanner, HIPAA-compliant software, or computer—you can quickly get the information you need from your client, all from the palm of your hand.
Share your screen during a Telehealth session
Screen sharing is the ability to share the images on one computer screen to another person’s screen. This allows you and your client to view the same worksheets or other documents during the session, which encourages clients to participate (so important for those younger clients!) and helps them stay engaged with the session.
Enable third parties to view and pay outstanding balances
If you have a client whose services are paid for by a third party, you now have the flexibility to grant the third party access to the Client Portal. This will allow the third party contact to view and pay outstanding balances for the client through the Client Portal.
Client management for minors
For those of you who work with a minor client that has divorced parents, you’ll be able to give Client Portal access to and collect Consent Documents from both parents. If you’re working with a teenage client, you’ll be able to give them Client Portal access as well as their parents. If you see multiple children from the same family, parents will be able to access information for the whole family in one place.
