What's new at SimplePractice

Check out our latest product release and updates.

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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.

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More inclusive Race & Ethnicity options

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.”

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File secondary insurance claims

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.

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New reminders added

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.

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Telehealth sound notification

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.

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Downloadable Explanation of Benefits (EOBs)

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.

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Client management for couples

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.

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Telehealth internet quality check

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.

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Treatment plan reminders

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.

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Add a nickname to a client’s credit 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.

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Create assessments for your clients

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.

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Add insurance modifiers to insurance claims automatically

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.

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Manage client insurance information from the mobile app

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.

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Share your screen during a Telehealth 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.

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Enable third parties to view and pay outstanding balances

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.

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Client management for minors

Rejections and Denials – Ask a Biller #9

Dylan and Maggie share key information on how to manage rejected claims.

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Rejections and Denials – Ask a Biller #9

How to Negotiate Your Contracted Rate with Insurance Payers – Ask a Biller #8

Dylan and Maggie provide tips on how to negotiate your contracted rates with insurance payers. See the full episode above, transcript and slides below.

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How to Negotiate Your Contracted Rate with Insurance Payers – Ask a Biller #8

Unit Billing – Ask a Biller #7

Dylan and Maggie answer all of your questions about unit billing (or billing for an appointment in multiple units). See the full episode above, transcript and slides below.

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Unit Billing – Ask a Biller #7

Out-of-Network Billing – Ask a Biller #5

Dylan and Maggie answer all of your questions about billing insurance when you're out-of-network.

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Out-of-Network Billing – Ask a Biller #5

Insurance Payments – Ask A Biller #4

Dylan and Maggie answer all of your questions about insurance payments and common acronyms: EOBs, ERAs, and EFTs. As always, you can check out the full transcript or download the slides below.

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Insurance Payments – Ask A Biller #4

Client Payment Types – Ask A Biller #3

Dylan and Maggie answer all of your questions about client payment types: deductibles, coinsurance, and copays. They mention some great resources, which you can find below.

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Client Payment Types – Ask A Biller #3

Verification of Benefits: Ask a Biller #2

Having trouble verifying your client's benefits? Our third episode of "Ask a Biller" is out! Maggie and Dylan share tips & tricks for calling insurance payers to verify benefits.

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Verification of Benefits: Ask a Biller #2

Enrollments – Ask a Biller #1

This week, Dylan and Maggie covered contracting with insurance companies and the electronic claim and payment processing enrollments. You can see the entire webinar below.

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Enrollments – Ask a Biller #1

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