SimplePractice Review

If you’re a busy mental-health professional, not only do you need to take care of your patients, but you also need a way to stay on top of the administrative side of your business. One way to do this is by utilizing software that can help automate tasks for you. This article will discuss SimplePractice, the ultimate health and wellness management software that offers much more than just billing! We’ll break down everything you need to know to help you decide if this is the right investment for your business.

Table Of Contents

What Is SimplePractice?

SimplePractice is a HIPAA-compliant practice management system that offers a range of customizable options to fit your needs. The software is designed for use by small and medium-sized practices, as well as larger multi-practice corporations such as healthcare systems and medical groups.

SimplePractice dashboard screenshot

It was originally created by Howard Spector in 2012, who was inspired to develop a solution for his own practice. While trying out other options, he quickly realized that there didn’t seem to be any software products available on the market that could meet all of his needs as an owner and therapist.

This software has grown to help thousands of customers in various mental health fields, from therapists and social workers to occupational therapists and substance abuse counselors. The Simplepractice platform allows practitioners to manage their clientele, bill their clients, and create forms to make onboarding and client management a breeze.

Pros and Cons


  • Ability to upload your own business documents for your clients
  • Create forms from scratch to gather important client data
  • Scheduling, Billing, and Invoicing are available


  • No ability to split payments or pay partial balances
  • Slow customer service

Ease of Use

The SimplePractice platform is designed with busy mental health professionals in mind. It is made to be easily navigable, even by those unfamiliar with technology or software products.

The dashboard is intuitive and easy to use right off the bat, giving you access to all of your clients’ information at once so that you can quickly see what’s happening in each case without having to search through different screens or files just for billing purposes. You’ll also find features like Client Contact Tracker, which helps keep track of important dates related to client care, such as check-ins over time, insurance declines, and more.

Upon registration, you’ll immediately be prompted to the tutorial and information section of the portal to learn how to get started using the application. From there, you’ll have access to the knowledge base to learn more about all of the available tools for your practice.

SimplePractice also offers free webinars and e-books to help busy mental health professionals like yourself keep up with changes in the industry without having to take time away from your current work schedule.

SimplePractice reminders screenshot

Support and Customer Service

There are tons of support options available through the SimplePractice platform. First, you’re able to look through the Knowledge base and FAQ forum to find videos, written answers and interact with other product users to find the answers to your questions. Most likely, the topic you’re interested in learning more about has already been covered in one of the knowledge base posts.

If you’re unable to find support through one of those avenues, you can contact phone support, e-mail their help desk, or use their live chat features. However, these contact avenues have been reported as being generally slow, taking between 24-48 hours to receive an answer to any questions you might have.


There are two different pricing tiers available through SimplePractice, including the Essential Plan and the Professional Plan.

SimplePractice pricing screenshot

The essential plan is $39 per month, and it’s designed for clinicians who are just starting out in their business and need some management help. With this plan, you’ll be able to add unlimited clients, have access to the client portal, use paperless intakes, upload diagnosis and treatment plans, seen appointment reminders, and take online payments.

The professional plan is designed for clinicians who are consistently growing or have a consistent practice and need more tools to manage it. This plan costs $59 per month. You can even add on multiple clinicians as needed. With this package, you’ll receive everything from the Essential package plus custom templates, online appointment requests, appointment request widgets, custom appointment reminders, secure messaging, admin notes, claim filing and payment report tools, free billers and schedulers, professional website, and Wiley planners.

The plans include add-on customization to help fit your business needs, including:

  • Add-on clinicians for $39 per clinician
  • Telehealth appointments for $10 per month per clinician
  • Auto-populate and batch process Insurance claims for 0.25 per claim

If you’re not ready to commit to either plan just yet, you’re able to sign up for a 30-day free trial to make sure that this is the right platform for your business. Simply enter your credit card information to start the trial. You’ll be able to cancel anytime if you don’t enjoy the service or upgrade to one of the complete plans.

Tools and Features

In this section, we’ll cover some of the top features of the SimplePractice management software.

Client Onboarding

With the client onboarding module, you’ll be able to save time and ensure that your clients have a consistent intake across all of their sessions. This way, if any issues arise during processing for payment or other purposes, it’s easy to pull up because everything has been saved in one place from day one.

SimplePractice create client screenshot

As a business owner, it’s simple to add new clients to your practice. Simply enter their name, billing type, contact information, and referral source. Once you save this information, it will allow you to attach intake documents and send a personalized e-mail to your clients to help them sign up for their accounts. You can even save these customized templates to make it a fast procedure to add new clients. Once they sign up, they can sign documents, pay bills, and even message through this secure platform.

Client Portal

On the client side, the client portal is a huge feature of the SimplePractice platform, allowing them to sign the documents that you upload on their behalf, as well as input their billing information, upload their insurance information, view invoices, and send messages directly to their practitioner.

In addition, they’ll be able to make and manage appointments with ease through this secure platform. If, for some reason, a client needs to reschedule or cancel an appointment, it’s easy enough for them to complete these tasks themselves without calling in and potentially taking up more of your time!

Reporting And Statistics

The reporting and analytics are beneficial for any medical business. For example, you’ll be able to see when clients sign up, how many appointments they’ve made in a given month or year when their payment has been received, the number of sessions that have taken place over time with average rates per session. Plus, you’ll have access to all of your billing information, including invoices sent out versus paid in full within 30 days, total revenue earned by date range/client name/billing type, and more.

These reports can help you understand how often people use your services and even help you identify clients that might need to be contacted to schedule another appointment or may have fallen off your radar.

You can even use the reporting feature to batch report insurance claims which can help the paperwork side of your business decrease significantly.

Messaging And Secure Documents

The secure messaging module is excellent because this feature will allow both patients and practitioners alike to privately communicate through their account on SimplePractice versus using other forms of communication like phone calls or text messages. The documents are also transmitted securely. You’ll be able to upload documents like e-signatures, intake forms, service agreements, insurance benefits information, and more through this feature.

Plus, if you ever need to pull up client information or past conversations, everything is kept in one place for easy access or to remind yourself where you last left off with a client.


The scheduling module is another great feature of the SimplePractice platform. This way, you can keep your schedule full and not have to worry about manually finding appointments or sending out reminders by e-mail or text message.

When clients sign up for an account with their practitioner, they’ll be able to choose a time that works best for them on any given day based on availability during intake information entry. Once this has been completed, the scheduler will send confirmation messages directly through SimplePractice and automatically add the appointment to each person’s schedule. Plus, patients will receive e-mail and text reminders at no extra charge.

SimplePractice scheduling screenshot

The calendar will easily sync with any calendar application you may already use, including Outlook, Google Calendar, or even iCal, allowing you and your clients to ensure that appointments are never missed.

Billing and Invoicing System

SimplePractice invoice screenshot

The billing and invoicing system is another excellent feature that can save you time. You’ll be able to:

  • Create an invoice for clients
  • Track payment history
  • Print patient receipts
  • Send statements/bills through e-mail
  • Keep track of cash payments versus checks versus credit card transactions over a certain period
  • View past invoices sent out versus paid in full within 30 days after the client has submitted them 
  • Automatically take payment from PayPal account

Charting Capability

SimplePractice client information screenshot

The charting capability is another feature that can save you time and improve your workflow. Once a session has been completed, you’ll be able to create an intake form with space for demographic information, medical history, psychosocial stressors, or any other health information. This way, you won’t have to ask these same questions repeatedly when they come back regularly, increasing efficiency and productivity on both ends of the equation.

Telehealth Capabilities

If you’re in an area where telehealth is allowed by law, this module has some great options. You’ll be able to offer your clients the ability to see a doctor over their computer with video chat capabilities or even through text messages if they prefer that rather than talking on the phone. Plus, since everything can be done online using SimplePractice’s secure platform, it makes things more accessible and comfortable for both parties involved when scheduling appointments.

Professional Website Add On

SimplePractice website screenshot

The professional website add-on is another excellent tool that comes with this software. Your own personal website will appear on the home page of your SimplePractice account once it’s been created, making you look like a more established and trustworthy practitioner in front of potential clients or patients. With this easy-to-use, professional website editor, you’ll be able to have a beautiful homepage set up in no time without needing to learn how to code.

Should You use SimplePractice?

The answer is yes! If you’re a mental health practitioner and need a way to manage your clients with an affordable, easy-to-use system, you’ll want to check out SimplePractice management software.

It has so many great benefits and features that it will save you time, improve your workflow, and increase productivity. If you’re not sure if this software would be suitable for you or how to use the modules properly, ask an expert at SimplePractice who can assist with any questions or concerns prior to implementing a new program into your practice. Plus, you can always sign up for a free trial to test the program with no commitment.

However, if you need consistent help or contact with SimplePractice, this might not be the application for you. As mentioned, while there are tons of support materials, including the knowledge base and forum, there isn’t always a chat support agent available 24 hours a day. However, you’ll always get an answer within 24-48 hours once you submit your question or immediately if you call during business hours.


SimplePractice is a great software that you’ll really enjoy using to improve your workflow and productivity. There are so many features and modules available for whatever type of practice or specialty you have to help streamline everything even more. You can easily use this application with multiple clients at once without any stress, making it an ideal system for those who want to spend more time with their clients and less time with administrative work.

So if you’re currently working with another platform or considering switching over, then be sure to check out SimplePractice today! They offer free trials, so sign up now for unlimited access before deciding if this management software version is suitable for your needs. After all, there’s nothing to lose.