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SimplePractice Product Roadmap

At SimplePractice, we are dedicated to helping customers build successful practices. In addition to notable feature updates, we also release multiple smaller releases covering the entire product to make SimplePractice smoother and easier for customers to use.

This summary shows what's currently on our roadmap to improve the product for all of our customers. Check this often to see what's coming up.

Please note that priorities may change, as the nature of technology and the needs of our community require us to be nimble. We'll keep you posted!

In Progress:

  • Display both the clearinghouse and the payer reference numbers for claims
  • Preview your clients' experience in the Client Portal through a video
  • Allow clinicians to send the Telehealth link ad hoc
  • Enter insurance adjustments manually
  • Allowing billing by units for service codes and insurance claim forms
  • Allowing multiple CPT codes for a single session
  • Allowing multiple add-on codes for a single session
  • Improvements to management of clients in the Client Portal (for parents, guardians)
  • More structured notes in the mobile apps
  • Payments Received by Clinicians Insights report update to better reflect pay periods
  • Providing more note and form templates 

Highlights of Recent Updates:

  • July 2018
    • You can now choose which appointments you want to include when creating/submitting a batch of claims
    • If you delete a client, your Activity log will now display the name of the client to avoid any confusion
  • June 2018
    • Improved flow for granting new clients access to the Client Portal: Now Client Portal invitations are sent to new clients upon appointment approval, instead of right after they send a request
    • The Booking Widget not longer displays fees
    • Launched our Community Forum
  • May 2018
    • Improving the usability of the calendar view in the iOS app
    • Adding the ability to accept or deny client appointment requests with your phone
    • Fully integrated Telehealth video feature
    • Ability to enter a Billing-only address for invoices, claims and superbills 
    • Intake forms now display custom names
    • Improvements to the Billing Insurance Payments page for adding insurance payments
    • Secure Messaging available in both iOS and Android mobile apps
    • Superbills now show both individual and organization NPI numbers if available
  • April 2018
    • Changed "Therapy" to "Appointment" for events if your SimplePractice account is synced with Google Calendar
  • March 2018
    • Better visibility of errors during claim filing creation for clients
    • Insurance authorization tracking
    • Reduced the amount of insurance claim processing status emails sent--no longer sending Accepted, Payment pending, More info required. You will STILL be receiving these types of status emails: Paid, Denied, Deductible, Rejected
    • Easier to see days of the week on the Calendar Flyout when scheduling recurring appointments
    • View the last 50 recently-viewed clients on a new filter option on the Clients page
    • iOS and Android apps updated to make your account even more secure, as well as improvements and bug fixes
  • February 2018
    • +Create button reordered to reflect most popular actions (create appointment, session, add availability)
    • Now you can print out form with a signature for clients who want a printed form to sign
    • Adding more ways to create form elements for your notes and forms, including an e-signature field so you can create Release of Information forms (ROI)
    • Claim creation improvements to consider errors with diagnosis code
    • Updated UI for the Clients and Contacts list with search and new filters
    • Visual indicator when an insurance claim is rejected or denied from the client's Billing page (an icon will appear as of 2/5/18 for claims in that status)
    • Easily accessible link to the useful Session Billing Status report
    • Standardized credit card charging language on Online Booking and Client Portal: "Reserve your appointment with a card A credit card is required to hold your appointment. You are not being charged now."
    • UI improvement for readability of Tooltips (the "i" icon)
  • January 2018
    • Signed notes sent to Supervisors can now be edited after review
    • Allowing for multiple diagnosis codes on claims and superbills
    • Adding a Notes & Forms Template Library where you can store all your custom notes and forms
    • UI improvements to Insurance provider search - Now, easier to search for a name and payer ID!
    • Email notifying you if you earned a $50 referral credit for recommending SimplePractice to a colleague who signed up for a subscription
    • Easier way to access Secure Messaging for a specific client 
    • Client Portal design improvements
    • Improved preview view for notes and forms
    • Updates to the calendar flyout for clearer Billing and Insurance information
    • "Delightful" confirmation with quote after sending documents to a client.
    • Year-end tax report for 2017
  • December 2017 
    • Fingerprint ID in the Android app for devices with that ability
    • Tap to call clients easily in the iOS app
    • Improvements to Secure Messaging scrolling and message history
    • Design improvements to the Online Booking feature
  • November 2017
    • Better visibility of calendar shading for unavailable times
    • Bug fix for Block Off time
    • Client insurance information displayed in right sidebar
    • Mental Status Exams ability to change date and time
  • October 2017
    • Secure Messaging "read" receipts in messages for clinicians to see
    • Text and Email Message - Client Opt Out option
    • Improvements for availability scheduling using Service Duration and Block off times 
    • Booking Widget launched
    • Improved visibility of Note Lock / Edit & Delete links
    • Give $50, Get $50 referral for iOS and Android apps
    • More Client details in header: DOB, Gender, Age
    • Insurance processing usability improvements
  • September 2017
    • Stripe card improvements
    • Insurance processing usability improvements
    • Secure Messaging launched
  • July 2017
    • Dynamic type released on iOS
    • Improved all-day appointments in iPhone app
  • June 2017
    • Notes and forms template preview
    • Initial balance improvement
    • Appointment Reminder Improvement: Added a new character counter for text message appointment reminders, so you can see if your message will fit into one text or two. We also shortened the date macro so that displays as “6/8” instead of “Thursday, June 8th.”
    • Printed Notes: When you print a note for a couples’ session, it will now list names for both members of the couple, saving you time and paper.
    • Comprehensive Data Export: The export is now faster with the added ability to Export a Single Client’s File. We’ve also added insurance info—so a client’s insurance information and claim data is included with all exports.
    • Billing Transactions Export: Now includes the sum total of payments right on the spreadsheet.
    • Insurance Billing Language Change: We updated the language on our Billing Information settings page, to make insurance claim charges easier to understand.
    • You can see exactly what you’ve billed and how many claims you have remaining if you’re using a package.  
    • Billing Fields: When you click on any field that contains a dollar amount in SimplePractice, the entire field is now highlighted, making it easier to type and make changes.
    • Improved Batch Claim Filing: Previously, you needed to have at least one claim accepted before sessions for New Clients that were included in your list of Unbilled Sessions.
    • All unbilled insurance sessions are included, so you can get started filing multiple claims right away.
    • Previous Note Improvement: The circular arrow symbol from our progress notes was removed, and was replaced with a “Load Previous Note” button.
  • May 2017
    • 2-way Google Calendar Sync
    • Access levels for clinicians in group practices
    • Added Business Documents - a new page you can find in your Settings menu in the Administration section, where you can safely and securely store your license, lease agreement, continuing education certificates, employee contracts, or any other documents related to your practice.
  • April 2017
    • iOS: A New Look and Some Helpful Updates
      • Add your office location to your sessions. Appointments that you create on the iPhone will no longer be “unassigned.”
      • New for groups: Assign clinicians to sessions directly from your phone. Assign and reassign clinicians to a client and send out intakes on behalf of another clinician in your practice
      • Bug fix for date and time scheduling issue, more reliable Apple Watch notifications, and other improvements.
    • Android: Intakes and document sharing
      • Now you can send your client intakes, upload photos, and other files and view client documents.
      • You can even import documents and photos from Dropbox or Google Drive.
  • March 2017
    • Timeline icon for locked progress notes on overview page
  • February 2017
    • Remove SSN from billing docs
    • Icon Update: We’ve updated our icons for a more modern, and clean look.
    • Spell Check Improvements: We’ve made some great updates to our text editor that helps it play well with spell check and autocorrect. It now works much better with tablets and Safari.
    • Faster Client Data Export: Whether you’re exporting a Single Record or your entire Client List, you’ll notice that you get your data faster.
    • Client Portal Refinements:We’ve made it easier to update your client’s email so that the invitation goes to the right place. And If you accidentally invite an email address that’s already in use by another client, we’ve improved the message that you’ll see. We’ve also disabled autocomplete in the Client Portal so your clients won’t accidentally submit the wrong information.
    • iOS: New Client Update: When adding a new client directly from the iPhone app, you can now assign an office location and a clinician.
    • More Control over your Payment Dates: When you add a payment to your invoices, you can now include the exact payment date.  This means that you can now backdate your invoice payments if you’re fixing your billing or adding the payment at a later time.
    • iOS: You can send client intakes directly from your phone
    • Android: You’re now able to manage client accounts on the go with a full overview of a client’s billing picture
  • January 2017
    • Export data for a single client

 

 

 

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