Subscription plan and pricing FAQs

SimplePractice offers 3 plans to choose the features that best fit your practice’s needs. This guide will walk you through your plan options, explain common add-on costs, and answer frequently asked billing questions:

• What plans does SimplePractice offer?
• Can I add team members on my plan?
• What additional features are available as add-ons?
• When does billing start after the free trial?
• Can I file claims during my trial?
• Can I customize templates and reminders during my trial?
• How much does credit card processing cost?
• How much does insurance billing cost?
• How can I see a breakdown of insurance billing charges?
• What claims and insurance status checks am I being charged for?
• Are there any discounts or credits available?
• Can I refer a colleague to SimplePractice?
• What happens if I change plans?
• Can I put my account on hold?
• Does SimplePractice offer refunds?

What plans does SimplePractice offer?

SimplePractice offers 3 plans designed to support different practice needs:

• Starter
  • For the practice who needs the basics. Starting at $49/month.
• Essential
  • For the practice growing your caseload and wanting to reduce busy work. Starting at $79/month.
• Plus
  • For the practice looking to simplify admin work and streamline their business. Starting at $99/month.

For a side-by-side overview of each plan, visit our Pricing page, or see Comparing SimplePractice features by plan for additional details.

Note: For more information about the limited-time promotion of 50% off your monthly bill for 3 months, please visit our Pricing page.

Can I add team members on my plan?

Additional team members can be added only on the Plus plan. If you're looking to set up a group practice in SimplePractice, you'll need to be on the Plus plan to add team members.

On the Plus plan, you can:

• Add practice billers, practice schedulers, and supervisors at no additional cost
• Add an unlimited number of clinicians, with pricing based on the size of your practice:
  • $74/month per clinician for practices with 2-5 clinicians
  • $72/month per clinician for practices with 6-15 clinicians
  • $69/month per clinician for practices with 16 or more clinicians
• Add practice managers for $39/month per person

You can view and manage team members in your account at Settings > Team > Team members. To learn more, see Adding and managing team members.

What additional features are available as add-ons?

SimplePractice offers optional add-ons that you can enable based on your practice’s needs:

• Group appointments with telehealth
  • Included at no additional cost on the Plus plan, or available as a $20/month per clinician add-on on the Essential plan
• ePrescribe
  • Available as an add-on on the Starter, Essential, and Plus plans for $49/month per clinician, plus a one-time, non-refundable $89 setup fee per clinician
• Note Taker
  • Available as an add-on on the Starter, Essential, and Plus plans for $35/month per clinician

Note: For a complete list of features included on each plan, refer to our Pricing page.

When does billing start after the free trial?

Once you've signed up for a free 30-day trial, you can select a plan for a paid subscription and enter your credit card information for this plan. You can do this at any time during your trial. 

After you've entered your credit card information for a paid subscription, you’ll be billed your plan rate on a month-to-month basis once your trial period ends.

During your trial period, you can review your plan details, switch plans, and add a payment method at any time from Settings > Practice > Plan info.

Can I file claims during my trial?

Yes, you can submit insurance claims at no charge during your 30-day free trial. 

After your trial ends, claim filing remains available on all plans. Claim filing fees may apply based on your plan. For more information, see How much does insurance billing cost? below.

Note: Certain payers require an accepted claim filing enrollment to submit insurance claims. To submit an enrollment, you'll need to upgrade to a paid account and add your credit card information at Settings > Practice > Plan info.

Can I customize templates and reminders during my trial?

Email, voice, and text templates and reminders aren’t customizable during the trial. 

To enable customization while you’re still in your trial, add a credit card from Settings > Practice > Plan info.

How much does credit card processing cost?

Our credit card processing system is fully PCI-compliant, giving you the ability to store cards securely, and saving you time with automated payment options. The integration fee is 3.15% + $0.30 for each successful transaction.

If you're planning to accept credit card payments through our integrated payment processing system, see Getting started with online payments to learn more.

How much does insurance billing cost?

When billing insurance electronically through SimplePractice, you’ll be charged for successfully submitted claims and requesting insurance status checks, as outlined below:

For more information on insurance status checks, see Verifying a client’s insurance benefits.

Note: Automated Payment Report (ERA) recording is included on all 3 plans.

Beyond what’s included in your Essential and Plus plans, electronic insurance claim submissions are billed using a tiered pricing structure, with each range of claims billed at its corresponding rate:

Example: If you're on the Plus plan and submit 300 claims in a month, the first 35 claims are included. Of the remaining 265 claims:

• Claims 36-250 (215 claims) are billed at $0.25/claim = $53.75
• Claims 251-300 (50 claims) are billed at $0.23/claim = $11.50 

Total cost: $65.25

How can I see a breakdown of insurance billing charges?

You can review your insurance billing charges from Settings > Practice > Plan info, where you’ll find both upcoming charges and past receipts. Your receipts include a breakdown of charges, including the rate applied to each successfully submitted claim.

For detailed instructions on accessing receipts, see Managing your plan and subscription billing.

What claims and insurance status checks am I being charged for?

You can review the activity that generated your insurance billing charges in the following reports:

• Filed claims report: lists your submitted claims
• Insurance status checks report: lists your insurance status checks

To access these reports, navigate to your calendar > Analytics > Reports. You can adjust the date range to review a specific billing period.

Are there any discounts or credits available?

While we don’t offer discounts on existing subscription plans, you can earn credit toward your SimplePractice subscription through our referral program. To learn more, see below.

Can I refer a colleague to SimplePractice?

You can refer colleagues to SimplePractice and earn a $200 credit toward your subscription. 

To get started, click Get $200 off your next bill at the top of your account and use the built-in referral system. You can invite colleagues directly from SimplePractice or share your unique referral link.

If your colleague signs up for a paid SimplePractice account using your referral link, both of you receive a $200 credit. The credit is applied to your subscription after your colleague completes their third subscription payment.

Important: Your colleague must use your referral link to sign up for their free trial account. To learn more, see Referring colleagues to SimplePractice.

What happens if I change plans?

You can change your plan at any time, including during your free trial.

If you upgrade to a higher-tier plan, you’ll be charged the prorated difference. If you switch to a lower-cost plan or remove add-ons, a prorated credit will be applied to your account. To compare plans, see our Pricing page.

You can view your current plan details and make changes from Settings > Practice > Plan info. To learn more, see Managing your plan and subscription billing.

Can I put my account on hold?

If you’re considering placing your account on hold or reducing your monthly cost, we recommend submitting a help request so our Customer Success team can review the options available for your account.

Note: If you’re planning a temporary break from your practice, see Preparing your SimplePractice account for a leave of absence.

You can also lower your monthly cost by switching to the Starter plan, available at $49/month.

When you move to the Starter plan, you’ll no longer have access to:

• Group appointments and group telehealth
• Client announcements and Secure Messaging
• Appointment reminders (except for telehealth reminders)
• Appointment request widget
• Calendar sync, advanced calendar filters, client waitlist, out of office scheduling, calendar color-coding, and admin calendar
• Administrative notes
• Other documents
• Customizable note templates (previously created templates are retained and will become available if you upgrade)
• Wiley Treatment Planners and snippets
• Team members
• Automatic insurance status checks

Additionally, the following features have different costs on the Starter plan:

• Manual insurance status checks: $0.25/check
• Electronic claim filing: $0.50/claim

Does SimplePractice offer refunds?

SimplePractice includes a 30-day free trial, giving you time to explore the platform before subscribing to a paid plan. 

After your trial ends, you can choose a paid SimplePractice subscription. If you switch plans and the change results in a credit on your account, we’ll automatically apply that credit to your subscription.

SimplePractice does not offer refunds.

Our refund policy is outlined in Section 24 of our Terms of Service:

Upon termination or expiration of this Agreement (which will automatically result in termination of Your Account), You will not receive any refund of any amounts previously paid and You will remain liable for any charges incurred or unpaid amounts owed by You to SimplePractice.

Before you make changes to your subscription, you’ll see a reminder about this no-refund policy. You can cancel your subscription at any time, but you’re responsible for any charges already incurred.