SimplePractice offers 3 different subscription plans so you can choose the one that includes the features best suited to help run your practice.

The subscription plans are:

• 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.

Once you've signed up for a free 30-day trial of our platform, you can choose to enter your credit card information at any time. Once your trial period ends, you’ll be billed your plan rate on a month-to-month basis. 

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

Our Pricing page details all of the differences between the 3 plans, but you can find a breakdown of the fees associated with specific features below, as well as answers to frequently asked questions. In this guide, we’ll cover:

• Team members
• Insurance billing
• Additional features
• Credit card processing
• Discounts and promotions
• FAQs

Team members

For Solo practices, you can select from any of the three plans: Starter, Essential, or Plus.

Additional team members can only be added on the Plus plan. To create a group practice in SimplePractice, select the Plus plan and then you can add team members. 

On the Plus plan, you can:

• Add practice billers, practice schedulers, or supervisors for free
• Add an unlimited number of clinicians for:
  • $74/month per clinician if your practice has 2 to 5 clinicians
  • $72/month per clinician if your practice has 6 to 15 clinicians
  • $69/month per clinician if your practice has 16 or more clinicians
• Add a practice manager for $39/month per person

Insurance billing

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

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 subscription plans.

Beyond what’s included in your Essential and Plus subscription plans, electronic insurance claim submissions have a tiered payment structure based on how many claims you submit each month:

Additional features

Some of the other features available to help run your practice are:

• Telehealth is included on all subscription plans at no additional cost
• Wiley Treatment Planners are included in the Plus and Essential plans at no additional cost
• Online appointment requests are included on all 3 subscription plans at no additional cost
• Appointment reminders are included in the Essential and Plus plans at no additional cost
  • The updated Starter plan does not include non-Telehealth appointment reminders. However, clients can still receive Telehealth reminders
• Calendar sync is included in Essential and Plus
• Advanced calendar filters and Client waitlist are included in Essential and Plus
• You can add an unlimited number of clients for free on all subscription plans
• Monarch directory and Professional Website are included on all subscription plans
• Group appointments with Telehealth is included in Plus at no additional cost, and available as a $20/month/clinician add-on in Essential
• Advanced calendar sync is included in Plus
• Note Taker is available via an optional $35/month per clinician add-on for all subscription tiers

Note: For a complete list of features included on each plan, please refer to our Pricing page. You can also see Subscription plan changes FAQs and Which subscription plan is right for me? to learn more.

Credit card processing

If you're planning to accept credit card payments through our integrated payment processing system, please see Getting Started with Online Payments.

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 - and that's across the board, whether you're running the card at the time of service or if you've stored the card to charge at a later time. Some card processors may offer a lower fee for card-in-hand transactions, but a much higher one for card-absent transactions.

Discounts and promotions

If you're interested in receiving free credits you can use towards your SimplePractice subscription fee, see our Refer-a-Colleague: SimplePractice referral program.

Tip: If you're shopping around for an EHR, make sure you ask about any hidden costs that may not be listed on a company's pricing page. SimplePractice believes in pricing transparency, so that you can make the best decision for your practice.

FAQs

• Do you offer refunds?
• Do you have a referral program?
• What happens if I change plans or upgrade my trial account?
• Can I put my account on hold?
• Can I file claims during my 30-day free trial?
• How can I see a breakdown of all insurance billing charges in my account?
• What claims and insurance status checks am I being charged for?
• Can I customize email, voice, and text templates and reminders during my trial?

Do you offer refunds?

SimplePractice provides a 30-day free trial. After your trial, you have the option to sign up for a paid SimplePractice account. If changing from one plan type to another results in a credit on your account, we’ll automatically apply that credit to your subscription. 

Note: We do not provide refunds.

We clearly provide our refund policy to you 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."

Prior to making a change to your subscription, you'll see a modal that reminds you of our no-refund policy. You can cancel your subscription at any time, but you’re responsible for any charges already incurred.

Do you have a referral program?

You can refer your colleagues to SimplePractice and earn $200 credits toward your subscription plan. To do this, use our automated referral system that is located in your SimplePractice account when you click Get $200 off your next bill at the top of your account:

You can invite people right from SimplePractice, and even send your custom referral link to your X followers or Facebook friends.

If colleagues you invite sign up for a paid SimplePractice account, you both get a $200 credit applied to your subscription. When signing up, make sure that your colleague clicks the referral link before creating a free trial account. This $200 credit will apply to the next billing cycle on your account after your referee makes their third subscription payment. 

Learn more about referring a colleague.

What happens if I change plans or upgrade my trial account?

You can change your subscription plan at any time. If you upgrade your subscription plan, your account will be charged the pro-rated difference. If you choose a less expensive plan or remove certain features, your account will be credited the pro-rated difference. To compare plans, please see our Pricing page. For instructions on changing your plan, see SimplePractice subscription billing information.

Note: SimplePractice accepts Visa, Mastercard, American Express, Discover, JCB, and Diner's Club cards as a form of subscription payment.

Can I put my account on hold?

SimplePractice does not offer a way to put your account on hold. If you’d like to reduce your monthly subscription cost, you can switch to a lower subscription plan. Our Starter plan is the lowest priced available SimplePractice subscription at $49/month. This plan offers HIPAA-compliant storage of all of your data and client PHI, while still giving you the flexibility to easily access client records when the need arises.

Note: If you’ll be taking a leave of absence, see Preparing your SimplePractice account for a leave of absence.

Please note that you’ll lose access to the following features if you switch to the Starter plan:

• Group appointments and group Telehealth
• Secure Messaging
• Client announcements
• Appointment reminders (except Telehealth email and text reminders)
• Appointment-request Widget
• Calendar sync
• Advanced calendar sync
• Advanced calendar filters
• Client waitlist
• Out-of-office scheduling
• Calendar color-coding
• Admin calendar
• Administrative notes
• Other documents
• Custom note templates
  • Any previously created customized templates will be stored and become available for use again if you choose to upgrade your plan in the future
• Snippets
• Wiley Treatment Planners
• Team members
• Automatic insurance status checks

Additionally, the cost of the following features differ on the Starter plan:

• Manual insurance status checks will cost $0.25/check
• Electronic claim filing will be $0.50/claim

Note: See SimplePractice subscription billing information to learn more about making changes to your subscription plan.

Can I file claims during my 30-day free trial?

During your 30-day free trial, you can submit as many insurance claims as you’d like at no charge. After your trial ends, you’ll need to select the Essential or Plus plan to continue filing electronic claims. 

Note: Certain payers require an accepted claim filing enrollment to submit insurance claims. To submit an enrollment during your trial, see Can I submit enrollments during my trial? 

How can I see a breakdown of all insurance billing charges in my account?

Your SimplePractice monthly subscription invoice will include a breakdown of all insurance billing charges, including the rate at which each submitted claim was billed. 

To view insurance billing charges for your current billing period: 

• Navigate to Settings > Practice > Plan info
• Next to Upcoming bill, click View upcoming bill

To view insurance billing charges for past billing periods:

• Navigate to Settings > Practice > Plan info
• Scroll down and click the triangle to expand the SimplePractice receipts section
• Click the eye icon next to the receipt for the billing period in question

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

Claims that have generated insurance charges and successful insurance status checks can be viewed in the Filed claims and Insurance status checks reports. To access these reports: 

• Navigate to your Calendar 
• Click Analytics > Reports 
• Select either report in the Insurance section 

The date ranges in these reports can be adjusted to review a specific billing period. 

Can I customize email, voice, and text templates and reminders during my trial?

Email, voice, and text templates and reminders aren’t customizable for trial customers. To customize templates and reminders during your trial, add a credit card by navigating to Settings > Practice > Plan info. For more information, see Updating your credit card information.