If you're trying to decide which of our 3 subscription plans is best for your practice, we recommend reviewing the information below to help you make your decision. We have three repackaged subscription offers available: 

• The Starter plan (starting at $49/month)
• The Essential plan (starting at $79/month)
• The Plus plan (starting at $99/month)

You're welcome to change your plan at any time by navigating to Settings > Practice > Plan info - even during your free 30-day trial. 

In this guide, we’ll cover:

• Understanding SimplePractice’s features
• Moving from one plan to another plan

Understanding SimplePractice’s features

Below, you'll find additional information about our features.

• Telehealth
• Secure Messaging
• Adding team members
• Appointment reminders
• Online appointment requests
• Appointment-request Widget
• Professional Website & Monarch
• Calendar sync
• Advanced calendar filters
• Color coding
• Out of office calendar scheduling
• Other documents
• Customizable note templates
• Wiley Treatment Planners
• Adding a logo
• Administrative notes
• Insurance billing
• Analytics dashboard
• Client waitlist
• Group appointments
• Automatic insurance status checks
  

Telehealth

You can meet clients for online sessions through our HIPAA compliant Telehealth feature without any limits for time or number of appointments. Telehealth also supports waiting rooms, screen-sharing, and interactive whiteboards.

Note: To learn more about this feature, see Telehealth FAQs.

Secure Messaging

Use the Secure Messaging feature to communicate with clients, clinicians, and contacts while maintaining HIPAA compliance. You can also set up an automatic Away message to let clients know when you’re unavailable.

Secure Messaging with clients is included on the Essential and Plus plans at no additional cost. Secure Messaging isn’t available on the Starter plan.

Note: To learn more, see Getting started with Secure Messaging.

Adding team members

The option to add team members to your account is exclusively available on the Plus plan. 

With a Plus plan subscription, you can add an unlimited number of non-clinician team members, like practice schedulers, practice billers, and supervisors, at no additional cost. 

You can also add:

• Practice managers for an additional $39/month per person
• Multiple clinicians for an additional $69/month per clinician 

Note: Certain permissions can also be updated for team members to suit your practice’s needs. 

Appointment reminders

You can send text, email, or voice reminders to your clients for their appointments. Clients can also confirm or cancel their appointments through text reminders, which will reflect on their appointments in your SimplePractice calendar. 

All appointment reminder features are included on the Plus and Essential plans at no additional cost. Reminders for Telehealth appointments are available on the Starter plan with the Telehealth add-on.

To learn more about appointment reminders, see Setting up appointment and time of scheduling reminders.

Note: 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.

Online appointment requests

Clients can request appointments with you through online appointment requests in SimplePractice. You can customize the services and times that clients can request online, along with other unique specifications for your practice.

Online appointment requests are included on all repackaged SimplePractice subscription offers.

Note: To learn more, see Enabling online appointment requests.

Appointment-request Widget

You can add the Appointment-request widget to an external website for potential clients to easily book an appointment with you. The Appointment-request widget is only available on the Plus plan.

Note: To learn more, see Adding the Appointment-request Widget to your website.

Professional Website & Monarch

Providers can use the Professional Website and Monarch to reach out to potential clients. You can build an accessible and modern webpage through the Professional Website, and connect to individuals seeking services by adding your practice to Monarch.

The Professional Website and Monarch are included on all repackaged subscription offers.

Note: To learn more, see Setting up your Professional Website and Monarch FAQs.

Calendar sync

If you use a personal calendar through Apple, Outlook, or Google, you can view your SimplePractice appointments and events on these platforms through our calendar sync feature. With Google Calendar and Outlook, you also have the option to set up 2-way calendar sync, which allows for appointments you schedule or modify through your Google or Outlook calendar to appear in your SimplePractice calendar.

Advanced calendar filters

Whether you have multiple clinicians, locations, or services offered, you can use advanced calendar filters to quickly find what you’re looking for.

Note: To learn more about this feature, see Using filters to view your calendar.

Color coding

By default, appointment colors on the calendar indicate the status of an appointment. However, if you’re on the Plus plan, colors can be used to indicate the appointment’s clinician or service code.

Note: To learn more about this feature, see Using calendar color coding filters.

Out of office calendar scheduling

If you’re going to be out of office, you can indicate this with an out of office (OOO) block on your calendar. Scheduling out of office blocks is available on the Plus plan only. 

Note: To learn more, see Managing out of office blocks.

Other documents

You can easily create, sign, and do more with other documents in SimplePractice. There’s no limit to the number of other documents you can create. You’ll also have the option of sharing other documents with clients for e-signatures.

Other documents are included on the Essential and Plus plans at no additional cost. They aren't available on the Starter plan.

Note: To learn more, see Adding other documents, diagnoses, and treatment plans.

Customizable note templates

Templates for intake forms, progress notes, other documents, and treatment plans can be tailored for your unique practice’s needs. You can create a template from scratch, or customize our default templates with a variety of options.

Progress note, other document, and treatment plan templates can only be used and customized on the Essential and Plus plans. Intake form templates can be used and customized on all subscription plans.

On the Essential and Plus plans, you'll have full access to all of our Pre-built templates. On the Starter plan, you'll have access to our Simple Progress Note and Simple Treatment Plan templates, which both consist of a blank text field. You’ll also have access to basic DAP and SOAP note templates.

Note: To learn more, see Creating customized templates.

Wiley Treatment Planners

Beyond our treatment plan templates in the Template Library, we also offer Wiley Treatment Planners, which are comprehensive and research-based templates for treatment plans. With Wiley Treatment Planners, you can create effective treatment plans for clients.

Wiley Treatment Planners are included on the Plus and Essential plans at no additional cost. This feature isn’t available on the Starter plan.

Note: To learn more about this feature, see Using Wiley Treatment Planners.

Adding a logo

If your practice has a logo, you can customize your billing and intake forms by adding your logo to the top of your documents. Adding your practice logo is only available on the Essential and Plus plans.

Note: To learn more, see Adding a practice logo to documents. 

Administrative notes

Administrative notes are located at the top of a client profile, and are a convenient way of letting you and your team members know about important details for a client. Administrative notes can be edited at any time.

Administrative notes are included on the Essential and Plus plans at no additional cost. This feature isn’t available on the Starter plan.

Note: To learn more, see Using administrative notes.

Insurance billing

SimplePractice hosts a variety of insurance billing features, including electronic claim filing, claim status updates and tracking, and the automatic recording of insurance payments from ERAs or EOBs.

These features are only available on the Essential and Plus plans. You can create and print or download auto-populated claim forms (CMS 1500) on the Starter plan, but you'll have to submit these outside of SimplePractice.

Note: To learn more, see Getting started with insurance billing and SimplePractice repackaged subscription offer FAQs.

Analytics dashboard

The Analytics dashboard serves as a hub to track your practice’s performance during a period of time, and includes snapshots of your income, outstanding balances, and more. 

The Analytics dashboard is included on the Essential and Plus plans at no additional cost. If you’re on the Plus plan, other team members can also have access to the Analytics dashboard. This feature isn’t available on the Starter plan.

Note: To learn more, see Understanding your Analytics dashboard and reports. 

Client waitlist

You can place prospective clients on the waitlist when your practice isn’t currently taking new clients. 

The client waitlist is included on the Essential and Plus plans at no additional cost. This feature isn’t available on the Starter plan.

Note: To learn more about this feature, see Managing the client waitlist.

Group appointments

If you see multiple clients at once, you can create a group appointment with up to 15 clients. This makes it easy to share relevant information related to the appointments with each client, as well as keep notes and billing information associated with individuals. The Plus plan includes group appointments in person and via Telehealth.

Note: To learn more about this feature, see Enhanced Client Management for group appointments.

Automatic insurance status checks

We’ll run automatic insurance status checks on your behalf. Status checks use Coverage Reports to verify primary insurance benefits and will let you know if a client’s coverage is active, inactive, or needs review. Status checks will run periodically to confirm that a plan is active, as well as each time a new plan is added. There are no additional charges for automatic insurance status checks for the Plus plan. 

Note: Customers on the Starter and Essential plans can run manual insurance status checks for $0.25 and $0.15, respectively.

Moving from one plan to another plan

If you upgrade your plan from Starter to Essential or Plus, or from Essential to Plus, all features exclusive to the plan you’re upgrading to will be automatically available.

Our Plus plan includes all of the robust features SimplePractice offers. If you downgrade to the Starter or Essential plan, you’ll lose access to certain features. Some features to consider when moving from the Plus plan to the Starter or Essential plan include:

Secure Messaging

• On the Starter plan, you’ll no longer be able to contact clients through Secure Messaging
• If you update back to the Plus plan or the Essential plan, you’ll have access to your previous Secure Messages

Adding team members

• If you’ll be moving to the Starter or Essential plan, you’ll first need to remove all other team members from your account
• Team members’ documentation and activity will be preserved for record keeping, and clinicians’ client details won’t be deleted
  • Team members will need to be set up as new team members if they rejoin your account on the Plus plan

Appointment reminders

• Client reminders are only available on our Essential and Plus plans
• On the Starter plan, you’ll no longer be able to send client appointment reminders, including email, text, and voice reminders
  • Since Telehealth is an included feature in the Starter plan, you’ll be able to access and send out Telehealth email and text reminders

Appointment-request Widget

• If you move to the Starter or Essential plans, you’ll no longer be able to use the appointment request widget
• If you still have the widget code on your website, clients who click the widget will see a message letting them know they need to contact their practitioner directly

Other documents, customizable note templates, and Wiley Treatment Planners

• If you move to the Starter plan, you’ll no longer be able to create other documents or Wiley Treatment Planners
• On the Starter plan, you’ll lose access to using and customizing most progress note, other document, and treatment plan templates
  • You’ll still have access to the Simple Progress Note, Simple Treatment Plan, and basic DAP and SOAP templates
  • You can also access previously created progress notes, other documents, and treatment plans
• If you update back to the Plus or Essential plan, you’ll have access to your templates, along with the feature to customize them

Insurance billing

• Some insurance billing features, such as automatic insurance status checks and automatic recording of insurance payments from ERAs/EOBs, will be deactivated if you move to the Starter plan