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 3 subscription plans available: 

• The Starter plan (starting at $29/month)
• The Essential plan (starting at $69/month)
• The Plus plan (starting at $99/month)

In this guide, you'll find information about these subscription plans, guidance on moving from our old subscription plans, and answers to commonly asked questions:

• Breakdown of features
  
  • Subscription information for our features
• Selecting a new subscription plan
  • Moving from the old Professional plan
  • Moving from the old Essential plan
  • Moving from the old Professional plan for groups
• FAQs
  • Why are the offered subscription plans changing?
  • When do I have to select my new plan?
  • What happens to the Calendar Sync if I don’t select Plus?
  • What happens to the Appointment-request Widget if I don’t select Plus?
  • What happens to custom templates I've created if I downgrade to Starter and upgrade again later?

Keep in mind that you're welcome to change your plan at any time by navigating to Settings > Subscription Information - even during your trial. Free 30-day trials are set to the Plus plan by default, but you can adjust to a different plan at Settings > Subscription Information.

Note: To quickly view which features are offered in each subscription plan, see our Pricing page.

Breakdown of features

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

• Subscription information for our features
  • Telehealth
  • Wiley Treatment Planners
  • Professional Website & Monarch
  • Calendar Sync
  • Assessments
  • Online Appointment Requests
  • Secure Messaging
  • Customizable note templates
  • Administrative notes
  • Appointment-request Widget
  • Adding a logo
  • Insurance billing
  • Adding team members
  • Analytics dashboard

Subscription information for our features

Telehealth

Telehealth is included on the Essential and Plus plans at no additional cost, and is available as an add-on feature on the Starter plan for an additional $15/month.

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

Wiley Treatment Planners

Wiley Treatment Planners are included on the Plus plan at no additional cost, and as an add-on to the Essential plan for an additional $15/month This feature isn’t available on the Starter plan.

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

Professional Website & Monarch

The Professional Website and Monarch are included on the Essential and Plus plans at no additional cost. These features aren’t available on the Starter plan.

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

Calendar Sync

Our Calendar Sync features are exclusively available on the Plus plan at no additional cost. They aren’t available on the Starter or Essential plans.

Note: For more information, see 1-way Calendar Sync for Apple Calendar or Outlook and 2-way Google Calendar Sync.

Assessments

Assessments 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 Adding assessments, diagnoses, and treatment plans.

Online appointment requests

Online appointment requests are included on the Plus and Essential plans at no additional cost. The Client Portal can be set up and used on the Starter plan, but only for intake and billing purposes. Online appointment requests aren’t available on the Starter plan.

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

Secure Messaging

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

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

Customizable note templates

Progress note templates and assessment templates can only be customized on the Essential and Plus plans. Intake form templates can be customized on all subscription plans. 

On the Essential and Plus plans, you'll have full access to our entire Template Library. You'll also have the ability to edit any progress note template, assessment template, or create new ones from scratch.  

On the Starter plan, you'll have access to our Simple Progress Note, which consists of a blank text field. You'll also have access to a basic DAP and SOAP note template. 

Note: To learn more, see Creating customized templates in My Notes and Forms.

Administrative notes

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 in SimplePractice.

Appointment-request Widget

The Appointment-request Widget is only available on the Plus plan. 

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

Adding a logo

Adding your practice logo to your billing and intake documents is only available on the Essential and Plus plans.

Note: To learn more, see Adding private practice logos to documents. 

Insurance billing

Electronic claim filing, claim status updates and tracking, integrated ERAs/EOBs (Payment Reports), automated ERA accounting, and Coverage Reports 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 Guide: Insurance and How much does it cost to bill insurance through SimplePractice?

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 Schedulers, Billers, and Supervisors, at no additional cost. 

You can also add:

• A Practice Manager for an additional $39/month per person
• Multiple clinicians for an additional $59/month per clinician 

Note: To learn more, see Adding and managing team members. 

Analytics dashboard

The Analytics dashboard is included on the Essential and Plus plans at no additional cost. The Analytics dashboard isn’t available on the Starter plan.

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

Selecting a new subscription plan

Starting on February 1, 2022, existing customers were given the option to select a new subscription plan. You have until your March billing date to select a new plan. To help you make a decision, we’ve outlined what you can expect with each new subscription based on which plan you're moving from:

• Moving from the old Professional plan
• Moving from the old Essential plan
• Moving from the old Professional plan for groups

Note: Only Account Owners can choose the subscription plan for their practice. 

Moving from the old Professional plan

If you’re moving from our old Professional plan and you select the new Plus plan for $99/mo., you’ll have access to all of the features included on your existing plan, plus free access to Telehealth and Wiley Treatment Planners, and you’ll even get 35 free insurance claims each month.

If you select the Essential plan for $69/mo., please note that this plan doesn’t include the Calendar Sync feature, the Appointment-request Widget, free access to Wiley Treatment Planners, or the ability to add team members. It does include integrated Telehealth, the Professional Website builder, insurance coverage reports, and appointment reminders, all at no additional cost. You’ll also have the option to enable Wiley Treatment Planners for $15/mo., and you’ll get 10 free insurance claims included in your subscription each month.

If you select the Starter plan, please note that you’ll be losing access to appointment reminders, confirm/cancel via text, online appointment requests, the Appointment-request Widget, free Telehealth, Secure Messaging with clients, Calendar Sync, assessments, custom note templates, administrative notes, access to Wiley Treatment Planners, electronic claim filing and automated payment reports (ERAs/EOBs), State Health Information Exchange (e.g., NCHIE), and insurance coverage reports. With this plan, you will have the option to enable Telehealth for an additional $15/mo.

Moving from the old Essential plan

If you’re moving from our old Essential plan and you select the new Essential plan for $69/mo., you’ll have all of the features included on your existing plan and more. The new Essential plan also includes integrated Telehealth, the Professional Website builder, insurance coverage reports, and appointment reminders, all at no additional cost. You’ll also have the option to enable Wiley Treatment Planners for $15/mo., and you’ll even get 10 free insurance claims each month.

If you select the Starter plan, please note that you’ll be losing access to client appointment reminders. With this plan, you will have the option to enable Telehealth for an additional $15/mo.

If you select the Plus plan for $99/mo., you’ll gain access to every feature we offer and all of our add-on features at no additional cost. The features you’ll gain access to include appointment reminders, confirm/cancel via text, online appointment requests, the Appointment-request Widget, Telehealth, Secure Messaging, Calendar Sync, assessments, custom note templates, administrative notes, Wiley Treatment Planner, electronic claim filing and automated payment reports (ERAs/EOBs), State Health Information Exchange (e.g., NCHIE), insurance coverage reports, the Monarch directory, Professional Website, free billers, supervisors, and schedulers, and the ability to add clinicians for an additional $59/mo. per clinician.

Moving from the old Professional plan for groups

The Plus plan is the only plan that supports group practices, and it includes access to all the robust features we offer. This plan includes integrated Telehealth, the Professional Website builder, Wiley Treatment Planners, and more, for no additional cost. You’ll even get 35 free insurance claims each month. On the Plus plan, you can also add billers, schedulers, and/or supervisors for free, and an additional clinicians for $59/mo. per clinician. We’ve also introduced a new option to add a Practice Manager role with more access to practice settings, clinical documentation, and financial information that can be tailored to how you run your practice and is available for only $39/mo. per person.

FAQs

• Why are the offered subscription plans changing?
• When do I have to select my new plan?
• What happens to the Calendar Sync if I don't select Plus? 
• What happens to the Appointment-request Widget if I don't select Plus?
• What happens to custom templates I've created if I downgrade to Starter?

Why are the offered subscription plans changing?

Changing our subscription plans wasn't a decision we took lightly. We made the thoughtful choice to better reflect the value created by all the innovative features we've developed.

In 2021, we:

• Enhanced your Telehealth experience - You can now chat with your clients during virtual appointments to increase engagement. We also added blurred and virtual backgrounds for a better telehealth experience. 
• Improved your billing experience - You can now add client payments from the mobile app, and view a client’s insurance and billing details all in one place.
  
• Streamlined your client documentation - We added 23 new templates to the Template Library and introduced automatic email reminders for clients to complete their paperwork.
  
• Simplified your insurance billing - The insurance payments flow was enhanced to help you save time and reduce the number of potential errors.
  
• Integrated your marketing solutions - In addition to the Professional Website builder, we created Monarch—a fully integrated therapist directory where you can list your practice. 

We will also continue to uphold our commitment to providing world class customer support. Our US-based Customer Success team makes up more than 50% of our company, and we’re proud to share that we have employees who bring firsthand experience from across the health and wellness industry. To make support even more readily available, we’ve also introduced phone support and extended our chat hours.

When do I have to select my new plan?

As of February 1st, 2022, Account Owners can select a new plan at any time by navigating to Settings > Subscription Information.

If you haven’t picked a plan by your practice’s March billing date, account access will be limited until you make a selection. If your account access becomes limited, you’ll still have the ability to export your data, and you’ll continue to be charged your old rate until you select a new plan.

Note: Trial accounts created after January 5th, 2022, will be able to select one of our new subscription plans at any time.

What happens to the Calendar Sync if I don't select Plus? 

The Calendar Sync feature is now only offered on the Plus plan. If you select the Starter plan or the Essential plan and you previously had this feature enabled, your calendar will stop syncing events on the day your new plan goes into effect. Any previously synced events will be removed from your calendar once the sync is disconnected.

What happens to the Appointment-request Widget if I don't select Plus?

The Appointment-request Widget is now only offered on the Plus plan. If you select the Essential or Starter plans, the widget will no longer be available to add to your existing website. 

As an alternative, the Professional Website is now included on the Essential plan at no additional cost. This means that with the Essential subscription plan, once your Professional Website is set up, you can still use our integrated online appointment request feature to have clients book online.

Please keep in mind that our Customer Success team can only help troubleshoot SimplePractice products. We recommend reaching out to your website provider’s support team if you need assistance with adding or removing the widget.

What happens to custom templates I've created if I downgrade to Starter?

If you're moving to the Starter plan, any custom progress note and assessment templates you created or added from the Template Library will no longer be available for you to use. However, you can still add intake form templates from the Template Library and create custom intake forms. 

Any saved notes created from a custom template in a client’s chart will remain accessible in your account and will not be affected by changing your subscription plan. However, if the Starter plan is selected, the Load Previous Note feature will only work for progress notes created with the Simple Progress Note template. This feature will not be available for notes created with a custom note template once you move to the Starter plan. 

If you decide to switch from the Starter plan back to the Essential or Plus plan, any previously saved progress note and assessment templates will become accessible to you again.