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)

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

In this guide, we’ll cover:

• Breaking down SimplePractice’s features
• Moving from one plan to another plan

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

Breaking down 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
• Assessments
• Customizable note templates
• Wiley Treatment Planners
• Adding a logo
• Administrative notes
• Insurance billing
• Analytics dashboard
• Client waitlist

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.

Telehealth is included on the Essential and Plus plans by default, 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.

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 Schedulers, 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 $59/month per clinician 

Note: Certain permissions can also be updated for team members to suit your practice’s needs. To learn more, see Adding and managing team members and Team member roles and access levels.

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 How to set 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 > Subscription Information. For more information, see Updating your credit card information.

Online appointment requests

Clients can request appointments with you through online appointment requests on 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 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.

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 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

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.

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 Getting started with a 1-way calendar sync for Apple Calendar or Outlook and Getting started with the 2-way Google Calendar sync.

Assessments

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

Assessments 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 assessments, diagnoses, and treatment plans.

Customizable note templates

Templates for intake forms, progress notes, assessments, and treatment planners 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, assessment, 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 templates in our Template Library. 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 in My Notes and Forms.

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 plan at no additional cost, and are available 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.

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 pricing and subscription 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. Client waitlist is only available on the Plus plan.

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

Moving from one plan to another plan

If you upgrade your plan from Starter to Essential or Plus, or 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. Here are some features to consider when moving from the Plus plan to the Starter or Essential plan:

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. 
  • If you enable our Telehealth add-on for an additional $15/mo. on 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.

Professional Website and Monarch directory

• Your Professional Website will no longer be publicly accessible on the Starter plan. 
  • If you upgrade back to the Essential or Plus plan, you can turn your Professional Website back on for your website to be publicly accessible. 
• If you move to the Starter plan, you won’t be able to use the Monarch Directory, and your previous Monarch profile will be removed. 

Calendar Sync

• On the Starter or Essential plan, you’ll no longer have access to our Calendar Sync feature. 
• Calendar Sync will be disabled automatically when you choose either of these plans, and any synced calendars will be unsynced. 
  • All previously synced appointments will also be removed.

Assessments, customizable note templates, and Wiley Treatment Planners

• If you move to the Starter plan, you’ll no longer be able to create assessments or Wiley Treatment Planners.
  • If you move to the Essential plan, you can still access Wiley Treatment Planners with the Wiley treatment plans add-on.
• On the Starter plan, you’ll lose access to using and customizing most progress note, assessment, 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, assessments, and treatment plans.
• If you update back to the Plus plan or the Essential plan, you’ll have access to your templates, along with the feature to customize them.

Insurance billing

• Most insurance billing features, such as our electronic claim filing and automatic recording of insurance payments from ERAs/EOBs, will be deactivated if you move to the Starter plan.
• Any claims that you’ve submitted before moving to the Starter plan will still be sent to insurance payers.
  • You’ll still be able to create and print your own claims to file outside of SimplePractice.