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SimplePractice Enterprise

SimplePractice Enterprise

In this guide, we’ll provide an overview of SimplePractice Enterprise that goes over the following: 

What is SimplePractice Enterprise?

SimplePractice Enterprise is a referral management program that streamlines the process of connecting members of an employee assistance program (EAP) or health insurance plan to practitioners.

We’ve partnered with several EAPs and health plans to provide care coordinators and members with the ability to easily search for SimplePractice practitioners who are in their network and have opted into their referral channel, and to instantly request appointments with those practitioners online.

By helping connect therapy seekers to the help they need, when they need it, SimplePractice Enterprise is reducing barriers to finding care, while also reducing administrative work for practitioners and care coordinators.

Note: Only SimplePractice customers who are eligible to list on Monarch and in-network with a participating EAP or insurance payer can enroll in the Enterprise program. For more information, see Who can list on Monarch?

How does Enterprise work?

SimplePractice customers can enroll in the referral channel of a healthcare partner they’re already in-network with and establish specific days and times they’re available to receive appointment requests from referred clients.

Care coordinators and members can search for in-network practitioners enrolled in the referral channel. They can filter their search by:

  • Location
  • Specialities and approaches
  • Availability
  • Services and appointment types

After finding a practitioner, care coordinators and members can request an appointment.

Once an appointment request is submitted, it will appear in the practitioner’s SimplePractice account.

Enrolling in a healthcare partner’s referral channel

Participating EAPs and insurance payers may have different enrollment processes. When you're invited to participate in an Enterprise program, you'll receive instructions on how to enroll that are specific to the partner.

Note: If you have questions about enrolling or need further assistance, you can reach out to the healthcare partner directly. If you’d like to unenroll from a referral channel, please submit a help request.

Getting started with Enterprise

To receive in-network client referrals, you must have the Client Portal and online appointment requests enabled for your practice. To do this:

  • Navigate to Settings > Client Portal
  • Toggle the Client Portal on
  • Toggle Online appointment requests on
  • Choose Yes under Can new clients request appointments?


  • Click Save Settings

You may also be required to complete and publish a Monarch profile to participate in a partner’s referral channel. To enable the Monarch Directory, navigate to Settings > Client Referrals. You can update your profile details in Settings > Public Information. To learn more, see Updating your Public Information settings and Best practices for your Monarch profile.

Depending on the partner you’re enrolled with, you may need to set up general Availability or channel-specific Availability for appointment requests.

When you receive an online appointment request from a healthcare partner’s referral channel, you can choose to accept or decline it. These online appointment requests will include the healthcare partner’s logo.


Note: To view all appointment requests in your SimplePractice account, click Requests at the top of the Calendar homepage.

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