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It is my understanding I need to post here for Simple Practice to consider changes if they are not already in place, so here goes.  If you know a solution to the following, please let me know:

1) STATEMENTS: It would be helpful to have a reference line on statements for the person for which you are generating the statement. When there is a minor(s), the parents, to whom the statement is addressed may need clarification.

2) EMAIL ADDRESS:  There is only one email address allowed per account.  Some single parents with muliple children, have to create additional email addresses, which they do not check, to get statements for each child.  It would be very helpful to allow for one email address to be set up for multiple accounts.  If you fix #1, then they will be able to distinguish who the appt is for, statement, etc.

3) AUTHORITY LEVELS: It would be helpful if there was a way to pick and choose what you allow staff to see.  When you allow someone to have access to billing, you are also allowing them to have access to financial reports which are really not for their eyes.  If you could put an additional level in place or an option to choose access to certain areas, for each login, it would be greatly helpful.  There should be more than just all or nothing when it comes to financial info.

4) SORTING: Additional sorting options and search features for reports.  There are so many examples for this request.  When looking up a payment received from an insurance provider, it would be nice to have the ability to search my $amt. Unpaid Insurance Report, it would be nice to be able to search by carrier.  Most of the information, in order to sort or find things, you have to export it to a spreadsheet and then sort from there.

5) BAD DEBT & REIMBURSEMENTS.  We have had to find ways to work around these items.  There should be a way to perform write offs & reimbursements so that they are trackable without having to find work arounds and make copies.

The above are just a few issues for which I think Simple Practice needs to find better solutions.  I understand this is not an accounting software, but some of the basics would be helpful.

Thank you!

2 comments

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    Rose Balyeat

    Hi! We have some of the same issues but this is what SP says about #2 on your list:

     

    Hi Susan, here's a little more information from our Help Center on how to use the same email address for multiple members of the family. 

    We know that clients can use the same email address in our system if the client has a Gmail email address. However, you will need to set up each client a little differently.

    Here's an example:

    • Let's say John Simple is the father of Bobby Simple and Jenny Simple. John's email address is johnsimple@gmail.com. When you enter in the email address for the first child, let's say Bobby in this case, you can enter the email address as it reads. When you enter in the email for the second child you can enter the email as johnsimple+jenny@gmail.com. You want to make sure that everything before the @ symbol remains the same, then insert: +text between the beginning of the email and the @ symbol (text = any letters or numbers).
    • Another example would be parent@gmail.com becoming parent+2@gmail.com for the second child, and parent+3@gmail.com for the third child and so on.

    You don't need to set up anything special to do this. You'll simply enter the clients alternative email address just as illustrated above in the clients account and the emails will be sent to the primary email addresses inbox.

    Hi! We have some of the same issues but this is what SP says about #2 on your list:

     

    Hi Susan, here's a little more information from our Help Center on how to use the same email address for multiple members of the family. 

    We know that clients can use the same email address in our system if the client has a Gmail email address. However, you will need to set up each client a little differently.

    Here's an example:

    • Let's say John Simple is the father of Bobby Simple and Jenny Simple. John's email address is johnsimple@gmail.com. When you enter in the email address for the first child, let's say Bobby in this case, you can enter the email address as it reads. When you enter in the email for the second child you can enter the email as johnsimple+jenny@gmail.com. You want to make sure that everything before the @ symbol remains the same, then insert: +text between the beginning of the email and the @ symbol (text = any letters or numbers).
    • Another example would be parent@gmail.com becoming parent+2@gmail.com for the second child, and parent+3@gmail.com for the third child and so on.

    You don't need to set up anything special to do this. You'll simply enter the clients alternative email address just as illustrated above in the clients account and the emails will be sent to the primary email addresses inbox.

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    Elizabeth Calihan

    Hello,

     

    I want to second Laurie S's plea above under number 1....I have been loving SP because of its clarity, but am getting frustrated with some of the limitations and this is one.  I have a number of people whose parents I would like to send their statements to, but I cannot have the statement sent if it nowhere lists the patient's name.  This seems crazy....I do not send individual invoices for regular therapy patients and so there is no way to do anything other than hand address envelopes to the parents.  Is there a work around?

    Hello,

     

    I want to second Laurie S's plea above under number 1....I have been loving SP because of its clarity, but am getting frustrated with some of the limitations and this is one.  I have a number of people whose parents I would like to send their statements to, but I cannot have the statement sent if it nowhere lists the patient's name.  This seems crazy....I do not send individual invoices for regular therapy patients and so there is no way to do anything other than hand address envelopes to the parents.  Is there a work around?