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SimplePractice: Development & IT software

SimplePractice is a HIPAA-compliant electronic health record and practice management system.

What is SimplePractice?

SimplePractice is an electronic health record and practice management software platform created by SimplePractice, LLC, based in Santa Monica, California. Designed specifically for healthcare practitioners—including therapists, speech-language pathologists, occupational therapists, and psychiatrists—the platform supports both solo practices and group practices. It brings together front-office administrative tools, clinical documentation management, financial processing, client communication features, and network coordination into a single cloud-based application.

For client management and scheduling, SimplePractice helps practitioners onboard new clients through paperless intake documents and online appointment requests. Practitioners can publish profiles on Therapy Finder to attract new clients. The calendar system allows synchronization across multiple devices, enables the configuration of out-of-office blocks, and sends automated appointment reminders to clients to help prevent no-shows. Communication tools include HIPAA-compliant telehealth sessions, secure direct messaging between sessions, and a dedicated Client Portal for administrative tasks.

Documentation tools within the platform enable practitioners to write progress notes, set up treatment plans, monitor client progress over time, and apply measurement-based care techniques. The platform incorporates an AI Note Taker to assist with note creation. On the financial side, SimplePractice features HIPAA-compliant payment processing for credit cards, debit cards, FSA cards, and HSA cards. The platform also offers insurance tools to generate, submit, track, and reconcile claims, as well as issue superbills to clients, without retaining a percentage of practitioner revenue.

Through the SimpleConnect infrastructure, SimplePractice connects individual practices with broader behavioral health networks, health plans, employers, employee assistance programs, and health delivery organizations. SimpleConnect operates on two layers: Access Infrastructure, which allows members and care teams to find and schedule care based on real-time availability, and Network Infrastructure, which gives health plans visibility into provider network quality and operational signals. This system enables direct data exchange, referral routing, and closed-loop care coordination within clinician workflows.

Safety and compliance measures on the platform are structured around HIPAA requirements. Resources and features address data protection, pixel tracking considerations, de-identification of data, HIPAA-compliant email, and two-step verification for account access. In addition to technical capabilities, SimplePractice provides educational tools including practice startup kits, business plan templates, and clinical documentation templates for different specialties. Customer assistance is delivered via live chat, email, and phone support.

Main category
Development & IT
Official website
simplepractice.com
Status
Not yet published

SimplePractice use cases

Launching and Managing a Solo Practice

Solo practitioners in mental health, occupational therapy, speech-language pathology, and psychiatry can use SimplePractice to launch and operate their private practices. The software provides tools to set up initial operations, attract clients through online listings like Therapy Finder, process client intake forms paperlessly, and track appointment schedules. Solo clinicians can also access practice startup guides, business plan templates, and insurance setup resources to establish their business without paying commission fees on revenue.

Managing Client Onboarding and Scheduling

Practitioners use SimplePractice to streamline client intake and appointment administration. Clients can request appointments online, complete digital intake forms prior to visits, and interact via a dedicated Client Portal. Clinicians synchronize practice calendars across their personal and professional devices, define out-of-office schedules, and send automated appointment reminders to reduce client no-shows. This administrative workflow allows care providers to manage daily scheduling and client onboarding without relying on physical paper documents.

Delivering Telehealth and Secure Client Communication

Healthcare providers use SimplePractice to conduct remote care sessions and maintain ongoing communication with clients. The platform includes HIPAA-compliant telehealth functionality, allowing clinicians to host video appointments directly within the system. Between active sessions, practitioners and clients can communicate securely using encrypted messaging tools within the Client Portal. This setup supports care delivery for both in-person and remote treatment models while protecting client confidentiality and personal data.

Documenting Clinical Care and Progress Notes

Clinicians use the platform to document client interactions, create structured treatment plans, and track therapeutic progress. SimplePractice includes specialty-specific documentation templates, such as SOAP note templates for occupational therapists and speech-language pathologists. Practitioners can leverage measurement-based care tools to evaluate clinical progress over time, as well as an integrated AI Note Taker that assists in generating accurate progress notes efficiently while meeting HIPAA compliance standards.

Billing Clients and Submitting Insurance Claims

Healthcare practices use SimplePractice to handle payment collections and health insurance workflows. Clinicians can accept credit cards, debit cards, FSA cards, and HSA cards using HIPAA-compliant credit card processing tools. For insured care, the platform enables practitioners to generate superbills, submit electronic insurance claims, track claim status, and reconcile payments. The software does not take a percentage of clinical earnings, allowing providers to retain their full collected income.

Connecting Health Plans and Referral Networks

Health plans, employers, EAPs, and health delivery organizations use SimpleConnect to coordinate behavioral health network operations. By embedding directly into SimplePractice EHR workflows, SimpleConnect provides real-time visibility into provider availability, directory data, and clinical capacity. Care teams and members can search for available providers and schedule appointments faster, while health organizations track network performance, optimize referral matching, and maintain closed-loop referral data exchanges.

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SimplePractice FAQs

What is SimplePractice?

SimplePractice is an electronic health record (EHR) and practice management platform designed for healthcare professionals, including therapists, speech-language pathologists, occupational therapists, and psychiatrists. Developed by SimplePractice, LLC in Santa Monica, California, the software provides tools for scheduling, paperless client onboarding, clinical documentation, telehealth, billing, and network connectivity through SimpleConnect.

Can I try SimplePractice before purchasing a subscription?

Yes, SimplePractice offers a free 30-day trial for new users to explore the platform. The trial period does not require credit card details to sign up. Additionally, when practitioners sign up for SimplePractice, they can receive free credentialing setup with up to two insurance payers to help launch their practice workflows.

Is SimplePractice HIPAA compliant?

Yes, SimplePractice includes HIPAA-compliant features designed to protect client data and practice privacy. These include HIPAA-compliant telehealth video sessions, secure messaging within the Client Portal, compliant credit card processing, HIPAA-compliant email guidance, data de-identification practices, and support for two-step verification security on clinician accounts.

Does SimplePractice take a percentage of clinical earnings?

No, SimplePractice does not take a percentage fee or commission from practitioner work or collected revenues. All earnings generated by clinicians through appointments and client billings remain with the practitioner, whether client payment is collected via credit card processing, debit cards, FSA and HSA cards, or insurance claims.

What types of healthcare practitioners can use SimplePractice?

SimplePractice is designed for solo and group healthcare practices across several specialties, including therapists, speech-language pathologists (SLPs), occupational therapists (OTs), and psychiatrists. The software offers clinical documentation templates tailored to these disciplines, such as SOAP note templates specifically designed for occupational therapy and speech-language therapy practices.

What is SimpleConnect and how does it work?

SimpleConnect is an infrastructure platform within SimplePractice that bridges the gap between healthcare providers and health plans, EAPs, employers, and health systems. Operating through Access Infrastructure and Network Infrastructure layers embedded in clinician workflows, it provides real-time search, appointment scheduling, directory accuracy, and analytics for closed-loop referral management.

How does client onboarding and scheduling work in SimplePractice?

SimplePractice allows new clients to discover practitioners through Therapy Finder and submit online appointment requests. Practitioners can send digital paperless intake documents for clients to complete before appointments. The calendar syncs across devices, allows setting out-of-office blocks, and sends automated appointment reminders to clients to reduce no-shows.

What payment methods and insurance tools are supported?

SimplePractice supports payment processing for credit cards, debit cards, FSA cards, and HSA cards using HIPAA-compliant credit card processing tools. For insurance management, the platform enables clinicians to create, submit, track, and reconcile insurance claims, as well as generate superbills for out-of-network client reimbursement.

What support options and educational resources are available?

SimplePractice provides direct customer support via chat, email, and phone calls. Users also have access to hundreds of educational resources, including business plan templates, practice startup guides, SOAP note templates, eBooks on insurance billing, and on-demand instructional videos covering telehealth and clinical topics.

Who uses SimplePractice?

SimplePractice is built for solo practices and group practices operating in outpatient behavioral health and allied healthcare fields. Supported practitioner roles include therapists, speech-language pathologists, occupational therapists, and psychiatrists. The platform also serves health plans, employers, employee assistance programs (EAPs), and health delivery organizations (HDOs) looking to manage referral networks and care coordination through SimpleConnect infrastructure.

  • Solo Practices
  • Group Practices
  • Therapists
  • Speech-Language Pathologists
  • Occupational Therapists
  • Psychiatrists
  • Health Plans
  • Employers & EAPs
  • Health Systems & Health Delivery Organizations

SimplePractice pros and cons

Until real users review SimplePractice, this tab shows what the vendor highlights and the points worth checking — never invented opinions.

What SimplePractice highlights

  • Free 30-day trial with no credit card required
  • Does not take a percentage of clinician earnings
  • Free credentialing assistance with up to two payers upon sign-up
  • Built-in HIPAA-compliant telehealth, secure messaging, and client portal
  • Integrated AI Note Taker and specialty-specific SOAP note templates
  • SimpleConnect network infrastructure for health plan visibility and closed-loop referrals
  • Multiple customer support channels including live chat, email, and phone support

Points to check before choosing

  • The vendor's website does not list specific pricing plans, tier costs, or fee structures
  • SimplePractice's website does not detail specific data storage limits or file attachment size limits
  • The vendor's website does not state which specific operating systems or mobile app platforms are supported for calendar sync
  • Details on international compliance standards outside US HIPAA regulations are not stated on the vendor's website

SimplePractice features

Therapy Finder

Therapy Finder is an online directory listing tool provided within SimplePractice that helps clinicians attract new clients. Practitioners can create public profiles to showcase their services and specialties. Clients seeking mental health or specialized care can discover providers through the directory and initiate contact or request appointments directly, helping solo and group practices build their client roster online.

Online Appointment Requests

SimplePractice enables practitioners to accept appointment requests online directly from prospective and existing clients. The feature integrates with the provider's calendar to display available time slots. Clients can submit scheduling requests at their convenience, allowing practices to fill open appointment slots and streamline the booking workflow without requiring manual phone calls or manual calendar entry.

Paperless Intakes

Paperless intakes allow healthcare practitioners to send digital onboarding documents to new clients prior to their initial appointments. Clients can review, complete, and submit intake forms online through the system. This paperless process reduces administrative data entry for practice staff, eliminates paper paperwork in the office, and ensures clinical documentation is ready before sessions begin.

Calendar Sync and Reminders

SimplePractice features calendar synchronization that updates appointment schedules across multiple personal and professional devices. Providers can set out-of-office time blocks to manage availability. The platform also sends automated appointment reminders to clients via digital messaging, helping practices minimize client no-shows and maintain consistent appointment attendance without manual reminder phone calls.

HIPAA-Compliant Telehealth

The platform includes built-in, HIPAA-compliant telehealth functionality for conducting video therapy and consultation sessions online. Clinicians can see clients remotely within the secure platform environment without installing third-party software. Telehealth features allow providers to expand their care reach to clients who prefer or require remote treatment options while maintaining data privacy.

Client Portal and Secure Messaging

The Client Portal offers clients a secure online portal to manage appointments, complete intake paperwork, and communicate with their care providers. Within the portal, secure messaging functionality allows clients and clinicians to send encrypted direct messages between scheduled sessions, supporting secure communication while protecting client privacy under HIPAA standards.

Progress Notes and Treatment Plans

SimplePractice provides documentation tools for creating structured progress notes, establishing comprehensive client treatment plans, and tracking ongoing therapeutic outcomes over time. The system offers pre-formatted templates, including SOAP notes customized for specialized professions like occupational therapy and speech-language pathology, allowing practitioners to complete clinical documentation systematically and quickly.

AI Note Taker

The AI Note Taker is an integrated documentation assistant designed to speed up clinical note writing. By using artificial intelligence built into the SimplePractice software, clinicians can draft progress notes and clinical documentation faster following client sessions, while adhering to HIPAA guidelines for data protection and privacy during automated text generation.

Measurement-Based Care

Measurement-based care tools in SimplePractice allow clinicians to track and evaluate client progress over the course of treatment using standardized metrics. Practitioners can monitor clinical outcomes, evaluate intervention efficacy, and adjust treatment plans based on objective data collected throughout care delivery, helping practices maintain quality client care standards.

Billing and Credit Card Processing

SimplePractice includes HIPAA-compliant payment processing tools that allow practices to collect payments directly from clients. Clinicians can accept payments made via credit cards, debit cards, Flexible Spending Account (FSA) cards, and Health Savings Account (HSA) cards. The platform processes financial transactions securely without taking a commission percentage from practitioner earnings.

Insurance Claims and Superbills

The insurance management feature allows practices to handle third-party billing tasks within the platform. Clinicians can create, submit, track, and reconcile insurance claims electronically. For out-of-network care, providers can generate superbills for clients to submit to their insurance providers for reimbursement. Free insurance credentialing assistance for up to two payers is available during signup.

SimpleConnect Infrastructure

SimpleConnect is an enterprise network infrastructure layer embedded directly into the SimplePractice platform. Operating via Access Infrastructure and Network Infrastructure modules, SimpleConnect provides health plans, employers, EAPs, and health systems with real-time directory accuracy, provider scheduling availability, and workflow analytics to facilitate closed-loop referrals and care coordination across behavioral health networks.

SimplePractice pricing

We don't publish prices: they change often and differ by country. Check current plans on SimplePractice's own pricing page.

SimplePractice provides a 30-day free trial that does not require a credit card upon sign-up. Free insurance credentialing assistance is offered for up to two payers when registering. SimplePractice does not take a percentage fee or commission from practitioner earnings. The vendor's website does not detail specific paid subscription plan names, pricing tiers, or fee amounts.

Free plan
Not stated on the site
Free trial
Yes

See SimplePractice pricing

SimplePractice integrations

SimplePractice integrates directly with health plan network platforms and health systems through its SimpleConnect infrastructure. SimpleConnect enables data exchange, real-time search, directory management, and referral routing between SimplePractice EHR users and external care networks, EAPs, and health delivery organizations. The platform also supports integrations for credentialing with up to two insurance payers upon account creation.

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SimplePractice support

SimplePractice provides customer support through direct contact options including live chat, email, and phone calls. Practitioners can also access an extensive online resource library featuring startup kits, business plan templates, SOAP note templates, eBooks, articles, and on-demand instructional videos covering clinical, administrative, and compliance subjects.

  • Live chat
  • Email
  • Phone call
  • Online resource library
  • Templates and guides
  • On-demand videos

SimplePractice reviews

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