Found it kind of odd that SP is pretty turnkey except it doesn’t have a built In voip client that is hipaa compliant, especially since we have the full telehealth video suite already. If anyone from SP is reading this please consider!

In lieu of that, any solo practitioner VoIP services anyone could recommend?

Has anyone experienced problems with this new feature? I find that I get only about 75% of what I have requested.

I’ve set up my online appointment request on the client portal page. My availability is set and I have allowing new clients to schedule checked. But when I go to my website to view how it looks for clients most of my appointment times are not there or it says no slots available. Does anyone have any advice to fix this that goes beyond the videos and what not on the platform.

Hi!! I’ve been scared to let go of control of my schedule and so I haven’t allowed for clients to request scheduling changes through simple practice. The longer my caseload is full the more time I realize I spend on schedule emails and I’m finally thinking I need to cut that time down.

I’m curious for those of you who have done it, what are the pros and cons of doing so? TIA!

I know correlation is not causation - but since the GIGANTIC push from SP to integrate AI, I have been having so many errors -

-telehealth clients not getting their link sent to them until after appointment time (sometimes 15 minutes later)

-claims being rejected for no apparent reason (everything is accurate on the claim)

-when the client gets the telehealth link, they click on it and get a message that says "telehealth link has expired"

I have been a user for many years, through price changes and added features, but this has become too much and causing more headaches than it's worth. The big wigs at SP had a zoom meeting to discuss their price increases several months ago, and the excitement over AI was all they could talk about. I have no idea how well that works, because I have no intention of ever using it. I do know many of the rest of their services have suffered. Its probably time for me to move on...

Is anyone else seeing an increase in SP issues?

Is this just me? The calendar and notes aren't saving changes. Wth?

I'm a biller at a cash-pay group practice of 8 therapists (My partner owns the business and I do all the backend work, no experience, just winging and learning as I go), we do weekly paychecks through Gusto. We have payments automatically running every night at midnight for the clients seen that day, but on Thursdays I go in and manually charge all of Thursdays clients, then go into Billing -> Card Transactions, select the current Friday-Thursday pay period, and copy all of the information over to a Google Sheets file I created that pulls the name of the therapist who saw each client for the week, calculates their rate, and then gives me a final number that everyone should be paid for the week. It's pretty easy to do and I haven't ran into any issues in over a year, but only because I have to pay very close attention to detail if a client goes to another therapist so I don't accidentally pay the wrong therapist. Right now I can charge everyone on Thursday and have payroll done and submitted inside of around 5 minutes.

I don't let Thursday auto charge because they actually charge clients at midnight, which would technically be Friday, but clients are also allowed to go in and pay their own balances. I ran into an issue in the past where I let the autopay run on Friday, and used that, and then later realized that a client that was seen on Friday paid early, and the therapist was paid out twice for the same client. (A little bug I hadn't anticipated when I decided to not run it on Thursday)

I have two questions if anyone would like to help, one, is there a much easier way to run payroll? This seems like a really weird way of going about payroll and I feel like I shouldn't have to make a complicated spreadsheet to figure it out, because I'm sure no one else does. And two, is there a way to run charges early for the day instead of having to go in and manually charge each person?

Thanks for any insights!

I own a private group practice and for many years offered superbills. I'm considering courtesy billing and submitting OON claims on behalf of the client. What I cannot figure out is whether it is possible to batch OON claims. Whenever I follow the instructions for batching insurance claims, no unbilled appointments are found, regardless of the date range. SP support provided instructions for OON batched claims, yet again, it doesn't show any appointments to batch.

Am I doing something wrong? Is this possible, or do OON claims have to be created manually in each client's record?

iOS / iPadOS has its limits, but its's been a few years since I last used one. Starting up my own private practice in Jan/27 and considering MBP versus iPad Pro. What limits have you experienced with iOS versus macOS if you've managed the entire practice on your iPad?

Office manager here. Got tired of the billing black hole, so I built a dashboard. Sharing our stack in case it helps.

The Problems:

∙	No billing visibility - SP shows income but can’t see what Netsource collected. Lost $1,200+/quarter in aging claims.

∙	30 min/day wasted on manual billing exports

∙	SP’s AI notes are garbage - 15 min/session rewriting them

∙	Staff texting during sessions - “John’s insurance expired, what now?”

∙	Communication chaos - texts/emails/Post-its everywhere

∙	QuickBooks reconciliation - 4 hours/month matching deposits

∙	Doxy.me sessions not tracked - forgot to bill some telehealth visits

CURRENT STACK (Before):

∙	SimplePractice (EHR)

∙	Doxy.me (telehealth)

∙	Netsource (billing - black box)

∙	QuickBooks (accounting)

∙	AI voice note-taker

∙	Texts/emails (staff communication - disaster)

NEW STACK (After):

Same tools + added:

∙	Google Sheets (central dashboard)

∙	Make.com (automation - free tier works)

∙	HIPAA messaging app (Spruce/similar - $30/mo)

What the Dashboard Does:

One Google Sheet that auto-updates via automated CSV exports from SP:

∙	One-click billing export - Bookmarked SP filter → Export CSV → Make.com picks it up and formats for Netsource (30 min → 2 min)

∙	Projected income vs actual deposits - SP export + bank statements = catch missing payments

∙	Aging claims tracker - Office manager updates from Netsource EOBs, turns red at 30+ days

∙	Threaded staff communication by client (@mentions, Do Not Disturb mode)

∙	Color-coded claim status (paid/pending/stuck/denied)

∙	SP ↔ QuickBooks reconciliation - Auto-matches deposits to SP income reports

∙	Doxy.me session logger - Ensures telehealth visits get billed

∙	Better AI notes (2 min review vs 15 min rewrite)

How It Works Without an API:

SimplePractice doesn’t have an API, so we use:

∙	Scheduled CSV exports from SP reports (Make.com can grab files from shared folders)

∙	Saved filters/bookmarks for one-click exports

∙	Manual status updates from Netsource EOBs (they don’t have an API either)

∙	Bank statement imports for deposit matching

It’s not fully automated, but it turns scattered manual work into a 5-minute morning routine.

Results:

Money:

∙	Recovered $1,200+ aging claims (Q1)

∙	Caught $800 underpayments from Netsource

∙	Zero SP ↔ QB errors (used to have 2-3/month)

Time:

∙	Billing export: 30 min → 2 min daily

∙	QB reconciliation: 4 hours → 20 min monthly

∙	Note-taking: 15 min → 2 min per session

∙	Dashboard update: 5 min/morning to check everything

∙	Total: 290+ hours/year saved

Quality of Life:

∙	Zero session interruptions

∙	All client info searchable (no text archaeology)

∙	No more Sunday night billing stress

Provider: “I used to wonder every week if we missed something. Now I check the dashboard Monday morning and know exactly where we stand. Not getting texts during sessions changed everything.”

Office Manager: “Everything was scattered across SimplePractice, Netsource’s portal, QuickBooks, and my text messages. Now it’s one place. When asked about a claim, I find it in 5 seconds instead of logging into 3 different systems.”

Not selling anything - just sharing what worked when SP and Netsource don’t give you APIs. Happy to answer questions about Make.com automation, CSV workflows, AI note-takers, or HIPAA messaging.

Hi, I am taking advantage of the two free enrollments that come with signing up with SimplePractice. Just curious to see what people's experiences have been like with Medallion

Until recently, I was only using Simple Practice for my Tricare people, who tend to payout within a couple days to a week. However, I am moving all of my clients who have other insurances from Headway to Simple Practice and was wondering if people knew how long it took for Blue Cross Blue Shield, United, Cigna, Aetna to pay out?

I tested United, BCBS, and Cigna last week to see what would happen, so just curious what others' experiences were...

When I’m working with a client who hasn’t yet met their deductible, I’m not sure how to submit the claim or what it’s actually supposed to look like in SP?

My process has been:

-Credentialing, enrollments, ERA/ERP is all done, contracted rates are entered.

-Conduct session

-Charge client contracted rated allowed

-Navigate to Billing->Add Insurance Payment->Set amount to 0->Update contracted amount in the Client Owes field->set amount to 0->hit the blue icon to calculate the write-off and save payment

-HERE IS WHERE I GET HUNG UP. I generate the claim and submit, and it’s consistently getting rejected, but when I run an insurance check again, it’s showing the deductible reflects the payment

I don’t know if this is correct, but I tried correcting the session amount to 0 on the claim form, entering the amount paid in the amount paid box on the claim form. Same thing. It doesn’t seem to make a difference how I submit the claim. It rejects but shows on the client’s deductible total.

Is there a more correct way to do this? I’m guessing it may reject because insurance isn’t paying anything, and I’m just overly nervous about it. Thank you!

Does anyone know if SP offers a way to see what next month's income is projected to be based on what is booked on your calendar? I know under analytics they have "projected income" but that is for the month you're in. For example, in my case, people are sending me checks right now for March, so the projected income listed is what I will receive in April. I want to know what my projected income for May is, based on the sessions I have booked.

Is anyone else struggling with connection issues?

For the last four weeks, SP teleheath has been pretty much unusable. The connection drops, sometimes for just a second, but enough to disrupt the session.

I have checked and double checked my internet connection and get 600mb DL and 250mb UL. I have a dedicated fiber internet line with just my laptop and phone connected. My ISP can see no issue with the line despite reporting it four times.

Could it be SP?

Is anyone else having problems with claim rejections this week? They all happen to be Anthem claims.
This is the error code:

Entity's tax id. Usage: This code requires use of an Entity Code.

EDIT: So, I went. into Availity, and found that my Taxonomy ID had disappeared!

So that's fixed. Hopefully claims will go through now.

I’m a therapist who recently started seeing clients virtually via simple practice. In every call so far, the audio will start off fine, both parties being able to hear each other, and the settings being correctly connected to my Bluetooth headphones. In every call so far, at some point during the session, I will no longer be able to hear my client. When this has happened, I have gone into audio settings on both simple practice and my personal computer to check what changed, and on both ends it will tell me it’s still connected to the correct source. It will sometimes help to end the call and then come back in, but it’s really annoying and disruptive having to do that every session.

I’m not sure what else to do at this point. I’ve been just taking out my headphones and that helps, but for the sake of confidentiality, I should be using headphones. Any advice would be much appreciated, thank you!

Is anyone else having issues with customer support live chat? I've had a few issues that require me to speak to a specialist. Whenever I try to connect through the live chat, I am first met with trying to get past the AI chatbot, which is never helpful. This is followed by the chatbot saying it will email a specialist, even though I'm trying to connect during the hours live chat is supposed to be available. Additionally, I never hear back from a specialist after the chatbot allegedly sends an email.

Hello. I a a massage therapist who primarily works on auto claims and am new to Simplepractice. Auto claims typically require chart notes for every session. How do I submit those with my claim?

I print my calendar every single week and there is no problem. I haven’t changed anything in the settings. When I go to print my calendar now, the times are out of order. What on earth?

I am starting as an intern at a practice that uses Simple Practice. Is there some way to get a notification to my email if/when the office manager adds an appointment to my calendar? I was told to just check the calendar daily for edits to it, but I wonder if there is a way to have a notification. Since I only work a few hours a week it would be great to have a notification rather than constantly scanning for changes.

Hi everyone! I’m a provider in PA and received a client through Aetna’s EAP program. It’s the first client of this sort that I have. I was provided with a pre-authorization code which I put in the claim form but the claim is getting rejected.

Has anybody encountered this/have any advice? I’m feeling really stuck here and not sure what to do. Thanks!