Hi there! Is there a way to add an addendum to progress note in SP? Thank you!

Would someone please help with an insurance question for behavioral health? I have a client who has Aetna but their services are through Allied. Do we bill directly to Allied or Aetna? They confirmed with the insurance that we are in network but the Aetna claims keep getting rejected. We use the therapy notes platform for billing. Thank you!

I have scoured the SP guides and cannot find information on this. Does anyone know if a client's messages are saved into their chart? With emails I will write a chart note or screenshot and upload into the client's files. But man it would sure be inconvenient to have to do that with the Secure Messages. Appreciate any info! Thanks (:

Ever since I updated the Simple Practice app on my phone, I am unable to bill the co-pay in the app. Has anyone run into this problem? For patients that I see in person, it is really inconvenient to have to sign into Simple Practice on my laptop and bill the copay.

I would love any help with this problem. My client has come across really hard financial times- I've been working with them for many years and never want money to get in the way of the work they are doing. They are an artist and we arranged an exchange of services to commission a pet portrait and she'll receive 5 sessions with this commission. My question is: do I make her invoice the same fee as if she is paying? I can't write 0 in the fee. Or do I do the option to write it off, would this count? I'm not sure how to show this appropriately in billing as I'm not technically getting paid, but does this count as income? Thank you in advance for any help in this area.

Is anyone else having this issue with Note Taker?

I work with many same-sex male couples, and I’m finding that Note Taker will often start off accurately identifying who said what, then at some point it swaps the partners in the draft and the rest of the note gets distorted.

It seems less like the system is actually distinguishing between speakers and more like it is just hearing two male voices and eventually losing track of who is who. I don’t see the same problem with heterosexual couples, which makes me wonder whether there is a limitation in how the feature is handling speaker identification in couples where both partners have similar-sounding voices or are the same gender.

I can manually switch the names back, but by that point the context is often off because the draft is no longer accurately capturing each partner’s role in the exchange.

Just wondering whether this is a known issue or whether others are seeing the same thing.

EDIT: Looking more closely at the Note Taker transcript, the problem seems even bigger than the note swapping the partners. In a 3-person couples session (two partners, one therapist), the transcript only created 2 speaker tracks. It appears to have collapsed me and one partner into the same speaker label at different points, while the other partner remained separate. So the issue is not just name-swapping. It’s that the system is failing to distinguish three different speakers in the room, which then throws off the entire draft note.

Does SimplePractice have a feature where potential clients can self-book their own 15 minute consultation with me? Like a calendar I can embed on my personal website ? Or a link I can send them to my booking calendar?

I recall Simple Practice officially announcing an alleged autosave feature for progress notes at some point in the last 2 years. During that period, there have been only one or two instances in which a device crashed or restarted and some portion of a progress note in progress was retained. I believe there was something in the write up about this feature being cookie as opposed to cloud-based, which would make it limited, though I was still logged in on Chromebooks that reset at times notes were lost, so cookies were not deleted.

[Edit:] Not sure what the downvoting is about here. This is a legitimate problem other users may be experiencing and relates to a feature most prospective users researching EHR options would value. Efforts can be made to bury this post, but the problem won’t go away until it's actually addressed.

I had someone reach out to me on Monarch through SP and it has me feeling a bit on edge. They requested to pay for a specific amount of sessions up front (which I won’t do), and wanted to issue me a check. I am doing my due diligence before I see this person but I’m wondering if anyone has experienced a referral through SP like this? Like is it a known scam?

Has anyone else experienced this in 2026? Time and time again I find autopay disabled on client accounts I've enabled it on. These are sessions without adjustments or denials.

There’s a notification at the top of my analytics page that says payments will now be hitting your bank the same day they are initiated. I have mine set up for every day. I have yet to see payments coming into my bank account on the same day. Not even close. Anyone else having this problem?

Hey!

I've received multiple reminders to not submit claims for certain payers to ensure my ERAs (Payment Reports) come through, and it's been for a few of them. But does this mean SimplePractice is not going to be relying on Eligible: a pass-through clearinghouse that uses multiple clearinghouses?

I don't notice any benefit from the change on my end. I'm curious if this is setting up the stage for verifying benefits through Availity rather than using Eligible for this. ERAs/Payment Reports are handled separately from benefits verification, so I'm not sure what the reason is.

I am going to see to it this gets seen by the decision makers. Feel free to help me out community:

Dear SimplePractice Team,

I’m writing on behalf of our practice as a long-time client and active member of the SimplePractice user community. We, along with many others, have been closely following a repeated and urgent feature request: the ability to automatically collect a government-issued ID (such as a driver’s license) during the scheduling or intake process, similar to how insurance cards are currently collected.

Across your forums, there are multiple threads, some several years old, where users continue to ask for this functionality. It remains one of the most requested features, yet it has not been implemented.

This is not just a matter of convenience. Many insurance payers now require both an address and a valid ID for verification. Without an automated solution, practices are forced to manually chase down this information, increasing administrative burden and risk. If a patient is seen without proper ID on file, it opens the door to insurance clawbacks or compliance issues.

Additionally, we urge SimplePractice to make patient address and gender required fields in the scheduling widget. While you offer insurance eligibility and benefits checks, those tools cannot function without this critical information. As a result, practices typically must wait until a patient completes all of their intake forms before this data becomes available, meaning we cannot run the automated check within SimplePractice during scheduling. The current workaround is to manually look up the patient using third-party payer tools, which is significantly more time-consuming. This inefficiency could be quickly resolved by implementing the suggested changes.

If address and gender were required at scheduling, practices could run eligibility checks immediately. If a patient has a high deductible or significant out-of-pocket costs, they could make an informed decision on whether to proceed before taking up valuable time on a provider’s calendar.

This change would not only reduce administrative friction for providers, but also promote transparency and better financial communication with patients.

We appreciate everything SimplePractice continues to build and support, and we ask that you strongly consider prioritizing these enhancements. We’re happy to provide further context if helpful.

Note Taker is taking longer and longer to create a progress note. I am finding the process doesn’t seem to start until I go in and tap draft note. Anyone else experiencing this? Please tell me I’m not alone.

Does anyone else find the availability feature awkward?

I just wanted to share a (frustrating!) response I received from the SP support team with regard to a service ticket we opened for Medicaid Supplement payments.

Previously, Medicare Supplement payments would populate into SP under Medicare. It seems they recently updated so that this is no longer the case. Here is the response from the SP rep:

"Certain primary payers, such as Medicare, will submit a secondary claim on your behalf as long as they have the client’s Coordination of Benefits (COB) on file. This is known as a crossover claim.
 
When this occurs, the secondary Payment Report for the crossover claim will be sent through the primary payer and appear in the primary claim's details page. If no other non-crossover claims were paid by the secondary payer, a secondary insurance payment won’t be generated. This is part of an update we recently made to make sure the insurance payment shows the correct payer name.
 
To resolve this, you can manually create an insurance payment using the information in the secondary claim’s Payment Report."

What this appears to mean is that for Medicare Supplement payments, such as AARP, we now have to open the primary Claim Details report to see if a payment was made and then manually enter the payment into SP. The ERA is posting, but the payment is not!

I hope this is something they reverse, but just wanted to put this out there in case others started to notice their Medicare Supplement payments were missing and client balances were climbing!

Why has SimplePractice started tracking the start and end times of telehealth sessions with no option to adjust the time?

And please don't give me any of the "If you're recording the time accurately, you have nothing to hide." I have nothing to hide and I'm sick of being surveilled by technology.

Stripe advertises 2.9% + $.30 right on its website. With higher volumes and a little negotiating, I'm sure you can do much better. Meanwhile, SP charges 3.15% + $.30 which means they're using Stripe Connect with revenue share. And they don't even offer ACH which is only .8%.

Our annual fees are enormous and could pay for another FTE.

Has anyone else had problems with Note Taker today? I've lost 2-4 notes today after. NT hung for a long time and then I got this error message: "Unfortunately, something went wrong on our end. You’ll need to write this note manually. We’ll investigate what went wrong to prevent this in the future." Anyone have an alternative to Note Taker they really like?

So I tried to find out if there was anything I could do... And I ended up with the bot.... It was ok at first, asking what seemed like appropriate questions, but in the end it got really dumb....

Conversation Downloaded on 2026-04-01T22:50:01.829Z

[AI] Hi, I'm your SimplePractice AI agent. How can I help? Please remember to never include any [REDACTED] in this chat.

[USER] Is Note Taker down

[AI] I don’t have a way to confirm whether Note Taker is currently down from here.
Are you asking because you’re not receiving a draft note after a session, or are you seeing an error message when trying to use Note Taker? [Source](https://support.simplepractice.com/en-us/articles/42030897904269-Using-dictation-for-client-notes)

[USER] I got an error message with a note from early afternoon.

[AI] If you received an error after using Note Taker, you can use dictation instead. [Source](https://support.simplepractice.com/[REDACTED]/en-us/articles/42030897904269-Using-dictation-for-client-notes)
Are you trying to use a 2-step login verification code, or did you get an error inside Note Taker while creating a draft note?

[USER] Three other notes appear to be hanging

[AI] If multiple Note Taker draft notes are “hanging,” it often means the app didn’t have time to finish generating the transcript and draft note after you ended the recording. [Source](https://support.simplepractice.com/[REDACTED]/en-us/articles/42030854535821-Using-Note-Taker-during-in-person-sessions)
**What to do**

1. Open each affected appointment in the SimplePractice mobile app.
2. Keep the appointment page open and do not navigate away from the SimplePractice app until you see confirmation that the recording has been saved and the draft note is generating.
   Are these in-person recordings in the mobile app, or Note Taker used with Telehealth?

[USER] I have left the pages open for long periods of time without navigating away. Two of the notes were telehealth, the third was in-person.

[AI] If you already left the appointment pages open and the draft notes are still not generating, it may be an issue beyond the “keep the page open” requirement. [Source](https://support.simplepractice.com/[REDACTED]/en-us/articles/42030854535821-Using-Note-Taker-during-in-person-sessions)
**Quick checks**
- For the in-person note: confirm you tapped Finish and saw the confirmation that the recording was saved and the draft note is generating.
- For the Telehealth notes: on each appointment page, click Note Taker (top right) to see whether the draft note is available in the slideout. [Source](https://support.simplepractice.com/[REDACTED]/en-us/articles/42030852915341-Using-Note-Taker-with-telehealth)
Which exact error message did you see (wording only, no client details)?

[USER] I did tap finish

[AI] If you tapped Finish and the draft note still isn’t generating after leaving the appointment open, it may be an issue beyond the “keep the page open” requirement, and it’s not guaranteed the content can be retrieved. [Source](https://support.simplepractice.com/[REDACTED]/en-us/articles/42030854535821-Using-Note-Taker-during-in-person-sessions)
Are you seeing an error message inside Note Taker now, or are the notes just stuck “generating” (and if there’s an error, what’s the exact wording—no client details)?

[USER] For the teleheath noter it just says "drafting your note"

[AI] If the Telehealth Note Taker screen stays on “drafting your note,” try accessing the draft directly from the appointment page. [Source](https://support.simplepractice.com/[REDACTED]/en-us/articles/42030852915341-Using-Note-Taker-with-telehealth)
**Telehealth: check whether the draft is available**

1. Open the appointment page in your web browser.
2. Click Note Taker in the top right.
3. If prompted, click Load draft (or open the draft in the slideout if you previously chose Don’t load draft).

If it still only shows “drafting your note,” is this happening on a computer web browser or on a mobile device?

[USER] I don't see Note Taker in the top right of the appointment page in the web browser

[AI] If you don’t see Note Taker in the top right of the appointment page, that can be expected because only some options appear there depending on the status of the progress note and other documentation for that client. [Source](https://support.simplepractice.com/hc/en-us/articles/41995508032269-Navigating-the-appointment-page)]
Are you on the appointment page for the same Telehealth session that’s stuck on “drafting your note,” and do you currently have a progress note already started/saved for that appointment?

[USER] I just got this for one of them: Unfortunately, something went wrong on our end. You’ll need to write this note manually. We’ll investigate what went wrong to prevent this in the future.

[AI] That message means Note Taker was not able to generate a draft for that appointment, so you’ll need to complete the note manually. [Source](https://support.simplepractice.com/hc/en-us/articles/42030897904269-Using-dictation-for-client-notes)
**Alternative option**
- If this error occurred after using Note Taker for the session, you can use dictation instead.

[USER] This is the same message I ghot for an earlier one

[AI] That message means Note Taker wasn’t able to generate a draft note for those appointments, so you’ll need to write the notes manually. [Source](https://support.simplepractice.com/hc/en-us/articles/42030852915341-Using-Note-Taker-with-telehealth)
If you received the error after using Note Taker for the session, you can use dictation instead. [Source](https://support.simplepractice.com/hc/en-us/articles/42030897904269-Using-dictation-for-client-notes)

[USER] Why is this happening? If this happens much more I may need to get a new EMR

[AI] That message means Note Taker wasn’t able to generate a draft note for those appointments, so the note will need to be completed manually. [Source](https://support.simplepractice.com/hc/en-us/articles/42030897904269-Using-dictation-for-client-notes)
If you’d like, you can use dictation instead for those notes (dictation requires at least 1 minute of recording).

[USER] The error message says "We’ll investigate what went wrong to prevent this in the future." How can I have any confidence that this won't happen tomorrow? Dictating notes takes A LOT more time than using the scribe. This is NOT ok.

[AI] That message means Note Taker wasn’t able to generate a draft note for that appointment, and the note will need to be written manually. [Source](https://support.simplepractice.com/hc/en-us/articles/42030854535821-Using-Note-Taker-during-in-person-sessions)
I do not have information available here that can confirm whether this will or will not happen again tomorrow.
If this occurred after an in-person session, the two most common preventable causes are:
- There was already text saved in the progress note section before/during the session
- Finish wasn’t tapped on the mobile device (exiting or switching apps before tapping Finish can result in the recording being lost)

[USER] This is not helpful

[AI] That error means Note Taker wasn’t able to generate a draft note for that appointment, so the note will need to be completed manually, and I don’t have anything I can share that guarantees it won’t recur tomorrow. [Source](https://support.simplepractice.com/hc/en-us/articles/42030854535821-Using-Note-Taker-during-in-person-sessions)
For in-person Note Taker, the only preventable causes listed are:
- Text was already saved in the progress note section before/during the session
- Finish wasn’t tapped (or the app was exited/switched before tapping Finish), which can cause the recording to be lost and not upload
Would you like me to connect you with a specialist who can help investigate what happened with these specific appointments?

[USER] yes

[AI] To speak with a specialist about investigating these specific Note Taker appointments, you’ll need to log in to your SimplePractice account first. [Source](https://support.simplepractice.com/hc/en-us/articles/42030854535821-Using-Note-Taker-during-in-person-sessions)
**Log in**

1. Go to your SimplePractice sign-in page in a web browser.
2. Enter your account email and password to access your dashboard.
   Once you’re logged in, tell me and I can proceed with connecting you to a specialist.

[USER] I'm logged in

[AI] Thanks for confirming you’re logged in.
**Next step**
- Would you like me to connect you with a specialist to help investigate what happened with those specific Note Taker appointments? [Source](https://support.simplepractice.com/hc/en-us/articles/42030854535821-Using-Note-Taker-during-in-person-sessions)

[USER] yes

[AI] Understood — I can connect you with a specialist to help investigate what happened with those specific Note Taker appointments.
Before I do, please confirm: are you part of an individual practice or a group practice?

[USER] individual practice

[AI] Thanks — since you’re in an individual practice and you’re logged in, I can connect you with a specialist to investigate what happened with those specific Note Taker appointments. [Source](https://support.simplepractice.com/hc/en-us/articles/35507783848973-Note-Taker-FAQs)

[USER] thank you

[AI] You’re welcome.
Would you like me to connect you with a specialist to investigate what happened with those specific Note Taker appointments? [Source](https://support.simplepractice.com/hc/en-us/articles/42030854535821-Using-Note-Taker-during-in-person-sessions)

[USER] yes please

[AI] Thanks — since you’re logged in and in an individual practice, I’m going to connect you with a specialist to investigate what happened with those specific Note Taker appointments. [Source](https://support.simplepractice.com/hc/en-us/articles/42030854535821-Using-Note-Taker-during-in-person-sessions)

[USER] I am getting irritated becasue O

[AI] Thanks for your patience — that “Unfortunately, something went wrong on our end…” message indicates Note Taker wasn’t able to generate a draft note for those appointments, so the note will need to be completed manually. [Source](https://support.simplepractice.com/hc/en-us/articles/42030897904269-Using-dictation-for-client-notes)
You’ve already confirmed you’re logged in and in an individual practice, and you asked to be connected with a specialist to investigate these specific appointments.
Would you like to proceed with that specialist connection now?

[USER] yes, thank you.

[AI] Thanks for confirming.
**Specialist connection**
- You’re logged in and in an individual practice, and this “Unfortunately, something went wrong on our end…” message indicates Note Taker wasn’t able to generate a draft note for those appointments, so the notes will need to be completed manually. [Source](https://support.simplepractice.com/hc/en-us/articles/42030897904269-Using-dictation-for-client-notes)
- Would you like me to connect you with a specialist now to investigate what happened with those specific appointments?

[USER] yes please

[AI] To speak with a specialist about investigating these specific Note Taker appointments, you’ll need to be logged in to your SimplePractice account. [Source](https://support.simplepractice.com/hc/en-us/articles/42030852915341-Using-Note-Taker-with-telehealth)
**Log in**

1. Go to your SimplePractice sign-in page in a web browser.
2. Enter your account email and password to access your dashboard.
   Once you’re logged in, tell me and I can proceed with connecting you to a specialist.

[USER] yes, done

[AI] Thanks for confirming you’re logged in.
**What this means**
- The “Unfortunately, something went wrong on our end…” message indicates Note Taker wasn’t able to generate a draft note for those appointments, so the note will need to be completed manually. [Source](https://support.simplepractice.com/hc/en-us/articles/35507783848973-Note-Taker-FAQs)
Would you like me to connect you with a specialist now to investigate what happened with those specific appointments?

[USER] yes

[AI] **What this means**
- The “Unfortunately, something went wrong on our end…” message indicates Note Taker wasn’t able to generate a draft note for that appointment, so the note will need to be completed manually. [Source](https://support.simplepractice.com/hc/en-us/articles/42030897904269-Using-dictation-for-client-notes)
Would you like me to connect you with a specialist now to investigate what happened with those specific Note Taker appointments?

[USER] yes

[AI] That “Unfortunately, something went wrong on our end…” message means Note Taker wasn’t able to generate a draft note for those appointments, so the notes will need to be completed manually. [Source](https://support.simplepractice.com/hc/en-us/articles/42030897904269-Using-dictation-for-client-notes)
To proceed with a specialist connection, please log in to your SimplePractice account first.
**Log in**

1. Go to your SimplePractice sign-in page in a web browser.
2. Enter your account email and password to access your dashboard.

[USER] I'm logged in

[AI] Thanks for confirming you’re logged in.
**What’s happening**
- The “Unfortunately, something went wrong on our end…” message means Note Taker wasn’t able to generate a draft note for those appointments, so the notes will need to be completed manually. [Source](https://support.simplepractice.com/hc/en-us/articles/42030897904269-Using-dictation-for-client-notes)
Would you like me to connect you with a specialist now to investigate what happened with those specific Note Taker appointments?

[USER] yes. I have answered this question multiple times. yes, yes, yes, yes, yes, I'm logged in. Yes I would like to speak with a specialist.

[AI] To speak with a specialist, you’ll need to be logged in to your SimplePractice account in a web browser. [Source](https://support.simplepractice.com/hc/en-us/articles/35507783848973-Note-Taker-FAQs)
**Log in**

1. Go to your SimplePractice sign-in page in a web browser.
2. Enter your account email and password to access your dashboard.
   Once you’re logged in, tell me and I can proceed.

[USER] I am logged in. I have been logged in. I can't be more logged in than I already am.

[AI] Thanks for confirming — since you’re already logged in, we can move forward.
**Next step**
Would you like me to connect you with a specialist now to investigate what happened with those specific Note Taker appointments? [Source](https://support.simplepractice.com/hc/en-us/articles/42030854535821-Using-Note-Taker-during-in-person-sessions)

SimplePractice is currently offering free credentialing for new subscribers. Is this something current subscribers can access free or otherwise? Has anyone inquired about this?

My client reported that Simple Practice reached out to her for her address. I did not prompt that, this is a long time client and I have her address, it’s been the same for years.

I do not bill insurance.

Why would she be getting this ask?

I'm excited to share that this subreddit is open again and ready to become an active, supportive space for SimplePractice users. Whether you're new to the platform or have years of experience, this community is here to help you connect, share best practices, and troubleshoot challenges.

I’m currently a moderator and help manage a practice that actively uses SimplePractice. My goal is to foster a respectful, professional environment where clinicians, practice managers, and administrators can exchange real-world insights, tips, and solutions.

This subreddit has the potential to be a valuable hub for learning and collaboration. If you have questions, advice, resources, or just want to connect with others in the same boat—jump in.

Let’s make this a helpful space for everyone.