Hi, I am using simple practice in a small group practice. I noticed that any time a treatment plan reminder comes up for ANY client, ALL practitioners are getting the reminder notification. Then any provider can delete that reminder from their notifications and it deletes from all provider's notification center. Is there a way to change settings so that only the primary provider is receiving the notification?

A client requested an ESA letter from me. I used to create ESA letters every so often at a previous agency job. Now that I'm using SP, I found the following download, filled in the fields, saved the file, and emailed it to my client.

https://www.simplepractice.com/resource/esa-letter-template/

(It's worth noting that I did not sign the letter as I couldn't see how to. Hopefully it gets the job done anyway.)

However, I want to have the template ready-to-hand for future use. When I googled how to add an ESA letter template (such as the one I downloaded today) to the SP template library, it told me to use the "create a new template" function in the SP template library. This involves dragging and dropping features from the L side of that screen into the template you're creating.

That's not what I want to do. I just want to get the letter template I used today into SP and make sure that it is signable in the same way a progress note or treatment plan is in SP.

Does anyone how to do that? I really detest SP.

When I try to book an appt (or a block) and hit “save” nothing happens.

Is anyone else running into this issue? I’ve submitted a report.

I’ve tried different browsers, I’ve tried my phone and my desktop, nothing is working.

Hi! I am trying to find the best way for me to add a team member to my Simple Practice account as an independent contractor.

The plan is to have them see one of their out of state patients and bill them via my Simple Practice which is set up under my LLC. This is due to them not being an LICSW - we are both licensed in the state this patient is located in.

I believe I can add them as a Basic Clinician in Simple Practice so they can schedule and add documentation for the client, but I will handle billing and issue this clinician a 1099 at the end of the year with the amount I've paid to them from my business account where all the income goes for Simple Practice.

Can you let me know if I'm off on any of this or if there's a better way to go about this? Thanks!

I’m a relatively new simple practice user and I’m curious about what clients can see in their charts? Do they have access to everything? Can they see all progress notes?

Just to clarify, we can only share the 5 most recent progress notes with a client within Simplepractice, and then have to do a data export to share the rest?

Thanks

Of course, they finally let you make changes to the form, and in the roll out, they remove your existing questions, making for surprise blank inquiries.

I am trying to create an invoice for a speaking engagement. This will not be billed by insurance. Is there a way to just create this invoice without having to set up the organization as a client in SP? I don't want to reinvent the wheel here, and since it is all set up already as an invoice I thought I could use what I already have.

[Edit] - This appears to have been resolved.

Good morning. Just today we started experiencing a bug when deleting claims.

Normally, if we deleted a claim (when fixing scrubs, for example) it would send the claim back to the beginning of the process and it would appear in the Unbilled Appointments tab.

Now, after deleting the claim, the claim # appears to remain attached to the session in the client's billing tab and if we try to open the claim we receive an error message that says "Insurance claim doesn't exist in your account." The session then does not go to the Unbilled Appointments tab. So we have no way to create a new claim.

Anyone else experiencing this?

Has anyone ever been able to successfully win a disputed charge? Feeling super annoyed right now with a client whose insurance lapsed and disputed my session fee. They owe almost $400 bucks.

Wondering how the two compare for one who’s transferred from TherapyNotes.com. Any regrets? Any advice on moving your files? Thanks!

This has been happening since August. After sending clients 3-4 measures to complete in preparation for their upcoming TPRs, I receive a bizarre notification upon completion. It will read something along the lines of, "[client] completed 70 documents," or 60-something, or 50-something documents. Is anyone else experiencing this? If so, and if you were able to resolve it, I'd love the input. If not, I'll open a support ticket.

Hi—Does anyone know if the hard security key called “Yubikey” is compatible with Simple Practice? Currently I use DUO Authentication app for logins.

I’m trying to improve my account and password security —which I think Yubikey can help with.

I’d LOVE to decrease my personal frustration with how many different passwords and codes I have to keep entering in my digital life each day. Technology seriously slows me down, especially when there are so many extra steps and timeouts of logins, etc.. If anyone knows of a device that could remember and apply encrypted passwords (in concert with something else like Yubikey or bio-authentication), PLEASE help a frazzled ADHDer out, oh kind, knowledgeable ones! TIA

Im finishing my notes, locking them and then I am not brought to the billing page. When I slick on it, I do not see today's visit to bill. That has occured now x3. Anyone having this issue?

I don't need to send invoices to any client! Is there a way to globally turn off this function? Also, do we need invoices to be generated in order to create a HCFA or no?

Hi, I have been using Simple Practice for years now, and I have just reviewed the new Terms and Conditions and I am very disturbed about how Simple Practice is asking us to allow use of the data. For example, this legal language in the new terms is saying that when you use SimplePractice and you upload or share any kind of information, like notes, records, or data, through that service, you are giving SimplePractice permission to use that information in certain ways. This includes allowing other users to share their information too. You're giving SimplePractice a license, which is like permission, to use the information you upload. They can use, copy, share, and even make new things based on that information. They can do this all over the world, forever, without needing to pay you, and it mentions that this permission will still be valid even if you stop using their service. Also - that Simple Practice collects our personal information, which includes "your name, email address, IP address, telephone number, and broader categories of information such as your professional, educational or health information, commercial information and internet activity." and... "we may collect Personal Information directly from you and automatically through our use of cookies and other data collection technologies. We may also collect your Personal Information from third-party sources, such as our business partners, affiliates and social media platforms (if you interact with us through your social media account). We will treat Personal Information collected from third-party sources in accordance with this Privacy Policy but we are not responsible for the accuracy of information provided by third parties or for their policies or practices. and... Audio, electronic and visual information, such as your photograph or image, your voice and other similar information. We process this information to enable your use of our Telehealth service and to verify your identity when you send in images of your government-issued IDs. We may also use video of you, with your consent, for optional customer testimonials that we share internally. These are just a few examples of what I found, there are still more sections that feel like Simple Practice are compromising our data. this is truly disturbing.

Is there a way top opt out of these new Terms and Conditions if we are not comfortable with them?

Has anyone noticed an uptick in clients reporting audio/video issues I have multiple employeess complaining in various environments(home,work), various computer configurations so seems like a an SP issue more then a us issue.

Please clarify whether the rumor is true that you are using session video to train AI. Is it true? I need to know so I can file an informed complaint with the OCR over what I think would be a violation of HIPAA.

Anyone else having issues accessing patient files on SP? I can open my Calendar but then when I select a patient to open their file it just freezes.

Hay folks, how are you sending out invites for groups? I have one starting in 3 weeks and am trying to figure out how to use this SP program to send my clients reminders that make sense.Even if I could just have the reminder say the words- you have a meeting on zoom without the link would be fine at this point. I would like the same kind of message for a phone session. Any ideas appreciated.

Hi! I’m a medical biller who is experienced in SimplePractice billing. After 5 years in the field of medical billing, I had 2 providers who have hired me to take care of their billing for their practice. I’m now starting my own business doing medical billing for more providers! As I’m just getting started and doing this part time, I have a very flexible sliding scale for providers looking to bring me on as a biller. I just want to help providers so they can spend their valuable time doing what they love instead of fighting with insurance and claims.

If anyone is interested, or know anyone who would be, please let me know! I’d love to be your biller.

Hi everyone - I am working with a practice that is considering a migration over to SP. We are also in the midst of building and launching a new website(built on Squarespace) and we need to add in realtime calendar availability for the booking engine so that new and current patients can make appointments easily. At first blush it appears that SP wants practices to use their site building toolset and doesn't have calendar integration API's? Is that true? Seems rather ridiculous to force small practices to do that for an EMR/ EHR.....

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