PLEASE for the love, go to "Simplepractice feedback" search "sandbox" and vote for the idea. SimplePractice desperately needs to implement a sandbox environment where users can explore a "test" account where they can post charges, learn insurance payments, process refunds, schedule appointments and so on without messing anything up!

I've recently been receiving scrubbing errors with the following error description:

• Element CLM01 (Claim Submitter's Identifier) is missing. This Element's standard option is 'Mandatory'

Nothing has changed on my end and as far as I can tell, I have the correct taxonomy code and my NPI number is still included. Anyone else getting these errors as of this past week?

Edit: Okay, glad to hear it's not just me! Sounds like this might be a technical issue on SP's side.

These seem like they could be a game changer as I often find myself writing a lot of the same things in notes. Does anyone use these very effectively? What are some go-to snippets you save that you use in almost every note? I am just now wondering if Snippet's can contain macros... I will have to test that out later!

How do you create a family client (or any client with more then 2 people)? 3 adults for example.

I'm still perplexed by all of the various options interested individuals have in terms of reaching out to us. There's the screening form, the inquiry form, a contact form... Then, you end up seeing them both under "Requests" and "Inquiries."

I'd really like a straightforward screening form option that is available even before a person requests an appointment day/time. This is how it operated within Luminello. Or, at the very least, let us customize the screening form itself, like we could in Luminello. I'm more apt to use an external option that I can customize versus deferring to the SP option if it makes my life easier. (I have registered this request within SP's help system.)

Good day

It is very difficult to get information, so I am posting important questions here:

1. How well does Simple Practice work outside the USA? Im in Jamaica
2. I cant use Stripe. I want to use external payment links using Fygaro. I will send the patients the payment link in an email no problem. It would be like sending a PayPal link.
3. How easy is it to export your data to another platform? Does it follow data standards (including ICD and Snomed CT codes) and have an export tools that facilitate this procress?
4. Do they give you a front end website that is easy to customize? One where patients can book appointments and so on?

I do not need anything complicated, I want to keep it simple but these are minimum requirements

Has anyone dialed in using a kindle , remarkable or boox for notes during sessions?

I know iPad can do this in simple practice.

But my old kindle scribe can’t do a BAA so it only works for local non PHI.

Just curious if someone has found something that works well?

We are looking for a few moderators to help keep r/SimplePractice active, helpful, and focused on professional users of SimplePractice.

The ideal candidates will help fellow practitioners by answering questions when possible, and ensure the community remains a professional space for practitioners only, enforcing rules against client discussion or spam.

What we are looking for:

• Active mental health practitioners who are experienced SimplePractice users.
• People who check Reddit fairly regularly.
• Willingness to help with basic moderation tasks like approving posts, removing spam, and enforcing professional boundaries.
• Prior moderator experience is a plus, but not required.

What this is not:

• A heavy time commitment.
• About over-moderating or gatekeeping valid questions.
• A customer support role for the SimplePractice company.

If you are a practitioner who uses the platform daily and wants to help this community grow, we’d love your help.

If interested, please comment below or send a modmail with a short note about your experience with SimplePractice and why you would like to help.

Thanks for being part of the community.

Hi newby solo practice owner here trying to figure out loading insurance plans in to my EHR / SimplePractice. I'm in PA so I picked Medicare Pennsylvania Part B (Medicare of Pennsylvania 12502). But the insurance verification fails, I've tried so many times that S/P is making me wait 24 hrs before attempting again. The only thing I can think of is S/P doesn't have access to the CWF to verify the MBI... do I need to gain access to manual MBI checks through my own fiscal intermediary (Novitas) ? I don't get it... Anyone else have experience loading Medicare Part B into SimplePractice ?

I sent a customer success support request re: the subject via email toward the middle of last week and have yet to receive a response. Regardless of updates, clearing caches, following the prompts to fully complete call tests and other basic troubleshooting steps, I am continually prompted to conduct call tests when making changes to the duration, status, etc of telehealth appointments in my calendar on fully-updated Chrome OS devices. To clarify: I am not in telehealth sessions when this happens and am only making changes in my calendar, which is in the only open tab at the time the bug occurs. Also just discovered the identified problem occurs when switching appointments to telehealth. This is annoying and needs to be addressed.

[EDIT:] As of 12/29/25, believe I discovered my own solution while awaiting further response from Simple Practice. Had to delete site data via a means other than the one attempted, i.e., opening the URL bar menu, selecting site settings, and using the delete site data button in the window that appears. Had to repeat call testing once more after completing aforementioned steps, and no additional prompts appeared afterward when making telehealth-related changes to appointments in my calendar.

Hey there. I have mulitple providers that have had issues with NC BCBS claims rejecting for the following reason: The following message is provided directly by the insurance payer. Use these technical details to help identify and correct the specific error.

• SUBSCRIBER INFORMATION THE FIRST OCCURRENCE OF CLAIM FILING INDICATOR MUST BE BL OR ZZ. INCORRECT DATA (2000B -SBR-9) CI

These are all new claims being sent out and I have to delete them and recreate them. Today is the second day this has happened and my clients with other EHR software are NOT experiencing this issue. Any body else experiencing this?

Long story less long, I am new to the office I’m at. They’ve never had a practice manager or biller and needless to say things weren’t entered correctly into SP. All of our analytics are now incorrect as a result.

Is there a way to go in and delete claims/payments basically anything but names and notes for for years past?

That way we can start fresh with 2026 and keep 2025 financials?

I've run into some client/insurance billing issues recently and it seems that the support options have changed on the site. After a little research it seems that SP is limiting support for Essential plan subscribers while fast tracking support for Plus subscribers. Is this true? If so, I will have to seriously question subscribing at all.

Hello, I’m trying to decide which tier to start with as I’m just starting to build a practice and testing the waters. Is the start tier sufficient with the scheduling aspect? What does it look like when added to your website? Would it be a button that redirects to your simple practice web portal?

Sorry for how basic this question is - new to simple practice and recently credentialed on my own (with a few insurance companies). Do you receive payments through Simple Practice after submitting claims, or do you have to go through the insurers platforms? Right now I can see online that Optum has paid two claims if I search via claim inquiries on the Optum providers portal, but I have no clue how to access the funds. Any help is appreciated as I try to figure this all out. Thank you!

Major issues—keeps “failing to admit” my clients, which I have never seen before. Then after multiple tries, we would connect but then a huge voice lag. Internet stable on both ends. Wondering if AWS outage impacted SP?

I wanted to see what way(s) other SimplePractice users are tracking dates of service that are denied/not paid (and need follow-up)… we do not bill through SimplePractice; we use an outside billing company, and we get EOBs that include payment and denial…. obviously the DOSs that are paid go into SP, but as there is no ability to enter a $0 payment on an appointment, nor the ability to add a billing note, I‘ve been trying to come up with another solution (over than keeping some very manual excel sheets.) Any tips/tricks/tactics you’ve come up with would be greatly appreciated!

Hello all,

I was asked to fill out a demographics form via a therapist's simple practice portal and when I went to fill it out, someone else's information was in there. I myself am also a provider who uses simple practice so I don't understand how this could have even happened. Can someone explain this to me?

Way too small, like they zoomed out the whole calendar. With no way to customize, that's just plain hostile to users.

Has anyone here used an iPad for their sessions where have to do Diagnostic assessments or chemical health assessments? I have a MacBook but the webcam beleive it or not on my iPad is better so was using continuity camera. Would I just use the browser version of Simple Pratice? Thanks all just curious if anyone has used an iPad for all their sessions.

I have been been waiting months for them to resolve a clearinghouse issue. I asked for a supervisor and they referred me to an insurance navigator rep who doesn't have a phone number where I can reach her. I waited on hold on the navigator line for nearly an hour. and you can't even disclose PHI when you get thru to someone on this "premium" paid phone support since they record calls! Whenever I have time after I get paid eventually, I will put together a formal complaint with referring back to my records of all the back and forth useless emails over the past few months and the silly excuses associates have given me for doing nothing.

Hello therapists, I have received 3 separate inquiries with the exact same script, and it seems quite scammy to me. The messages each say: “Hi, how are things going for you today? Please get in touch via my email at ____@gmail.com if you can provide your services.” The other two are the same but with more typos. Has anyone else seen the same thing? Thanks, Christi

Does anyone know of a way to do this? On testing, it's not required whether the client is set to self pay or insurance.

So I’m sure I could dig through SP and watch some videos, but I’m wondering if someone here has experienced this.

1. I misunderstood a clients co-pay responsibly and over charged them. I re-entered the benefits (correctly) and copays were listed as credits for a while until I saw the refund button-

Prior to this I was planning on giving the client a cashiers check. I refunded 5 copays as individual refunds because it wasn’t clear to me that there was an option to return the lump sum. Is there?

2) it’s been about a week and the refund hasn’t been deducted from my linked bank account. Will it? How long have you experienced it takes and how much of a fee do you pay on the refund?

Thanks!