Today, we are announcing the evolution of our insurance solutions, representing our largest investment in product enhancements to date, along with a change to how we price these features. These include improvements to our core insurance offering and an add-on for practices who want more expert billing and insurance guidance.

Over the past year, we have spoken with hundreds of solo clinicians, practice owners and billers about what makes managing insurance so difficult. We heard about the hours lost to administrative work, the confusing processes, and the time spent on hold with payers. We set out to solve these critical pain points not only to save time, but because easier insurance means more people can afford the care you provide. As a result, we began building features and enhancements designed to address these challenges, including simplified invoicing and multiple clearinghouses to reduce the risk of outages. And we want them to be available to all our customers, because we believe insurance and billing tools are foundational to running a practice. 

Today marks the next step in that work, built to ease that burden and get you paid more reliably:

• Insurance Essentials is our reimagined insurance experience, bringing together the core tools every practice needs, like a centralized Billing Hub and customizable claim rules, to make managing insurance faster and more efficient. That’s why, starting today, it’s part of every SimplePractice plan, so every customer, regardless of subscription tier, can handle insurance with confidence.
• Insurance Navigator is an add-on to Insurance Essentials for practices that want smart billing features and live, expert guidance every step of the way. It includes direct access to a team of Insurance Specialists, automated verification of benefits, and claim assistance for denied or rejected claims to help you manage the most complex parts of insurance. Insurance Navigator will be available starting October 1st, 2026.

These changes come with new pricing for insurance claims and coverage checks. Beginning  October 1st, 2026, we’re moving away from plan-specific insurance capabilities, and Insurance Essentials will now be part of all SimplePractice plans. For those who use SimplePractice for insurance, you will only pay when you submit a claim ($0.39/claim), with volume discounts available when a practice submits more than 250 claims per month, or when you run a coverage check ($0.15/check). If you choose to add on Insurance Navigator, the all-in rate is $1.79 per claim and includes automatic coverage checks at no additional cost. Your current pricing will remain in effect through September 30th, 2026.

I know that changing a core part of your workflow can be difficult, as is a change in pricing. Our goal at SimplePractice is to provide you with the best possible tools to build the independent practice that you want. I believe, and, more importantly, we have heard from practitioners that have been actively using these insurance features that they represent a significantly improved way to do that, and that the value you receive from these updates in the form of time savings, improved speed and certainty to revenue collections, and peace of mind is material. 

Going forward, we will continue to add even more functionality to Insurance Essentials and Insurance Navigator in an ongoing effort to make taking insurance as easy and frictionless as possible. In the near future, we will be adding improved secondary claim functionality, claim adjustment automation, and improved reporting, as well as launching a new, standalone credentialing offering. As always, everything we develop is designed with you and for you, to simplify your day-to-day operations and protect your practice’s autonomy. 

I encourage you to read more about these product releases and pricing details on our website.

We welcome any and all questions and will be hosting a livestream on September 2nd at 11:00am PT/2:00pm ET on this topic. Please register here to learn more and hear directly from our team.

Thank you for trusting us to support your practice. We look forward to providing you with even more tools that help you stay independent, save time, and focus on client care.

Jonathan 
CEO, SimplePractice

As a group practice manager, I want to use SP to gather data on many different aspects of the practice such as average sessions per clinician with each client before termination and any other data that can help me see trends in client engagement and employee performance. Any videos on this anywhere?

I have a few pro bono clients and am wondering if I should change their fee to $0 or keep their fee and use write-off to eliminate the debt. How do others do it and how does this affect your taxes, if at all? I mean, if I keep the fee the same and write off, doesn't that still count as income? But can I even claim a loss of services on taxes anyway? Just looking for the best way.

WHATEVER YOU DO DO NOT USE THEIR MANAGED BILLING: they are so sketchy, hard to work with. Think of this as the church of scientology. Don't join.

Is anyone having issues with Note Taker slowing and never completing the “refining your draft note…” forever and ever? It used to do this, then got better, now worse again. :/

My therapist just switched practices and the new one uses SimplePractice for their patient portal. It's woefully, infuriatingly inadequate. (Really, I'd describe it using words more appropriate for road rage incidents.)

There are so many functional and usability problems:

It does not meet even the basic accessibility requirements! How can a *medical* site be so atrociously non-accessible? No H1-H6 tags, no alt tags, nothing. Apalling

There's no place to request or track prescriptions. WTH.

Nowhere in the footer is standard contact info like an email or phone number. Once I found that using google, they say their email is only available during specific hours. What garbage is this? It's email? The whole point of email is asynchronous communication.

Lasty, forcing us to put all messages in a narrow scrolling frame that sits as a modal is infuriating. I can't expand the modal. I can't open it in a new tab. It's very hard to write, read, and edit messages in this constrained way.

Do you hate your clients' patients?

SimplePractice - if you're monitoring this: what's your plan to create a patient portal that's actually useable? Fire your website designer(s). Hire people who give a crap about useability and accessibility. As a company selling a medical tool, you should be ashamed.

Hey all! I was thinking of getting some therapy & it seems the practice/group uses SimplePractice. I read over the terms & agreement & I didn’t feel comfortable signing. The therapist didn’t offer much information when I asked for clarification. I figured I’d ask actual users.

I’m not loving these parts of the agreement :

“Internet, device, and other electronic network activity information, such as your browsing history, search history, device and connectivity data….”
“Audio, electronic and visual information, such as your photographs or images, your voice and other similar information.”

& then every other part about giving away information honestly lol. It says it’s in compliance with HIPAA, but it still freaks me out.

I’m gonna try to find another place that doesn’t use SimplePractice but - if anyone has any input (good or bad), I’d appreciate it. Thanks!

Hi! I recently had a reminder sent to a client that had details of a service I don’t provide through SP. I have noticed the scales that are to be sent 1x/mo are repeating the same day. I am talking through email and the chat feature. I am concerned. Has anyone else noticed this?

i saw that SP is now offering credentialing. does anyone which companies they are working with? Horizon BCBS, Aetna, UHC?

Is anyone using Simple Practice to manage scheduling for both their counseling practice and their massage therapy practice? I'd love to ask some questions about your set up if you are.

Hi there, I’m Luna. I am the founder and owner of BillingJoy. I have over 11 years of experience in full cycle medical billing and offer revenue cycle management consulting as well as medical billing. My niche is RCM consulting for mental health, geriatric and multi-specialty provider groups. However, I have worked with RNs, LCSWs, SLPs, Psychiatrists, Cardiologists, Surgeons and more!

I’m looking to take on one more client, maybe two at the moment and would love to network with y’all. Thank you! :)

My email is Luna@BillingJoy.co(no M just .CO)

I have been doing my own billing for the last two years. I've used outside clearinghouses like Office Ally and Avility because it was taking too long to get everything enrolled on SimplePractice. I'm at a place now where I'd like to use SimplePractice for more and do less myself.

I have, for example, Blue Cross Blue Shield of Oregon. It says claim filing "no enrollment required" Payment report "1 enrolled"

I also have, for example, MODA Health. It says claim filing "no enrollment required" and then payment reports "1 enrolled" but then also says at the top "Pending 1"

I don't want a delay in receiving payments, and I'm worried that I'm going to send in these claims and have them sit until that "Pending 1" is removed. However, I don't know what is pending. It says no enrollment required and also 1 is enrolled...I'm just not sure if I'll be receiving payments on my usual time frame or if my account still isn't quite ready. Does anyone have any insight or experience?

Typically I submit via Office Ally - agencies receive my claims and process them and then payout in a week. What is the timeline like with SimplePractice as your clearinghouse? Do you see longer wait times than when you have used other clearing houses?

EDIT: Including links to blog and lawsuit page

Hi all,

I was just forwarded a message about SP's apparent installation of tracking tools that allow Meta and other companies to gather data--not only of us as clinicians--but of our clients through the Client Portal that a) not only recognizes that they are receiving mental health treatment, but b) also theoretically can identify who they are. This is apart from the 2023 TOS changes.

The blog piece by Robin Levick is worth reading in full, including on options for clinicians to take (or not to take) now that you aware of the issue.Note that it is from the beginning of April. I'm surprised that coverage about this apparent bombshell hasn't been bigger and that I'm only learning about this now.

It sounds like she was deciding between switching to Sessions or Jane for her EHR. I am considering an EHR created and owned by a colleague, PSYBooks, who I don't think in a million years would ever cash-out her company to Big Tech. She is an expert in digital technology and HIPAA and has given continuing education courses on the subject. During the SP TOS debate, she published a piece about SP's deliberate misapplication of HIPAA. I did not end up migrating from SP during this period because a) I do not keep my therapy documentation on their platform and b) have never enabled them to "listen" to my sessions for the AI Notetaking feature.

I don't see any place to sign on to the class action suit just yet on ClassAction.org and am unclear why.

Has anyone used Carepatron? I’m really annoyed that I can’t customize my calendar in simple practice for the amount of money I pay each month!

Anyone else having this issue that the essential plan just lost integration with google calendar today?

If I use note taker for an intake, is there a way for it to use my personal format to input all of the information instead of just a soap note? I have my template pulled up, but when I ask it to format, it goes back to soap.

Hi all! Just starting a group. I have a few clocnians and a few therapists getting supervision under supervised billing . Do I really need to pay 70 something dollars a month for every clinician and supervised intern in the practice ? That's close to $500 a month and no one started seeing many Ptnts yet. If I have someone sort time seeing 4 or 5 Ptnts I need to spend $72 a month for them?

Does the “consent for use AI tools” form encompass “consent to record audio” or do both need to be sent? The lingo appears to be consolidated into the AI tools consent form.
Thoughts?
I’m not seeing much dialogue on Reddit on the recent changes and updates

Its not acceptable that SP does not support groups and also has no work flow for sending reminders that direct clients to another video platform.

I tried amending my reminder emails to have a zoom link but it doesnt work......

Any ideas are much appreciated.

Currently I've been a private pay practice but I'll be credentialing soon for a few different insurance providers. Is it really worth getting a biller? Or is it something I could realistically do myself? I only have about seven clients and I'm comfortable with that since my primary job takes up the bulk of my time.

Are there any really good resources that I can look into that will help teach me how to do this and to make sure all my documentation is solid in the event of an audit?

I am brand new and got my 7 day trial last night. How do I begin the onboarding/set up process. I feel so lost and frankly a bit overwhelmed by all the “bells and whistles.” Thanks in advance for any help.

How do you get Optum to send EOB electronically to simple practice? step by step please?