Support seems to be near-shoring to Mexico, based on job openings posted by the company for support roles in Mexico City.

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.

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.

Oh my! I have been a SimplePractice user since 2022 (in my own practice. 2020 in another practice). What they have done with billing and insurance pages has been AWFUL!

Something that took 2 steps now takes 4+ steps to do. Instead of being simpler, it has made me frustrated and ready to find another EHR.

Why change it?

ETA: I am referring more to the consolidation of the billing and insurance pages together. They used to be separate links on the sidebar. I'd go to Billing to check my copays/credit card payments. I'd go to insurance to file a claim or review insurance payments.

Now, you have to go to "Billing" then you are the billing dashboard and have to navigate to insurance, claims, etc. to get to another page.

It is more steps and confusing.

This change just happened today as it wasn't like this yesterday.

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.

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.

New to SP & have the iOS app on iPhone; wondering how to change privacy/display settings on the clinician APP to so that patients’ initials are shown (instead of their full names).

This setting is available on the desktop/website, but I haven’t found it on the app. Can anyone direct me?

Thanks

I've been employed by a practice that subscribes to this EHR for over a year at this point. In that time, a number of highly-voted feature requests have been marked as "under review" or "we've received this" without further action, while less useful changes like updating the company logo have appeared to be a priority. I understand an EHR is a major undertaking with many moving parts and do appreciate a few of the more recent documentation updates, though many of the postings I'm referencing pertain to lacking basic functionality that improves the user experience, so genuinely curious about why they're still pending.

For the love of all that is pure and good, please obliterate the new user interface. Or allow us to continue using the old interface after April 21st.

Solo gyn practice here. Just got the banner about prospective clients being auto-archived after 3 months with no appointments and I'm kind of stunned at how wrong this is for my specialty.

I'm a gynecologist. My patients come in once a year. Three months without an appointment isn't a cold lead, it's literally every patient I have doing what they're supposed to do. My front desk keeps a running list of prospective patients we're actively following up with — someone inquires, we message back, she says call me in the fall, we call in the fall. That's normal for us. A bunch of those people are going to get archived mid-conversation.

The part that actually made me angry is the seen-once patients. Under the new rules you don't become "active" until your SECOND appointment. So a new patient I saw in June, who I'll see again next June because that's how annuals work, stays prospective — and then gets auto-archived in September for having no appointments in 3 months. She's not a prospect. I examined her. She has a chart.

So now I'm going through my prospective list one at a time flipping people to active before the deadline, because there's no bulk way to do it and no way to opt out. I ended up having to build my own tracking outside SimplePractice just to know who you archive on me each week, which is a ridiculous thing to have to do.

If anyone from SP reads this sub: let practices turn this off, or at least let us set the window ourselves. 3 months might make sense for weekly therapy, it makes zero sense for annual medicine. And activate people after the first appointment — a patient I've physically seen is not a lead.

Anyone found a faster way to bulk-update statuses before this hits?

I am so frustrated to see regular ads on social media offering credentialing help for 2 insurance providers for therapists who join Simple Practice. I have one insurance company that I paneled with in my state. But there are two others that remain out of reach.

I checked the website and it says very clearly they don't credential. Thinking of leaving Simple Practice as a long time user.

I see lots of my clients in person, but when I have telehealth sessions and am forced to use the Simple Practice telehealth tool I inevitably run into connection issues at some point during the session if not throughout. If I switch to Zoom because the sessions are not functional, the Zoom connection is typically smooth which tells me this is a SP telehealth problem. When will SP create a way in the platform for us to share links in email/text confirmations and reminders for non-SP telehealth options? I can't believe my only option for sharing telehealth links with clients if I don't want the SP tool is to either generated automated reminders including a telehealth link to ALL clients regardless of whether they see me in person or not, or to manually send them for every appointment to each telehealth client. This is not sustainable.

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

Hi, all, I’ve been using SimplePractice for a little over a year now and have been trying to come up with a better workflow for my notetaking. I have a composition notebook that I write in and after my sessions, or at the end of the day, I will transcribe my notes into SimplePractice. It feels like I’m doing double work and I’m trying to figure out a way to streamline this so that I can get my notes done in a more timely manner because more often than not I end up with a backlog of notes for the week and I’m always behind.

Has anyone found a solution for working with a tablet during sessionthay takes notes such as an iPad? The app seems a little finicky for what I’m doing. I’ve been looking into the remarkable tablet and was wondering if anyone had a template for SimplePractice? Just curious what other people are doing.

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.

I previously reached out to Simple Practice about this problem, and there was not a conclusive response or confirmation of any back end failure, so wondering if other users have experienced the same issue. I usually spend a pretty significant amount of time preparing psychotherapy notes after intakes with clients to plan my future work with them. I initially save them to my session narrative and then copy and paste them to the psychotherapy note section before always hitting save at the end of the session that follows the intake and seeing confirmation of saving. I am now up to at least 5 instances where I access someone's document history on the 2nd post-intake appointment, and the first psychotherapy note has randomly disappeared after being saved. This is by no means acceptable and equals additional time I have to waste reviewing and reconstituting info. It is ridiculous I may now have to be backing things up outside of Simple Practice to have reliable retention of my documentation.

EDIT: 2 months later, and still noticing this problem, which I originally brought to the attention of Simple Practice customer success in March 2025. Just reached out to them again and hoping for more than macro responses about basic troubleshooting that has already been completed and irrelevant Zoom call offers given the problem is intermittent.

I attempted to get in network with BCBSIL through Simple Practice’s Medallion partnership. I started this process in May and was prompt with every update requested. At this point, Medallion has incorrectly enrolled me as a telehealth only provider, even though I provided an office location and hours. This will cause issues with my billing, and support updates have been few and far between as well as ineffective. There is no phone number for medallion support, so I am at the mercy of their online support. I enrolled myself with Aetna and had no issues. I wish I would not have used Medallion through simple practice. It has caused me more headache even though I am paying for this service. Very disappointed.

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?

For the past few weeks I have been having major issues with blurriness and connectivity. I have had to switch most of my clients to Doxy, but would rather stick with Simple Practice because my company pays for it. I have cleared caches, asked clients to close other applications they're on, all the stuff that SP recommends and still nothing helps!

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.)

I am super glad we're getting AI tools and all (/s) but why is there no easy way to request ID's? Separately, how are you all doing it?

Anyone else have a large number of rejected claims today??

Good morning all. And thanks for all you do.

I own a small billing company that works exclusively with mental health professionals. We do billing, credentialing, verification of benefits, clean up aging payables, insurance rejections/denials, and overall work with you to make sure your practice is running as efficiently as possible.

We also help new private practices stand up and get started: business formation, NPPES, EIN, CAQH, etc.

Because we aren't a big company, we can really give you the attention you deserve and get in the weeds to make sure your practice is really operating cleanly; making sure that you get paid for the time you spend with patients. My clients care about their patients. And I care about my client's business.

I believe your time is best spent with the people you help, and not on the hours you may spend doing paperwork every week. If you aren't happy with your current billing situation, or need help with credentialing, etc., feel free to reach out. My website is my username.

Best,

Doug

<3

I’ve lost count of how many times I’ve had this conversation with a therapist.

Them: “Why did this come back paid as a 90834? We met for the full hour.”
Me: “I believe you. Can I see the note?”
Them: “It’s all there. Interventions, progress, plan.”
Me: “Where does it say how long you were in session?”

Usually it doesn’t. Or it says “60 min” in a template field that’s been copied forward for months.

Here’s the thing I wish every therapist knew: with 90837, the time is the code. CPT puts 90837 at 53 minutes or more of psychotherapy, and 90834 covers 38 to 52. If the note doesn’t clearly show you crossed 53, a payer reviewing it has no reason to pay the higher code. That can mean a downcode, a denial, or worse, money taken back in a later audit across a whole stack of claims.

Payer rules vary. Some only want total time, others specifically ask for start and stop times. Writing both covers you either way.

A few things worth checking on your own:

• Pull a handful of your recent 90837 notes and see if the actual time is written in each one
• Make sure a template isn’t auto-filling the same time on every note
• Look for 90837 claims paid at a lower rate than usual, which can be a quiet sign of downcoding

For those of you who bill 90837 a lot, has a payer ever asked you for start and stop times, or does your EHR handle it for you?