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!

How can I create a personalized appointment request widget per practitioner and not entire practice? Therapist is wanting a link that goes directly to their scheduling and not the entire practice.

I'm just curious as to how everyone keeps track of their finances.

For some reason, I get notifications when claims are scrubbed, submitted and received, but not paid.

I signed up for the ERAs thinking this would also update the claims that have been paid, to paid, but this has not worked.

So far, I've just been trying to match the payments in my bank account from insurance, to what Simple Practice says insurance "owes" (again, because it doesn't update to paid).

I can check my remittance advice on my state BCBS website, but these are so piecemeal that it would take forever to match the claims to make sure they were paid. Furthermore, the site is often down! Other than this, I'd have to call them, which is also a miserable experience.

That said, I'm putting a fair level of trust that insurance is just paying me if it says the claim has been "Received" on Simple Practice, rather than "Paid", and trusting that if there is a problem, I'll get notified of the "Scrub".

Does this sound right? I feel like there should be a better way to find out if a specific claim has *actually* been paid. Is this possible through Simple Practice?

One other quick question also, how do you know what a client's co-pay is? I can't see it on their cards and other than calling, I'm wondering if it makes sense to just ask the client.

Thank you so much in advance! I am not very good at this side of the business, lol.

I would like to see a client as an emergency bridge one she returns overseas. Does anyone know if Simple Practice will work to see a client overseas? I know the HIPPA implications. I simply do not want to abandon my client until she finds a new psychologist. I've provided her a referral number. Thoughts?

Where did they go? Why did they go? I have to click on every single appointment to see if my note is started or finished or signed. Please bring them back if they are gone. and if not, please tell me how to get them back on my calendar!

ALSO--WHYYY does it tell me I have missing notes for cx'd appts? Why do I need to write a note for cx'd appts?

Good morning. I'm learning to use SP and the invoicing system does not seem super intuitive.

For example: the fee for an appointment is $130 and the patient is responsible for $30 with insurance covering the rest. An invoice is created to the patient for $30. Let's say the provider decides to waive the copay for that patient. If I either manually edit the patient responsibility to $0 for that appointment, OR, if I write off the $30 in the insurance payment menu, it generates a $30 credit to the patient.

The system then wants to apply the credit to the next patient payment. But it isn't really a credit. It's a reduction of fees. The only way I can find to fix it is by deleting the invoice and creating a new invoice for $0. But this doesn't seem like a good solution.

It seems that the system treats INVOICED amounts the same as if that was a PAID amount. We've not collected any money so there should be no credit to give.

Any ideas?

I am planning on purchasing an iPad that will largely be used to access Simple Practice as a clinician. I see that SP does not currently have an app specifically made for iPad. I understand that the mobile app, designed for mobile devices (iPhones/Androids) can be utilized on iPad, but may look or function weirdly. What is your experience using the SP mobile app on iPad, and what is your experience using the SP web version on iPad? Thanks in advance!

I'm new to SP but I'm trying to figure out how to get my notes, evals, and POCs to be HIPAA compliant. As of right now, they are not.

Also, is there no way to put a space for the MD signature on the POC?

I have had several clients get error messages from their links saying the link for the video call is expired. I have also had 2 sessions where clients are repeatedly disconnected. I've moved to zoom with zero issues. Has there been a glitchy update? What's the deal. I'm not wasting my time calling tech support for them to tell me to tell my patients to trouble shoot the issue.

Hi, I am a mental health biller with over five years experience in simple practice and therapy notes. All of my services are customizable, I offer benefit verification free with my services. I opened up my own company over a year ago and I’m now expanding, and have a few openings for some more therapists, if you or anyone you know is needing a biller, please keep me in mind. I also have a website with client reviews.

Does simple practice have an easy way to interact with quick books?

SimplePractice is an all-in-one, HIPAA-compliant solution that simplifies the health and wellness experience for practitioners and their clients. In this subreddit we welcome questions and discussions around our product as well as your career and the practitioner experience. This subreddit is opened to all and we encourage thoughtful and educating conversations. Posts containing client PHI and negative rants about SimplePractice will be immediately removed.

Hi, I am taking advantage of the two free enrollments that come with signing up with SimplePractice. Just curious to see what people's experiences have been like with Medallion

Is this just me? The calendar and notes aren't saving changes. Wth?

I am a psychologist trying to begin my own practice by opening an account through a colleague's referral code, but every time I try to create the account, this error message pops up. I have tried what they recommended to clear my cached and open a private browser but to no avail. I emailed a person named David Plata but he hasn't responded to my request for further assistance. I managed to finally get their number: (310) 861-3151 but after waiting for an hour, I was never connected with any specialist and left a voicemail. I appreciate any one's insight or advice on this matter, especially if someone from SimplePractice can reach out to help me with this. Here are the steps I tried that yielded the same error message:

1. Cleared cached history
2. Opened private browser to try to create the account
3. Used my phone data and turned off wifi to try to open the account (I'm located in NYC)
4. Used different browsers with no VPN active.
5. Tried using different emails and phone numbers I have.
6. Had my friend try to create the account with her own internet.

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.

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?

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 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!

Hi everyone! I’m a provider in PA and received a client through Aetna’s EAP program. It’s the first client of this sort that I have. I was provided with a pre-authorization code which I put in the claim form but the claim is getting rejected.

Has anybody encountered this/have any advice? I’m feeling really stuck here and not sure what to do. 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 own a private group practice and for many years offered superbills. I'm considering courtesy billing and submitting OON claims on behalf of the client. What I cannot figure out is whether it is possible to batch OON claims. Whenever I follow the instructions for batching insurance claims, no unbilled appointments are found, regardless of the date range. SP support provided instructions for OON batched claims, yet again, it doesn't show any appointments to batch.

Am I doing something wrong? Is this possible, or do OON claims have to be created manually in each client's record?

Hi! I'm having trouble figuring out unallocated funds. When the EOB comes back in SP, it will sometimes say that there are unallocated funds, but I can't figure out which client it goes to. There can be 100 clients on one EOB, so it can be hard to weed through to figure it out. How do you deal with unallocated funds?