





Adding new client






Supported Operating System(s):
Mac OS, Web browser (OS agnostic)About SimplePractice
SimplePractice is a cloud-based mental health solution that helps wellness professionals automate processes related to managing client relationships via scheduling, payment processing, documentation and more. Key features include appointment reminders, claims management, initial assessments, self-service portal and compliance tracking.
Designed for small to midsize businesses, SimplePractice’s client portal lets users handle insurance claims, appointment requests, bill payments and messaging. It comes with a template library, which allows practitioners to handle therapy notes and share them with coworkers and patients, ensuring collaboration across teams. Additionally, the tool enables firms to access documents from mobile devices and track client progr...
Adding new client
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)Average User Ratings
Overall
Ease-of-use
4.5
Value for money
4.5
Customer support
4.5
Functionality
4.5
Likelihood to Recommend
Not likely
Very likely
August 2019
Amanda from South Carolina Department Of Mental Health
Company Size: 2-10 employees
Industry: Hospital & Health Care
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
4.0
Functionality
5.0
August 2019
Simple Practice saved me!
Truly a lifesaver. I feel like I am not a business person, but simple practice simplifies so many aspects of this.
Pros
I love all of the things that the developers decided to incorporate in this platform. You can upload your business documents, any documents relevant to your client records and so much more. I have created questionnaires that are specific to my practice so that I can gather data upfront and this prevents me from missing out on money. I love the integration for scheduling appointments, telehealth and billing and invoicing. If you want to streamline your practice, this is for you.
Cons
Clients cannot pay partial balances in their client portal yet, those payments have to be taken in the office.
Reasons for Choosing SimplePractice
Simple practice had many more needed features.
Response from SimplePractice
Replied August 2019
Amanda, thanks for your positive review. We're proud to give you the back office you need to run a professional practice. Please don't hesitate to reach out if there's any additional feedback you have. - Gillian from SimplePractice
June 2020
Robin from Robin Forgione
Company Size: 1 employee
Industry: Mental Health Care
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
June 2020
Simple practice honest review
Overall my experience with SimplePractice has been positive and I would recommend it over other electronic health records. In doing my research and talking with others, simple practice stood out as the most user-friendly and clinically professional platform.
Pros
As a former pen and paper therapist, getting started with SimplePractice was a bit tedious, But that would have been the case with any electronic record. Once that process was complete using it daily with current and new clients has helped me run a more professional and organized practice. It is easy to use and has a lot of helpful features like forms, templates and assessments.
Cons
There may be a way to do group sessions when you upgrade to the platform for Telehealth but I have not figured this out yet. I would like to be able to do a group meeting with multiple colleagues or supervisees.
Reasons for Choosing SimplePractice
I talked to other users of SimplePractice and felt like it would best suit my needs over the other options. It is also my understanding that simple practice intends to connect to the NCHIE which will become mandatory for some providers in North Carolina
January 2021
Claire from Claire McKay, LPC
Company Size: 1 employee
Industry: Consumer Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
2.0
Functionality
5.0
January 2021
Simplifies EVERYTHING
Overall, it's been great! I was reluctant at first to pay what seemed like a lot of money at the time but they offer a world of information, tools, and resources to help with your business. It's a brilliant idea that is, for the most part, very well-executed.
Pros
SP is great for having everything you need to run a practice in one place. I have an app on my phone that I can use to quickly check my schedule, send reminders to clients and cancel, change, or add appointments. They have a good "reports" option so that you can see outstanding invoices, insurance claims, etc. plus a number of other categories. I really love how easy SP makes it to submit insurance claims. I don't want to do that by hand nor do I want to hire someone to do it for me so I really appreciate that. I like that clients can request appointments and that all of their info is in one place. SP was very quick to respond to COVID and I appreciate the HIPAA compliant telehealth platform they created during the pandemic at no additional charge. They have extensive training videos but I am mostly self-taught as that's how I learn best. They also offer pretty good CEU classes for not much money about a variety of topics. And, if you're like me and find it hard to sit for the entire class at once, they will email you reminders that you have unfinished classes which is always helpful.
Cons
It is very difficult to actually speak to customer service. I spend a LOT of time typing in questions and then wading through what others have also asked about and the answers they got. Real time waster since we all word the issues differently so you get many irrelevant answers to try to parse. Half the time I can't remember how to get someone to actually chat with me - when they do it seems to work fine but can also be cumbersome depending on what the issue is.
Reasons for Choosing SimplePractice
More services and better reviews
August 2018
Jenni from Mental Health Care
Company Size: 1 employee
Industry: Individual & Family Services
Review Source: Capterra
Ease-of-use
2.0
Customer support
4.0
Functionality
3.0
August 2018
Initial Pros and Cons
I am just getting started...I have high hopes yet!
Pros
**Note: I am very new to Simple Practice and I'm only three weeks in. What I like most about this is the idea that everything will be located all in one place. No paper files to lug around, reduced costs on printing paper and ink for intakes and informed consents, and I'm excited about having automatic appointment reminders for clients. I like that I can send clients the documents ahead of time so they don't have to spend 20-25 minutes when they first arrive filing out paperwork. We can get started right away. And I appreciate that I can customize the way I contact the clients as their individual preference (some want texts, some want voice messages).
Cons
Although I am fairly tech savvy (I'm the top end of the millennials), I have not found simple practice as user friendly as I had hoped. I have used many support options so far and find the in-person ones most helpful. While trying to create my current intake form into one of the forms and documents...I found it rather nightmare-ish. It was tedious and I felt like it took 10 times longer than it needed to. I was SO glad my 30 minute phone consult had given me the heads up to use the pre-existing template and just change every question so I didn't have to totally re-invent the wheel. I am SO glad the template already existed! But I still felt like I was using a chisel on stone. It felt tedious and painful. I'm glad that's over! Sometimes I get stuck on the calendar page and haven't yet found the button to default to the normal HOME setting so I have the sidebar. These are small things that I hardly ever have a hard time wasting time on..and yet I found myself not being able to get back there today multiple times. Not as user friendly as I hoped.
Response from SimplePractice
Replied August 2018
Jenni, we know you're just getting started with SimplePractice, and we also know there's a bit of a learning curve getting used to any software product. It's great to see that you're looking forward to being totally paperless! I'm also glad to see that you were able to connect with a SimplePractice team member to help you get your intake forms all set up. We offer unlimited live support - take advantage so we can get you up and running! Thanks for choosing SimplePractice and for joining our community - we're proud to support the vital work that you do. - Gillian from SimplePractice
September 2020
Tina from Aspire Counseling and Wellness
Company Size: 1 employee
Industry: Mental Health Care
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
3.0
Customer support
5.0
Functionality
3.0
September 2020
Would Recommend Simple Practice
Overall, I really like that I can do so much paperless admin tasks with SP.
Pros
The features that are most impactful are the paperless Intake process, the online billing, and the HIPPA-compliant storage of all PHI and billing information. It was fairly easy to learn to use and integrate into my business.
Cons
The Telehealth features are minimal and scarce. We really need better features to be able to do things that other platforms offer--writing board, chat within telehealth sessions, sharing sound from the client's screen when screen sharing, easier screen sharing for the client, better group video sessions.
Reasons for Choosing SimplePractice
I had a colleague who was willing to help guide me through the process. And her positive feedback about SP was effective/sold me.