SimplePractice

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.

Clients cannot pay partial balances in their client portal yet, those payments have to be taken in the office.

I like the fact that we no longer have to have paper files, ease of use overall and some of the features like appointment reminders, the ability to create and add your own documents. I also like the different templates already contained in the system. I have tried 3 other systems and will admit Simple Practice is my favorite.

Unfortunately it looks like i'm going to have to switch systems because it is just getting to costly. There appears to be no cap on price. My practice is growing and so is my bill with Simple practice. I don't like that I have to pay for administrators and interns. There are no hands on tutorial options only videos. I also would like the Wiley feature to be more user friendly and make better use of this resource. It is somewhat confusing as it is currently.

**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).

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.

This software is richly featured. I've appreciated the ability to create very sophisticated custom online intake forms, and and the autopay enrollment for automated batch credit card billings. There is a lot of video how-to documentation and customer support is timely and attentive if not always able to resolve issues.

Simple Practice has its own add-on telehealth option but makes it difficult to appear professional to clients if you are using another technology for your virtual sessions. The first office location you enter is what is displayed both on the customer portal and on superbills, with no way to separate the two. In my case this means the Post Office hosting my PO Box is displayed as my practice location on the portal with an associated map. Users of SP's telehealth option can input a separate billing address.