Summer 2026 release
Join Jonathan Seltzer, CEO of SimplePractice, for his June 2026 Q&A focused on real questions, real feedback, and open conversation with our community.
We’ve compiled answers to the questions Jonathan flagged for further follow-up below. We also recorded every product feature suggestion and request mentioned during the session; these have been shared directly with our team for consideration.
June Q&A responses
Below are detailed responses to the questions Jonathan flagged for follow-up during the livestream.
Question: On the client billing tab, can you please make the default date range the current year or at least 90 days instead of 30 days? I click to change this date range about 100+ times a day. There has to be a fix for this.
Response: Thank you for the question and feedback, this is currently not a feature we have. Below we have linked the associated user feedback submission. We encourage you to go and upvote it.
Question: We also need a way to see and track what staff deletes. How do I recover information that was deleted? If staff has access to put in payments, they also can delete. With no tracking or recovery ability. This is how embezzlement happens.
Response: Tracking and viewing staff’s account activity is a feature we have enabled in the platform. You can learn more about tracking account activity here.
Question: Will there ever be a place to add a social security number?
Response: This is a capability the engineering team have considered and after consideration, have decided not to proceed with the idea at the time.
Question: Need to be able to upload a paper EOB to attach to the check.
Response: Thank you for this feedback, this is currently not a feature we have. We have gone ahead and created a post on our user feedback board linked below. We encourage you to go and upvote it.
Question: Update on question from last month please...will we be able to get a Notification when a client processes a payment themself in their account?
Response: Thank you for the question, this is currently not a feature we have. Below we have linked the associated user feedback submission. We encourage you to go and upvote it.
Question: A way to select more than one parent as responsible for billing?
Response: Thank you for the question and feedback. After consideration, the engineering team has decided not to proceed with this idea at the time.
June product feedback & feature requests
The following features were requested during the livestream. Each suggestion has been logged in our internal feedback system and will be reviewed by our product and engineering teams as we continue to shape the future of SimplePractice.
Feature request: Can we set ourselves up to automatically have clients on text and email reminders? Instead of having to manually set that.
Feature request: If using closed caption, can the font be a bit smaller? There was an issue that the font was too large and the provider's face could not be seen on the screen. In some instances, lip reading would not be doable.
Feature request: A basic proper aging report is NEEDED PLEASE
Feature request: Need to be able to upload a paper EOB to attach to the check
Feature request: Payments need to have a field for interest to allow the payment to show as fully applied
Feature request: Why isn't there a place to put in a credit card authorization number when you run your own cards when logging payment? There is one for check numbers. Seems pretty SIMPLE to me.
Feature request: Can Simple Practice create the option to show session start/end times on the virtual sessions?
Feature request: Being able to use the same parent email for more than one client account.
Feature request: Hi! I have a feature request that would save a lot of time for those of us who manage billing for multiple providers. When the payment report emails are sent, could they include which provider account the payment is for (or include the provider name in the subject line)? Right now I have to try logging into multiple provider accounts to find the correct one, which is very time consuming. Having the provider identified in the email would make payment verification much more efficient.
Feature request: supervised billing, need options to select/deselect by client or clinician and insurance payer. supervisors are signing documents/notes because it's an all or nothing by clinician
Feature request: I have been asking for simple ledgers for 3 years with nothing happening. I want to have easier to understand book keeping for client billing. Example: procedure, fee charged, insurance pd, write off, pt balance. We also need a way to see and track what staff deletes. How do I recover information that was deleted? If staff has access to put in payments, they also can delete, with no tracking or recovery ability. This is how embezzlement happens!!
Feature request: I don't know if this has been addressed but something we have recently run into as a newer practice is needing patient chart numbers. For example, to file with Medicare we need this number. Is this something that can be added as a feature? To generate and add a chart number to each patient's chart?
Feature request: On the client billing tab, can you please make the default date range the current year or at least 90 days instead of 30 days. I click to change this date range about 100+ times a day. There has to be a fix for this.
Feature request: SimplePractice is heavily geared towards therapists, but there are other disciples that use the platform (midwives, lactation consultants, doulas). It would be helpful if there was an option to customize SimplePractice by profession at the business profile level, eliminating psychotherapy references throughout the portal. Thank you, SimplePractice has very a game changer for my doula practice and I have referred other colleagues to use it.
Feature request: Is there a way to filter the claim status emails I receive ?... IE: I only want to receive denied/rejected claim updates.... Rather than the 200+ emails that tell me a claim paid.
Feature request: I run a group and it would be fabulous if I could send group secure messages. The only feature I see is to send a message to all clients. Am I missing something?
Feature request: My staff and I utilize the Tasks tab a lot now, we like the update, that being said, it would be great if SP gave us notifications when a new task has been received.
Feature request: It would be nice if we could have the patient’s diagnosis codes listed somewhere easily visible in the chart, such as the side panel where the upcoming appointments, communication settings, etc. are located. It would make doing things like medication prior authorizations easier.
Feature request: Hi Jonathan, I would love to be able to have a way to easily search through notes with keywords. For example, the client starts talking about a topic that they've talked about before, and it would be helpful to revisit how the client processed it at that time. I would love to be able to do a quick search through notes using keywords for that topic. This would also be helpful to identify patterns. I see every 3 months we are discussing this topic...does this pattern mean anything to you?
Feature request: For Billing: when we have to bill a claim to a payer, ex Aetna, and then we find client now has Anthem BC, we have download and save the claim and then delete it.. then rebill a new claim to the ins, it would be helpful to not have to delete the claim but perhaps hide it or something, any updates coming?
Feature request: CES-D, PHQ-9A, SCARED Parent & SCARED Child, and ACE's are all measurements we would like to have in the platform.
Feature request: can a function be added to see individual client percentage attendance?
Feature request: Would love to be able to search the calendar for events.
Feature request: I love that we can now add notes on claims, but it’s kind of buried. It would be nice if you could see a snippet of the more recent note or something like that when you’re looking at the “claims” section under the insurance tab.
Feature request: Request: Can the team please add a sort feature to any table within SP Reports? Sometimes we just do not need to or want to download a report to Excel. And this request would be beyond the reports section, just anything within SP that is presented in a table format should have sort features.
Feature request: My requested feature for SimplePractice to add is to enable the clinician to create an alert on a minor client's file for when I need to update something in their file based on their current age. For example, when I have a client who begins seeing me at 15 years old only their parent is signing the consent forms, however I need the teenage client to sign their own consent forms at 16 years old (since in SC the age of medical consent is 16). Therefore it is helpful to have an alert that reminds me on their 16th birthday that I need them to sign consent forms before they return for a session. Another example is once a teenage client turns 18 I need a reminder to disable client portal access, appointment reminders, etc. for their parents and instead transfer it to the client themselves.
Feature request: To update a treatment plan is time consuming. It would be helpful to have a note template to update the treatment plan that uploads the current plan and provides space to add text under each objective and overall treatment goal. So the main input is just progress and areas needing continued work or new objectives/goals.
Feature request: Is it possible to have more control over notifications in general? I know we can turn on/off notifications for documents completed, overdue documents, pending docs, etc. I would like to be able to control the alerts I set, for example for tx plans. I get an alert if it's past due but would benefit way more from an alert that it's due soon. Just as an example. More customizable notifications would be better.
Feature request: Is there a way to make the providers show in a different COLOR in the secure messaging in Simple Practice. it would make it stand out and not accidentally message a client with the same name
Feature request: I love that we can now add notes on claims, but it’s kind of burried. It would be nice if you could see a snippet of the more recent note or something like that when you’re looking at the “claims” section under the insurance tab.
Let’s Talk with Jonathan
Join us every month for “Let’s Talk With Jonathan.” This is a chance to connect with SimplePractice CEO Jonathan Seltzer to hear what’s top of mind for him, ask your questions directly, and help shape what we build next. Check out previous recordings and register for upcoming livestreams here.
