SOFTWARE + PAYMENTS
SimplePractice payment integration
Payment integration review for SimplePractice: a client appointment, the responsible payer, and an outstanding balance.
About the integration
SimplePractice supports scheduling, records, and billing for health and wellness practices. PayPact’s review centers on patient-responsibility payments and the administrative work around them, while keeping clinical documentation and insurance workflows separate.
Supported products
- SimplePractice
Features
Patient-balance collection+
Plan collection around the amount the client owes, without confusing it with an insurance claim or adjustment.
Front-office clarity+
Identify who initiates payments and where staff verify a successful transaction before updating the account.
Existing routines considered+
Review reminders, stored payment methods, and portal usage so a processing change does not quietly remove a workflow the practice relies on.
How it works with PayPact
Start with a client appointment, the responsible payer, and an outstanding balance. PayPact works with your team to confirm the supported payment connection, the identifiers it uses, and the records it updates. Before launch, we walk through a real example and agree where staff handle receipts, exceptions, and refunds. Software functions outside that agreed payment flow remain in SimplePractice.
Requirements
What you’ll need+
- An active SimplePractice environment and an administrator who can confirm the product, access permissions, and deployment.
- A sample workflow covering a client appointment, the responsible payer, and an outstanding balance, with sensitive customer and payment details removed.
- An approved merchant account and a confirmed gateway, processing platform, and connection scope. Any required provider permissions must be in place.
Setup
Walk through the collection process+
Show us how your team handles a client appointment, the responsible payer, and an outstanding balance. We identify the collection point and the records that must stay aligned.
Confirm the connection and responsibilities+
Validate the available path for your SimplePractice environment. Agree the payment methods, access requirements, costs, and responsibility for each setup step.
Test with the people who use it+
Run the agreed payment, receipt, and correction scenarios with your staff. Confirm which records update automatically and which need a manual step before launch.
FAQs
Will this replace SimplePractice’s client portal or insurance billing?+
No. The payment review does not replace clinical records, claims processing, or the client portal. We identify the payment actions that can be supported in your specific environment.
Which payment methods can we use with SimplePractice?+
We confirm methods for the specific connection and merchant account. Card, ACH, wallet, stored-payment, and in-person options are not assumed to be available together.
What determines the cost and setup timeline?+
Your SimplePractice configuration, transaction needs, and any required connector or hardware determine the scope. PayPact reviews processing and additional costs before you commit to implementation.
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Dentrix
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eClinicalWorks
Payment integration review for eClinicalWorks: a patient-responsibility balance, its account reference, and the collection location.
View detailsMarketing copy is based on public product information. Confirm technical compatibility, version coverage, and available payment methods before publishing or implementation.
CONFIRM YOUR CONFIGURATION
Let's review how SimplePractice fits.
Bring us the software version, current payment setup, and the workflow you want to improve. We will help identify the most practical supported path.
Find your fit