Your practice.
All its moving parts.

Directory and client types UI observed

Adult, minor, couple and family records. Client counts, search, sorting, pagination and status/clinician filters. Active, prospective and waitlist statuses.

Personal details and custom fields UI observed

Legal and preferred names, date of birth, address, sex, gender identity, relationship and employment status, race/ethnicity, preferred language, date first seen, group information, notes and custom fields.

Contacts and preferences UI observed

Multiple email and phone records with type and permission controls. Preferences for upcoming appointments, incomplete documents and cancellations; a waitlist option during creation.

Profile and record history UI observed

Overview, Billing, Measures, Files and Insurance tabs. Timeline, administrative notes, timestamps, billing codes and continued history loading. Edit, share, upload, activate, archive and delete controls.

Clinician and location assignment In testing

Selectors are present, but incomplete team/location setup prevented full validation.

Calendar and appointment details UI observed

Day, week and month views, Today/date navigation, local time, clinician/location filters and status colours. Existing appointment records show duration, clinician, location, service, fee, billing type, totals and invoice state.

Appointment creation and availability In testing

Availability views and appointment-limit controls were present. The calendar showed an invalid-license warning; slot clicks did not create appointments and Schedule appointment opened availability. A working booking and availability setup still needs validation.

Google Calendar and Outlook sync Not verified

Bidirectional external calendar synchronization was not visible in the audited build.

Waitlist automation and group appointments Not verified

Waitlist records and an Active Groups intake category exist. Automatic cancellation-to-waitlist booking and group scheduling were not demonstrated; group appointments are excluded from current analytics.

Manual clinical documentation UI observed

Progress-note Save/Cancel controls, note history and separate psychotherapy-note areas. Referral letters have recipient name/specialty, diagnosis code/description, body and signing-clinician fields. Appointment notes link to billing and invoice state.

Manual formats and template library Not verified

Manual notes and static/custom templates belong in the free-core proposal. A selectable SOAP, DAP, BIRP or narrative format library and a customizable clinical-template library were not found in the audit.

AI note drafts Planned

SOAP, DAP, BIRP, narrative and custom-format generation are proposed AI workflows. They require clinician review. Manual writing and template use are distinct from paid AI generation; saved generated notes remain available to open, edit and export when AI is off under the draft plan.

Recording workspace In testing

Transcription Records exposes recording controls, session metadata, live mode, language selection and optional appointment assignment. Successful voice processing and automatic note generation were not verified.

Files, consent and questionnaires UI observed

Upload, search, all-files view and action menus with name, type, status and update dates. The sharing flow selects a client, composes an email and reviews consent documents, scored measures, questionnaires or uploaded files. Existing portal access is shown.

Measures and outcomes Not verified

The Measures tab and scored-measure sharing categories are visible. Questionnaire completion, scoring accuracy, repeated outcome tracking and outcome visualizations were not verified end to end.

Document reminders UI observed

Controls for automatic incomplete-document reminders before appointments and ad hoc email reminders. Normal transactional email is included in the free-core proposal; SMS delivery is metered separately. This audit did not establish successful delivery.

Portal and access screens UI observed

Existing Client and New Client entry points, practice contact/location details, a Video Office tile, email magic-link and Google sign-in options. Privacy, Terms, License Agreement, Help Center, Cookies and an emergency notice are present.

Online booking and intake In testing

New-client navigation did not open a working booking flow. Earlier testing found a three-step request wizard with an empty Appointment Info step because services could not be configured. Service selection and appointment confirmation remain unverified.

Request management UI observed

Pending and archived queues; prospective clients, active groups, expiring items and complete/incomplete documents with counts. Status, location, document and request-type filters, Reset/Refresh, appointment details and date received.

Request actions and portal readiness Not verified

The request queue was empty, so its actions were not tested. Inherited SimplePractice branding and legal/support links in the portal need correction before release.

Billing workspace and exports UI observed

Recent activity, session charges and billing documents with client links, date/invoice filters and CSV export. Document and client search, all-time filtering, delivery status/date and Export PDF controls.

Monthly family and Verein invoices UI observed

The working billing/invoices page has search, month and type/status filters. Its monthly workflow groups completed sessions into one Verein invoice per organization and one family invoice per client, creates drafts and selects them for sending. Sending was not executed during the audit.

Balances and payment allocation In testing

Client ledgers show fees, payments, balances, unallocated funds, unpaid invoices and write-off controls. Add Payment was disabled for the test client. The direct /invoices address returned 404, while /billing/invoices worked.

Card payments In testing

Stripe Account ID and Connect Stripe Account controls are visible. A live connection or patient payment was not tested; processor fees remain separate from free billing software.

Policies and payers UI observed

Carrier, payer/ClaimMD payer ID, member and group IDs, policy holder and relationship, effective/expiry dates and primary-insurance flag. Payer search, add, active toggle and counts are present.

Claim status and workflow controls UI observed

Search by client, claim or insurer; date filters; Draft, Submitted, Accepted, Rejected and Paid statuses. Submit Claim and Sync Claims controls were visible.

ClaimMD submission and eligibility Not verified

Clearinghouse settings rendered empty and payer data was not seeded. Live submissions, synchronization, eligibility queries and real-time insurance verification were not demonstrated. Actual claims, ERA, eligibility and fax services may have separate provider charges. Unlimited claims are not an established inclusion.

Pre-authorization Planned

Insurance verification and pre-authorization appeared on the original roadmap. Automated pre-authorization is not verified and has no committed release date.

Practice dashboard UI observed

Month, last 30 days, last month, year and custom date filters. Projected income, income chart, payments, outstanding balances, unpaid invoices, uninvoiced appointments, notes and missing-note counts.

Report library and exports UI observed

Income, Income Allocation, Outstanding Balances, Client Details, Client Demographics, Attendance and Appointment Status. Exposed reports include gross/net income, clinician payments, write-offs, balances, date/client/clinician/location filters and export controls.

Attendance and reporting limits UI observed

Show, no-show, canceled, late-canceled and clinician-canceled breakdowns. Group appointment data is explicitly excluded. Deeper utilization forecasts, revenue trends and outcome visualization were not demonstrated.

Expense records UI observed

Date, category, description and amount, with receipt upload and Save/Cancel controls. From/To date filters and Export to Excel for accounting.

Receipt reading Planned

AI receipt extraction and suggested expense categories are candidates. Manual expense entry and receipt storage are already visible; automated extraction is not verified.

Appointment SMS controls UI observed

The test account shows automatic reminders set for 24 hours before appointments, an Upcoming Queue, Sent Reminders history and Refresh. Visible settings/history do not establish live delivery.

In-app and email messaging In testing

Global and client Message controls did not open a composer during the audit. General conversations, formatting, message history and sending still need validation; saved translated session chat is a separate observed feature.

SMS workflow candidates Planned

Configurable timing, multiple reminders, booking/change/cancellation messages, document and payment reminders, delivery receipts, failure/retry handling, two-way confirmations and rescheduling. Templates, merge fields, localization and encoded-segment preview are candidates too.

SMS account controls Planned

Prepaid balance, usage ledger, low-balance alerts and spend caps need product implementation. Opt-in records, STOP/HELP, suppression and quiet hours require validation before launch. Sender registration, dedicated numbers and replies depend on the destination and provider.

Multilingual sessions and saved chat UI observed

Session name, client and therapist/client language setup. Waiting/completed lists, timestamps, participants and Join/End/View/Delete controls. Selectors expose 100+ language/locale options, including German, English, Spanish and French; this does not establish language quality.

Completed-session viewer UI observed

Saved English chat with Spanish translation, original text, speaker and timestamps. Duration, language pair, message totals, voice/chat counts, participant counts, join/leave times and speaker message counts are displayed.

Live transcription and translation In testing

Sandbox room controls include microphone/mute, participants, chat, language switching, connection status and transcript display. Join did not navigate in the audit, and prior microphone testing produced no speech-to-text output. Reliable live captions and translated speech still need validation.

One-to-one and group video Not verified

The Video Office entry is visible, but working one-to-one telehealth and group telehealth were not demonstrated. The tested /telehealth address returned 404; this does not establish the state of every nested route. Included group video or unlimited live media is not confirmed; provider usage may cost separately.

Sign-in and account navigation UI observed

Admin email/password form, password visibility, forgot-password link, account identity, Profile/Settings/Log out and help/legal links. Navigation also includes Activity; a separate activity workflow was not audited.

PHI auto-blur UI observed

Automatic inactivity blur, enable/disable, timeout, blur intensity, activity detection and Ctrl+Shift+B quick toggle. Screen blurring alone does not establish security or compliance.

Plugins and payment setup In testing

Per-practice capability slots include Split Billing with two plugins and Default Billing marked active. Stripe connection controls exist; operational behavior remains to be validated.

Practice, team and service settings Not verified

Profile, practice, team and services/products routes returned 404; billing settings remained on Loading and clearinghouse settings were empty. Team permissions, multi-location administration and Scheduling and inquiries, Documentation and Client notifications settings were not verified.

Privacy and regional requirements Not verified

The older site discussed HIPAA, HITRUST, enterprise hosting, encryption at rest/in transit, data ownership, no training on patient data and clear AI labels. Backup and recovery, retention and full-record export scope, MFA, role-based access control (RBAC) and audit logging also require evidence review. This UI audit does not establish implementation of these controls or verify EU/Austrian billing, hosting and compliance readiness. Refer to the Trust page for the current evidence review and confirm scope and terms with the team.

These are possible directions from our 52-candidate planning catalog. Except for the evidence stated below, they are not verified implementations. This is not a promised release list, an included-feature guarantee or a delivery schedule. Candidates may change or never ship.

Transcription & dictation

Recorded transcription and live captions have UI evidence but unverified processing. Further candidates: post-session dictation, speaker diarization with corrections/timestamps, vocabulary support, transcript cleanup and audio-linked highlights. Participant labels alone do not prove diarization.

Translation & accessible communication

Saved bilingual chat is observed; live speech translation is in testing. Candidates: translating notes, letters, forms and instructions; plain-language rewriting; spoken interpretation/text-to-speech; a multilingual client assistant. Spoken services would need separate usage terms.

Clinical documentation

SOAP, DAP and BIRP drafts, custom-template generation, rewriting/shortening/grammar/tone, structured field extraction, completeness checks, draft comparisons against clinician edits and de-identification suggestions. Identifier removal would require human checking.

Summaries & session preparation

Session summaries and action items, pre-session briefs, longitudinal progress timelines, treatment-review/handover/discharge summaries and approved client-friendly recaps.

Treatment planning & materials

Goals from clinician objectives, plan structure and review dates, clinician-selected intervention descriptions, homework/worksheets, psychoeducation and visit-preparation handouts, and outcome-measure narrative summaries. Manual measure scoring belongs in free core; its implementation still needs validation.

Letters & communication drafts

Referral, progress and discharge letters, administrative confirmations, appointment follow-ups, document requests, personalized/translated reminders, staff-reviewed FAQ answers, billing explanations and payment reminders. Delivery costs are separate from drafting.

Intake & document assistance

Questionnaire summaries, uploaded-document OCR and extraction, referral parsing and field suggestions, conflicting/missing information flags, receipt extraction and expense categories, consent/document classification and suggested filing.

Record & administrative assistance

Authorized-record search with source citations, record Q&A, billing-code suggestions, claim completeness checks and denial explanations, natural-language reports, waitlist matching and scheduling suggestions, no-show/utilization forecasts, an internal product-help assistant and a voice receptionist/after-hours booking assistant. Voice reception would be a separate service, with its own limits and pricing.

Generated material needs review and source checking. Treatment selection, diagnosis and crisis decisions stay with qualified people. Messages need an authorized sending workflow. Live interpretation, voice reception, video and clearinghouse services need separate pricing and limits.

These subjects appeared on our earlier website. Their status here reflects the available evidence; none has a committed release date.

CPT billing-code suggestions Planned

Suggestions from session type and duration for clinician or biller review. Automated coding, fewer rejections and reimbursement outcomes are not verified.

Scheduling that learns availability Planned

Suggested appointment times based on availability patterns. This original idea goes beyond the visible calendar and has not been demonstrated.

Patient insights and outcomes Planned

Organize recurring themes and mood patterns in notes, with outcome measurement tracking and visualization for clinician interpretation. These analyses were not verified.

Spanish-first language rollout Planned

The original roadmap started multilingual support with Spanish. Saved English/Spanish chat is observed; a validated Spanish-first clinical rollout remains unconfirmed.

Voice summaries and treatment plans Planned

Voice-to-text session summaries and treatment-plan suggestions remain proposed, with clinician review. Insurance verification and pre-authorization are covered in the insurance guide.

Insurance verification and pre-authorization remain planned and unverified. The policy and claim screens are covered in the insurance guide.