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PaperlessEHR vs SimplePractice vs TherapyNotes — Feature Matrix

Side-by-side comparison of clinical, billing, CRM, and agency features. See what PaperlessEHR includes in your subscription that SimplePractice Essential and TherapyNotes charge extra for — or do not offer at all.

Last updated: August 2026

What does PaperlessEHR include that SimplePractice and TherapyNotes charge extra for?

PaperlessEHR includes ePrescribe, PHQ-9/GAD-7 screeners, AI documentation, unlimited claim export, CRM referral pipelines, and PSR/Medicaid auth tracking from $59/user/month. SimplePractice Essential charges add-ons for ePrescribe, screeners, and Note Taker AI, plus per-claim fees after 10 claims/month. TherapyNotes lacks CRM, PSR documentation, and agency operations entirely.

Included in PaperlessEHR — competitors charge extra

These capabilities are bundled in PaperlessEHR. SimplePractice sells many as paid add-ons; TherapyNotes does not offer CRM or PSR/agency workflows at all.

ePrescribe (DoseSpot)

Included in PaperlessEHR. SimplePractice charges an add-on on every tier.

Included in PaperlessEHR

PHQ-9 / GAD-7 screeners

Included with portal assign and outcome trending. SimplePractice sells screeners as an add-on.

Included in PaperlessEHR

AI documentation / scribe

One-click transcript-to-note included (3 free/week, unlimited paid). SimplePractice Note Taker is a paid add-on.

Included in PaperlessEHR

PPI Clinical Library

Diagnosis-driven SMART goals included — no Wiley license fee. Bundled on SP Essential+.

Included in PaperlessEHR

CRM + referral pipeline

Full intake kanban, public forms, and partner pages. Not available on SimplePractice or TherapyNotes.

Included in PaperlessEHR

PSR / Medicaid auth tracking

Unit burn-down, export guards, and PSR rosters. Not offered by SP or TN.

Included in PaperlessEHR

37 clinical templates + form designer

BH, psychiatry, SLP/PT/OT, and PSR templates — ahead of generic note libraries.

Included in PaperlessEHR

EHR + CRM + ERP in one platform

Clinical, referral growth, and agency operations from $59/user/mo — not EHR-only.

Included in PaperlessEHR

Full feature matrix

Compared against SimplePractice Essential ($79/mo) and TherapyNotes. Rows highlighted in green show PaperlessEHR advantages.

Included Add-on (extra cost) Partial Not available

Clinical documentation

Capability PaperlessEHR SimplePractice Essential ($79/mo) TherapyNotes
SOAP, DAP, BIRP progress notes Included Essential+ Included
Treatment plans (SMART goals) Included Essential+ Included
PHQ-9 / GAD-7 scored instruments Included Add-on Included
Intelligent documentation (diagnosis → suggestions) Included Not available Not available
Audit-readiness live checklist Included Partial Partial
PSR progress notes Included Not available Not available
Group session documentation Included Included Included
Supervision / cosignature queue Included Included Included
E-prescribing (DoseSpot) Included Add-on IncludedPer-prescriber fee may apply

AI & documentation tools

Capability PaperlessEHR SimplePractice Essential ($79/mo) TherapyNotes
AI scribe / Note Taker Included Add-on TherapyFuelVendor scribe
One-click transcript → structured note Included Not available Not available
PPI Clinical Library (SMART goals) Included Essential+Wiley license Limited
37 templates + form designer Included Custom templates Therapy-focused
Ambient session recorder + STT Included Limited Partial

Practice management

Capability PaperlessEHR SimplePractice Essential ($79/mo) TherapyNotes
Scheduling calendar Included Included Included
Telehealth (HIPAA video) Included Included Included
Client portal Included Included Included
Waitlist + slot backfill Included Essential+ Included
SMS / email reminders Included Essential+ IncludedPer-message fees may apply
Secure client messaging SMS inbox Essential+ Included
Google / iCal calendar sync iCal feed Essential+ Included
Auth-aware scheduling copilot Included Not available Not available

Billing & RCM

Capability PaperlessEHR SimplePractice Essential ($79/mo) TherapyNotes
Insurance claims (837P) Unlimited export 10/mo incl.Then ~$0.35/claim IncludedPer-claim fees may apply
ERA/835 import + auto-post Included Essential+ Included
CMS-1500 / superbill PDF Included Included Included
Eligibility (270/271) Batch 271 Plus only Included
Claim scrubbing pre-export Included Included Included
Denial work queue Included Included Included
Stripe online pay links Included Included Limited

CRM & growth

Capability PaperlessEHR SimplePractice Essential ($79/mo) TherapyNotes
Referral / intake pipeline (kanban) Included Not available Not available
Public intake form Included Appointment requests Limited
Public referral partner page Included Not available Not available
Intake AI summary Included Not available Not available
Marketing review SMS Included Included Included
Public practice microsite Included Included Included

Agency & PSR

Capability PaperlessEHR SimplePractice Essential ($79/mo) TherapyNotes
Medicaid authorization tracking Included Not available Basic billing
PSR group roster + attendance Included Not available Not available
Field visit / mobile PSR notes Included Not available Not available
CFARS / FARS outcomes dashboard Included Not available Not available
Practice analytics (BI pulse) Included Limited Limited
Staff LMS (courses & tests) Included Not available Not available

Pricing notes

  • SimplePractice Essential: 10 electronic claims included per month, then ~$0.35 per claim. ePrescribe, PHQ-9/GAD-7, and Note Taker AI are add-ons on all tiers.
  • TherapyNotes: base plan includes core EHR; electronic claim submission and some reminder channels may incur per-transaction fees — verify current TherapyNotes pricing.
  • PaperlessEHR: unlimited 837P export, ERA/835 auto-post, ePrescribe, screeners, and AI scribe credits included in subscription tiers from $59/user/month.

Competitor pricing and feature packaging as of August 2026. Verify current plans with SimplePractice and TherapyNotes before purchasing.

Where PaperlessEHR is still catching up

We publish honest gaps so you can evaluate fit. These are active roadmap items or enterprise-tier features.

Capability PaperlessEHR today Context
Secure portal HIPAA messaging SMS inbox only (partial) SP Essential+ and TherapyNotes offer portal messaging threads.
Stripe Tap to Pay (in-person) Not built Planned; online pay links available today.
Out-of-office calendar blocks Not built SP Plus and TherapyNotes include OOO blocks.
Multi-site enterprise ERP Upgrade path Full agency ERP available on PaperlessEHR enterprise tier.

Frequently asked questions

Does PaperlessEHR include ePrescribe?

Yes. DoseSpot ePrescribing is included in PaperlessEHR. SimplePractice charges ePrescribe as an add-on on every subscription tier.

Are PHQ-9 and GAD-7 screeners included?

Yes. PaperlessEHR includes scored PHQ-9 and GAD-7 instruments with portal assignment and outcome trending. SimplePractice sells behavioral health screeners as a paid add-on.

How does PaperlessEHR claim pricing compare to SimplePractice Essential?

PaperlessEHR includes unlimited 837P claim export with no per-claim fee. SimplePractice Essential includes 10 electronic claims per month, then charges approximately $0.35 per additional claim.

Does TherapyNotes have CRM or PSR documentation?

No. TherapyNotes focuses on therapy practice EHR. PaperlessEHR adds Sunbase CRM for referral pipelines and PSR/Medicaid agency workflows that TherapyNotes does not offer.

See PaperlessEHR with your workflows

Book a demo and we'll map features to your programs — clinical, billing, CRM, and agency ops.