Simply.Coach Features
Administrative (9)
Workflow Management
Ensures that your staff and existing systems support your business needs, requirements, and patients
Billing
Supports or provides built-in billing and invoicing functionality, taking care of specialty-specific requirements
Security and Authorization
Protects patient data and facilitates the creation and tiering of user credentials when accessing data This feature was mentioned in 10 Simply.Coach reviews.
Practice Management
Supports and/or automates the daily tasks and responsibilities of a mental health practice
Compliance
Helps mental health practices adhere to relevant codes and industry regulations
Insurance Management
Processes and manages insurance claims and policies. Integrates with patient billing
Appointment Scheduler
Allows patients to request or schedule appointments online. Supports the unique scheduling needs of mental health practices
Patient Portal
Provides patients with a self-service, online portal for them to access e-prescriptions, notes, etc. Provides physicians and mental health care professionals a way to communicate with and notify patients
HIPAA Compliance
Ensures that mental health practice operations adhere to and meet HIPAA regulations, to protect, audit, and secure sensitive data
Clinical (5)
Patient Records
Allows for the storage, access and viewing, and tracking of patient notes, charts, and assessments
Specialty EHR Templates
Provides note templates that align with mental health specialty practices
Interoperability
Facilitates communication and data share between outside systems, specialties, laboratories, and practices
Documentation
Centralizes the storage of and maintenance of documentation and forms including: assessments, evaluations, treatment plans, progress notes, and clinical documentation
E-Prescription
Facilitates the electronic prescribing, screening, note-taking, and recalling of medication
Analytics (3)
Curation
Tools that help curate mentoring best practices accessible by program participants. 16 reviewers of Simply.Coach have provided feedback on this feature.
Program Impact
Based on 15 Simply.Coach reviews. Tools that measure program impact including features such as participation numbers, mentoring activity, and satisfaction metrics.
Analytics
Based on 15 Simply.Coach reviews. Real-time analytics to track and meaure the viality of the mentoring program.
Configure (1)
Customizable Branding
As reported in 16 Simply.Coach reviews. Branding tools to create a platform with business name, logo, and distinct messaging.
Management (3)
Management Tools
Based on 15 Simply.Coach reviews. Create mentor program type regarding structure, size, type, and accessibility.
Dashboards & Reporting
Dashboard with tools to manage all mentoring sessions and participants. 15 reviewers of Simply.Coach have provided feedback on this feature.
Integrations
Integrations with Learning Management system and other solutions. This feature was mentioned in 15 Simply.Coach reviews.
Program (3)
Custom Profiles
Based on 15 Simply.Coach reviews. Custom Profiles for employee information and mentor/mentee preferences.
Identifying Participants
Tools that identify participants for the mentoring program and delegate mentee/mentor roles. This feature was mentioned in 13 Simply.Coach reviews.
Match Creation
Decide how matches will be made, for example: self-directed, facilitated match, flexible, or smart matching. This feature was mentioned in 13 Simply.Coach reviews.
Training & eLearning (1)
Social Learning
Enables team members to learn by collaborating with each other This feature was mentioned in 13 Simply.Coach reviews.
Administration (3)
Scheduling
Based on 105 Simply.Coach reviews. Allows clients to schedule based on availability and syncs with coach calendar.
Payment Processing
Processes credit card payments or integrates with payment processing tools. This feature was mentioned in 73 Simply.Coach reviews.
Invoicing
Generates invoices and payment links to secure client payment. This feature was mentioned in 68 Simply.Coach reviews.
Coaching (6)
Client Plans
Based on 96 Simply.Coach reviews. Stores individualized coaching plans that can be viewed by client and coach.
Notekeeping
Based on 103 Simply.Coach reviews. Allows coaches to include public or private notes for each client and session.
Session History
Tracks past and future sessions, and details associated with each session. 105 reviewers of Simply.Coach have provided feedback on this feature.
Messaging
Based on 96 Simply.Coach reviews. Supports communication between client and coach, such as texting, emailing, and video conferencing.
Goal Tracking
Tracks progress towards agreed coaching goals. 102 reviewers of Simply.Coach have provided feedback on this feature.
Resource Library
As reported in 106 Simply.Coach reviews. Provides access to a coach-curated list of educational resources for clients to utilize.
Business Management (4)
Client History
Stores relevant biographical data for each client served. This feature was mentioned in 98 Simply.Coach reviews.
Promotions
Based on 64 Simply.Coach reviews. Allows promotional packages or deals to be applied to purchases.
Surveying
Based on 74 Simply.Coach reviews. Collects pre- and post-coaching feedback from clients.
Marketing Tools
As reported in 67 Simply.Coach reviews. Provides relevant marketing tools to support email campaigns, website branding, and other related advertising efforts.






