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
Based on 10 Simply.Coach reviews. Protects patient data and facilitates the creation and tiering of user credentials when accessing data
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
As reported in 15 Simply.Coach reviews. Dashboard with tools to manage all mentoring sessions and participants.
Integrations
Integrations with Learning Management system and other solutions. This feature was mentioned in 15 Simply.Coach reviews.
Program (3)
Custom Profiles
Custom Profiles for employee information and mentor/mentee preferences. 15 reviewers of Simply.Coach have provided feedback on this feature.
Identifying Participants
Tools that identify participants for the mentoring program and delegate mentee/mentor roles. 13 reviewers of Simply.Coach have provided feedback on this feature.
Match Creation
Based on 13 Simply.Coach reviews. Decide how matches will be made, for example: self-directed, facilitated match, flexible, or smart matching.
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
As reported in 104 Simply.Coach reviews. Allows clients to schedule based on availability and syncs with coach calendar.
Payment Processing
As reported in 73 Simply.Coach reviews. Processes credit card payments or integrates with payment processing tools.
Invoicing
Based on 68 Simply.Coach reviews. Generates invoices and payment links to secure client payment.
Coaching (6)
Client Plans
Stores individualized coaching plans that can be viewed by client and coach. 96 reviewers of Simply.Coach have provided feedback on this feature.
Notekeeping
Allows coaches to include public or private notes for each client and session. This feature was mentioned in 102 Simply.Coach reviews.
Session History
Tracks past and future sessions, and details associated with each session. This feature was mentioned in 104 Simply.Coach reviews.
Messaging
Supports communication between client and coach, such as texting, emailing, and video conferencing. This feature was mentioned in 95 Simply.Coach reviews.
Goal Tracking
Tracks progress towards agreed coaching goals. 101 reviewers of Simply.Coach have provided feedback on this feature.
Resource Library
Based on 105 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. 98 reviewers of Simply.Coach have provided feedback on this feature.
Promotions
Allows promotional packages or deals to be applied to purchases. 64 reviewers of Simply.Coach have provided feedback on this feature.
Surveying
As reported in 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.






