JBMOnboard360 / SimplePractice alternative
SimplePractice alternative
A SimplePractice alternative for practices that don't need an EHR.
SimplePractice is an EHR and practice management system for therapists and other clinicians: notes, treatment plans, insurance claims and a client portal. JBMOnboard360 is not an EHR. It is a CRM for client records, scheduling, intake forms, invoicing, lead follow-up and team work, with a BAA on every plan. That makes it a fit for coaches, wellness practices and growing multi-location groups, and the wrong choice for a clinician who needs clinical notes and insurance billing.
Start here
First question: do you need an EHR?
Most "SimplePractice alternative" lists compare one EHR with another. That's the right comparison if you write progress notes, bill insurance or need treatment plans. If you do, look at the other EHRs, not at us.
But a lot of people who search for SimplePractice alternatives aren't clinicians billing insurance. They are health and life coaches, nutrition and wellness practitioners, cash-pay wellness clinics and group practices whose real pain is outside the chart: enquiries that never get a callback, intake forms that live in email, a team that can't see who is working with whom, or a second and third location that need to run the same way as the first. That's the job JBMOnboard360 does.
- You need an EHR if you write clinical documentation, submit insurance claims or need e-prescribing. Stay with SimplePractice or another EHR.
- You need a CRM if your problems are leads, follow-up, intake, scheduling, invoices and coordination across a team or several locations.
- You may need both if you are a clinical group that also runs marketing, intake and HQ operations. Keep the EHR for the chart and use a CRM with a BAA for the rest.
SimplePractice pricing
How much does SimplePractice cost?
SimplePractice's pricing page, checked October 2026, lists three monthly plans: Starter at $49, Essential at $79 and Plus at $99 per month. Add-ons include Note Taker at $35 a month and Care Aide at $59 a month. The page shows monthly prices; it didn't show annual prices when we checked. SimplePractice includes a BAA, which you accept when you create your trial account.
JBMOnboard360's prices are on our pricing page. Professional is $79 per user per month billed annually ($99 monthly): client records, scheduling, invoicing, forms, team chat and AI meeting summaries. Business is $399 per location per month billed annually ($499 monthly), with unlimited users, and adds the help desk, the WhatsApp concierge and the lead inbox with follow-ups. Enterprise starts at $349 per location for 10 or more locations, billed annually. A BAA is included on every plan.
For a solo clinician, SimplePractice is cheaper and does more of what a clinician needs. JBMOnboard360 starts to make sense when a team or several locations share client work, or when follow-up and HQ support are the problem.
Side by side
SimplePractice and JBMOnboard360, as published in October 2026
| JBMOnboard360 | SimplePractice | |
|---|---|---|
| What it is | CRM and operations platform | EHR and practice management |
| Clinical notes, treatment plans | No | Yes |
| Insurance claims | No | Yes |
| Card payments (US) | No. Invoices and payment tracking only | Yes |
| Price | $79 per user (annual); $399 per location with unlimited users | $49, $79 or $99 a month |
| Lead inbox and follow-up reminders | Yes, with a daily digest (Business) | Not a focus |
| AI concierge answers inbound WhatsApp enquiries, no health information (Business) | No | |
| Team chat and AI meeting summaries | Yes | Note Taker add-on for session notes ($35) |
| Multi-location help desk | Yes, with SLAs | No |
| HIPAA BAA | Included on every plan | Included |
SimplePractice sources, checked October 2026: simplepractice.com/pricing; BAA from SimplePractice support (page text seen in search results; the page blocked our fetch).
Be fair
Who should stay with SimplePractice
- Licensed therapists, counselors, psychologists, dietitians and other clinicians who document care in clinical notes.
- Practices that bill insurance and need claims, ERAs and superbills.
- Solo and small practices where one affordable EHR covers scheduling, notes and payments.
JBMOnboard360 replaces none of that. We say so in every consultation.
Who JBMOnboard360 suits instead
- Coaches and consultants who need client records, scheduling, invoices, forms and call notes, but not a clinical record. See CRM for consultants.
- Cash-pay wellness clinics, such as IV hydration, aesthetics and recovery studios, that run on consultations, intake and follow-up. See IV therapy clinic software.
- Group practices with an EHR that need a separate layer for enquiries, follow-up, staff coordination and location support. See CRM for therapists.
Because it is not an EHR, use JBMOnboard360 for operational information: who the client is, when they're booked, which forms they've completed, what they've been invoiced and what was discussed on a business call. Keep clinical documentation in your clinical system. The BAA covers health information you do keep in JBMOnboard360, such as intake answers. Keep health information off WhatsApp: the concierge is for general questions only, and Meta doesn't sign a BAA for WhatsApp (why).
Questions
SimplePractice alternative questions
Is there a long-term contract?
You choose. Annual plans are a 12-month commitment at the lower annual price, and your price is locked for the term. Monthly plans cost more, and you can cancel them at any time.
Is JBMOnboard360 an EHR?
No. It has no clinical notes, treatment plans, insurance claims or e-prescribing. It is a CRM and operations platform with a BAA, designed to sit beside an EHR or to serve businesses that don't need one.
How much does SimplePractice cost?
As of October 2026, SimplePractice lists Starter at $49, Essential at $79 and Plus at $99 per month, with add-ons such as Note Taker at $35 and Care Aide at $59 a month.
Can a health coach use JBMOnboard360 instead of SimplePractice?
Yes, if the coach doesn't need clinical notes or insurance billing. Coaches use JBMOnboard360 for client records, scheduling, intake forms, invoices, call recording with AI summaries and lead follow-up.
Does JBMOnboard360 sign a BAA?
Yes, on every plan, at no extra cost. US customers are hosted on AWS in the United States.
Can I message clients on WhatsApp about their care?
No. Keep health information off WhatsApp. JBMOnboard360's concierge answers general inbound questions such as prices, hours and callbacks, and hands everything else to your team.
Keep reading
Related pages
SimplePractice is a trademark of its owner. JBMOnboard360 is not affiliated with it. Competitor facts are as published on the linked pages in October 2026 and may change. Nothing on this page is legal or clinical advice.
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