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SimplePractice

· 1 Gong source · 2 SF sources

SimplePractice

Snapshot

EHR / practice-management platform serving solo and small-group behavioral-health practices. Medallion is embedded inside the SP product as the credentialing/enrollment layer — providers stay in the SP UI and are handed off to Medallion at each step, with status tracked visually back in SP. In active integration build; first product milestone targeted for end of April 2026. Tier 1 customer; $1,568,000 ARR; renewal window Oct 2026.

Commercial

  • Customer · Tier 1 · ARR $1.568M · renewal 2026-10 (Pending Renewal) — per SF diff, 2026-04-19.
  • Renewal: SimplePractice - Renewal - 10/1/2026 — Pending Renewal $1,568,000 — closes 2026-10-01 (006PO00000U5A8mYAF)
  • Pipeline: SP - Growth — Discovery $5,465,500 → $2,000,000 — closes 2026-05-25 (006PO00000VJ0lfYAD) (per SF diff, 2026-04-21)

Profile

  • Industry: Healthcare Software (SF 2026-04-19)
  • Annual revenue: $17,986,000 (SF 2026-04-19)
  • Employees: 86 (SF 2026-04-19)

Operations

  • Integration model: Medallion embedded inside SP UI; provider stays in SP, handoff to Medallion at each credentialing step, status surfaced back to SP visually.
  • Sync: daily full sync (not webhooks).
  • Launch window: last week of April 2026 (first product milestone).
  • Primary fast-channel: Slack (used for both eng coordination and CS asks).
  • Public partnership: Medallion may name-drop SimplePractice as a reference customer with prospects (confirmed by Bradley in 4/14 Kipu prospect call).

Key Contacts

SimplePractice — Micah Sanders, Strategy & Operations Analyst (micah.sanders@simplepractice.com) — lead on weekly impl sync; Jenn Hansen, Engineering (jenn.hansen@simplepractice.com) — owns sync/scaling work; Roberto Torres, Engineering (roberto.torres@simplepractice.com); Josh Lubaway, Engineering (josh.lubaway@simplepractice.com); Richard Bedats, Product (richard.bedats@simplepractice.com); Josh Waldman, Product (josh.waldman@simplepractice.com); Gianna Brucato, CS (gianna.brucato@simplepractice.com) — raised cap-limit-language ask; Jordan D., CS (jordan.d@simplepractice.com) — owns provider enablement; Andrew Krimstock, Marketing (andrew.krimstock@simplepractice.com); Zach Burt (zach.burt@simplepractice.com).

Medallion — Bradley Eral, Major Enterprise AE (account owner; runs weekly sync); Brittani Luyen, Senior PM; Jim Espinoza, Sr. Technical Solutions Manager (owns invite/email-trigger logic); Joshua Levitan, Solutions Consultant; Ross Martin, engineering-side counterpart on integration architecture.

Active Work

Recurring cadences

  • EBR: quarterly since 2025-12; next none scheduled (2 logged) (SF 2026-04-19)

  • First product milestone — launch end of April 2026 — Target: last week of April 2026 (per Micah, with Jenn + Roberto keeping him honest). Launch ships the embedded Medallion handoff inside SP’s UI: providers are kicked into Medallion at each step of the credentialing flow and status tracks visually back in SP. Designs shared with Medallion ~one month prior to this call. Source: 13 weekly impl sync.

  • Integration architecture — daily sync (webhooks later) — Daily sync of all data rather than webhooks. Jenn flagged webhooks as desirable “in an ideal world later on” but not the limiting factor for launch. Full-scale sync in QA week of 4/13 and expected to merge that week. SP mindful of Medallion API rate limits but expects to push close to rate-limit max. Ross asked SP to run at launch-day scale upfront so scaling issues surface early; tweaks coordinated in Slack (Gong 2026-04-13).

  • Welcome-email trigger change (under discussion) — Today the Medallion welcome email fires on org/provider creation; SP wants it on successful CAQH import since the new UX doesn’t encourage action outside SP until import completes. Jim laid out two paths: Option A (faster) Medallion stops sending the invite, SP checks CAQH status and triggers the invite via Medallion API (no Medallion code change); Option B (slower) Medallion does the CAQH-status check + invite-trigger itself (longer lead time). SP leaning toward Option A as a fast-follow; will get back to Jim. Hitting the invite API kicks off the full email journey (Gong 2026-04-13).

  • Embedded provider enablement — Launch will include a “resources” link in the SP UI exposing customer-support guides + pre-recorded demos. Additional flexibility planned (e.g. could surface a demo card in the UI later). Jordan owns this from SP side.

Open Issues & Requests

Operational pain

  • Excess customer demand for additional enrollments, but low waitlist conversion — many customers reach their cap and ask for more; most don’t sign up for the waitlist after being sent the link (it’s an informal demand-signal mechanism). A subset converts via a separate “new offer” path. Per Andrew, throughput is being intentionally metered “because of the difficulty they’ve had getting through the experience” — i.e. provider-side UX friction is the constraint, not demand. Source: 13 weekly impl sync.
  • Provider-side UX friction acknowledged — the milestone work above is partly aimed at addressing this. Embedded enablement + cleaner in-product handoff are the levers.

Feature requests

  • Cap-limit / waitlist messaging — When a customer hits their enrollment cap, current SP messaging says to contact SimplePractice to purchase more — reads as “available right now.” Gianna asked to soften since it’s not actually purchasable on demand. Brittani + Bradley confirmed language is fully customizable; SP to draft replacement wording and send to Brittani via Slack (Gong 2026-04-13).

Decisions & Commitments

  • 2026-04-13 — Launch target: last week of April 2026 for the embedded Medallion enrollment milestone. Source: Micah in 13 weekly impl sync.
  • 2026-04-13 — Daily sync is the integration architecture for launch; webhooks deferred to later phase. Source: Jenn (Gong 2026-04-13).
  • 2026-04-13 — SP to draft new cap-limit / waitlist messaging language and send via Slack to Brittani; Medallion will deploy. Source: Gianna + Brittani + Bradley (Gong 2026-04-13).
  • 2026-04-13 — Bradley to follow up with updated consumption deck (sent same day). Source: Bradley (Gong 2026-04-13).

Source History

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