In 2014, SimplePractice was one of the first practice management platforms to launch a Client Portal that allowed clinicians to share documentation with their clients before an appointment. Over the next few years, the Client Portal received a more user friendly design, added the ability for clients to schedule their own appointments, and enabled clients to pay online. Even with all that functionality, it was only partially complete—we knew we had to do better.
The Importance of a Client Portal
The Client Portal is the gateway between you and your clients. It’s the first impression a new client receives when they make an appointment, and lets you share documents, policies, and intake forms with them before a session. It’s where your client goes to pay for your services. All in all, it gives you more ways to interact with your clients in a clean, streamlined way. To help you bring your clients up-to-date with how to use their Client Portal, feel free to share these updated guides with them.
Saving time by letting your clients upload documents
You have a practice to run, clients to see, and little time to spare. That’s why customers trust SimplePractice to help simplify operations and reduce the administrative tasks at hand. However, there’s always room for improvement. Adding the ability for clients to upload their own documentation is so important; it reduces the amount of paperwork you’d have to manage. Additionally, it opens the door to new types of interactions for more practitioners—like audio files for SLPs or food journals and photos for dietitians.
Simplifying the scheduling and billing experience
The Online Booking experience for your clients should be easy, self-guiding, and consistent. The design has evolved to better align with how a client would interact with you over the phone. It’s simple, straightforward, and still gives you control as the provider to approve or deny an appointment request.
Your practice relies on you getting paid by your clients, which means billing information needs to be accessible and easy to understand. By thinking with the client in mind, the new Billing & Payments section gives your clients the information they need at their fingertips, while making sure their outstanding balance is always present.
You’ve got a practice to run and clients to see. Learn how SimplePractice can help you save time on administrative functions at no cost for 30 days.