Training Videos and Live Classes
In-depth video tutorials and free, live classes on everything from demos to insurance billing.
Watch pre-recorded videos or register for a live class.
The best way to experience pre-recorded videos is to watch courses in their entirety. Our live classes cover the same content with questions answered throughout.
Getting Started with SimplePractice
Introduction & Navigating the Help Center
0:52
Calendar Overview
5:51
Settings: Basic Info
1:34
Settings: Practice Details
1:13
Settings: Billing & Services tab
5:07
Settings: Services
1:14
Settings: Integration with Stripe
0:28
Settings: Notes & Forms
1:06
Settings: Insurance Payers
0:54
Settings: Client Reminders
1:02
Settings: Client Portal
3:29
Settings: Secure Messaging
0:16
Creating a Client
2:09
Insurance Billing with SimplePractice
Insurance Introduction
2:09
Setting Up Your Practice to Bill Insurance
2:36
Enrollments: What Are They?
0:43
Enrollments: Understanding the Insurance Payers List
0:24
Enrollments: Finding a Payer
1:23
Enrollments: Submitting an Enrollment
1:05
Enrollments: Different than Paneling/Credentialing
0:35
Setting up a client’s account to bill insurance
3:25
Creating and submitting a claim
1:55
Creating and submitting a claim continued
2:18
Batch Claim Filing
1:18
Adding an Insurance Payment
1:15
Adding an Insurance Payment Continued
1:48
Adding an Insurance Payment Continued
0:44
Insights: Insurance Payment related reports
0:21
Insurance Accounting Best Practices
Introduction
1:47
Client Payments and Documentation
3:10
Claim Filing & Tracking
3:15
Insurance Payments
3:04
Calculating At-A-Glance Totals
1:01
Online Booking
Client Billing and Automation
Introduction
0:35
What’s an Invoice?
1:32
What’s a Statement?
0:47
What’s a Superbill?
1:02
Automating Invoices
3:43
Automating Statements & Superbills
3:32
Recording Client Payments
2:36
Manually Create Billing Documents
1:05
Client Intake Forms
Enabling your Client Portal
1:09
Template Library & Creating Custom Intake Forms
6:52
Creating Consent Forms
3:48
Customizing Client Portal Emails
0:53
Sending a Client Intake Documents
2:42
Client Point of View in the Client Portal
2:50
LIVE CLASSES
SimplePractice Demo and Q&A
Trying to figure out if SimplePractice is right for you? Check out our demo! In this group setting, we’ll spend about 20 minutes running through several SimplePractice features and then spend the rest of the time answering your questions live.
Thursdays at 930am PST
Getting Started Open Q&A
Need a little more assistance getting started with SimplePractice? Ask any questions you have during this 30-minute open-forum Q&A. A companion to our hour-long Getting Started video tutorial.
Fridays at 10am PST
Insurance Q&A
Our weekly open sessions where we can answer any Insurance Billing related questions. Note: We won’t be able to answer questions about specific client billing, insurance billing or troubleshooting because of potential PHI on these pages. If you have these types of questions, contact our team to get them answered.