SimplePractice Academy

Paperless Intakes and Telehealth 5:48

Appointment Reminders and Mobile App 3:56

Documentation and Online Booking 5:28

Insurance and eFiling 2:42

Switching to SimplePractice 3:53

Quick Start Guide

Introduction and tour 2:36

Try paperless intakes and telehealth 4:40

Set up your practice details 3:56

Set up services and custom note templates 3:26

Set up Client Portal, consent documents and reminders 5:16

Introduction & Clinician Roles 6:15

Calendar Features 5:10

Client Portal & Availability Settings 7:11

Practice Details, Billing & Services 8:14

Notes & Forms, Reminders & Messaging 7:27

Data Imports 5:37

One-on-One Call 8:03

Introduction 2:09

Insurance Billing Set-Up 2:36

What are Enrollments? 0:43

Enrollments: The Insurance Payers List 0:24

Enrollments: Submitting an Enrollment 1:05

Enrollments: Different than Paneling/Credentialing 0:35

Billing Insurance: Client Set-Up 3:25

Creating and Submitting a Claim 1:55

Creating and Submitting a Claim [Pt. 2] 2:18

Batch Claim Filing 1:18

Adding an Insurance Payment 1:15

Adding an Insurance Payment [Pt. 2] 0:44

Insurance Payment Related Reports 0:21

Introduction 1:47

Client Payments and Documentation 3:10

Claim Filing and Tracking 3:15

Insurance Payments 3:04

Calculating At-a-Glance Totals 1:01

How Telehealth Works 2:58

Preparing Your Office 4:53

Preparing Your Clients 2:48

Troubleshooting 4:41

FAQs 4:59

The Client Portal & the Client POV 1:47

Online Booking Settings 3:10

Setting Your Services 3:15

Setting Your Availability 3:04

Client POV: Requesting an Appointment 1:01

Approving/Declining Requests 1:00

Booking Widget 1:46

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 Creating Billing Documents 1:05

Sneak peek of the Client Portal and Paperless intake 2:51

Client Portal Quick Start Guide 5:56

Customizing your documents and forms 3:43

A preview of the Demographics form and Credit Card form 2:48

Introduction 6:58

Minors 6:31

Managing Clients & Contacts 4:11

Creating New Couples 3:11

Managing Existing Couples 6:37

Third-Party Billing 1:56