SimplePractice Academy

Getting Started with Client Management

Introduction Minors Managing Clients & Contacts Creating New Couples Managing Existing Couples Third-Party Billing

About this class

Learn the best ways to manage your clients and contacts in SimplePractice, including how to create clients and contacts, manage communication settings, and merge duplicate contact and client profiles. You’ll also learn about specific use-case scenarios, including working with minor clients and their parents or guardians (including divorced parents), third-party billing for clients, and couples.

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Introduction Minors Managing Clients & Contacts Creating New Couples Managing Existing Couples Third-Party Billing

Client Billing and Automation

Introduction

Introduction 0:35

 What's an Invoice?

What's an Invoice? 1:32

 What's a Statement?

What's a Statement? 0:47

 What's a Superbill?

What's a Superbill? 1:02

 Automating Invoices

Automating Invoices 3:43

 Automating Statements & Superbills

Automating Statements & Superbills 3:32

 Recording Client Payments

Recording Client Payments 2:36

 Manually Creating Billing Documents

Manually Creating Billing Documents 1:05

Manage and grow your private practice, all in one place.

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