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.
Register
