SimplePractice Academy

Getting Started with Client Management

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.


Getting Started for Group Practices

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

Free 30-day trial. No contracts. Change anytime. Tax deductible.

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