SimplePractice Academy

Getting Started for Group Practices

Introduction & Clinician Roles Calendar Features Client Portal & Availability Settings Practice Details, Billing & Services Notes & Forms, Reminders & Messaging Data Imports One-on-One Call

About this class

Are you a group practice just getting started with SimplePractice? You can navigate through the video curriculum to learn how to get your account set up, including team members and permissions, online booking, and billing as a group.

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Introduction & Clinician Roles Calendar Features Client Portal & Availability Settings Practice Details, Billing & Services Notes & Forms, Reminders & Messaging Data Imports One-on-One Call

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

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