Quick Start Guide
Introduction and tour
Try paperless intakes and telehealth
Set up your practice details
Set up services and custom note templates
Set up Client Portal, consent documents and reminders
About this class
Just started your SimplePractice trial? In this 5 part video series, you’ll claim your Client Portal web address, experience sending a paperless intake, and learn how to set up your SimplePractice account.
Download the Quick Start Guide pdf to follow along: Quick Start Guide
Questions? Attend our daily live Getting Started Q & A session by registering here.
Register