SimplePractice Academy

Getting Started with SimplePractice

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.

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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

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.

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

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