SimplePractice Academy

Getting Started with SimplePractice

Introduction Calendar Overview Settings: Basic Info Settings: Billing & Services tab Settings: Services Settings: Integration with Stripe Settings: Notes & Forms Settings: Insurance Payers Settings: Client Reminders Settings: Client Portal Settings: Secure Messaging Creating a Client

About this class

Just started your SimplePractice trial? You can navigate through the video curriculum to learn tips and tricks to successfully set up your SimplePractice account.

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Introduction Calendar Overview Settings: Basic Info Settings: Billing & Services tab Settings: Services Settings: Integration with Stripe Settings: Notes & Forms Settings: Insurance Payers Settings: Client Reminders Settings: Client Portal Settings: Secure Messaging Creating a Client

Client Intake Forms

Enabling Your Client Portal

Enabling Your Client Portal 1:09

 Template Library & Custom Intake Forms

Template Library & Custom Intake Forms 6:52

 Creating Consent Forms

Creating Consent Forms 3:48

 Customizing Client Portal Emails

Customizing Client Portal Emails 0:53

 Sending Client Intake Documents

Sending Client Intake Documents 2:42

 Client POV in the Client Portal

Client POV in the Client Portal 2:50

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