{"count":239,"next_page":"https://support.simplepractice.com/api/v2/help_center/articles/search.json?page=2\u0026per_page=25\u0026query=search+notes+documentation+keyword","page":1,"page_count":10,"per_page":25,"previous_page":null,"results":[{"id":360006912192,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/360006912192.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/360006912192-Using-chart-notes","author_id":9050319135501,"comments_disabled":true,"draft":false,"promoted":false,"position":8,"vote_sum":6,"vote_count":20,"upvote_count":13,"downvote_count":7,"section_id":44118102467853,"created_at":"2018-07-10T21:37:42Z","updated_at":"2026-03-09T19:16:06Z","name":"Using chart notes","title":"Using chart notes","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-12-22T23:51:22Z","user_segment_id":null,"permission_group_id":1743872,"content_tag_ids":["01KC5J9S70G6Z002B89KY8ZSHG","01KCAKK8XS10P4BP77SE6M7JN3","01KCAKKE9E39ZXY10EQDB8NCJD","01KCAKYJRCTRJHZRHKG7XH7CBM"],"label_names":["client","chart","notes","documentation"],"body":"\u003cp\u003e\n    \u003ciframe src=\"//fast.wistia.com/embed/iframe/mblxg7b31e\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\n    \u003cbr\u003e\n\u003cscript src=\"https://fast.wistia.net/assets/external/E-v1.js\" async=\"\"\u003e\u003c/script\u003e\n  \u003c/p\u003e\u003cp\u003eChart notes let you record client information that isn’t tied to a specific appointment. They appear on the client Overview page in chronological order, based on their set date and time.\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e51a449f2f167d0dc03120a9aece68db4\"\u003e\u003ca href=\"#addingacha\"\u003e\u003cstrong\u003eAdding a chart note\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e4ebc9aebf81532777b11c59b852f2d6a\"\u003e\u003ca href=\"#howtoviewo\"\u003e\u003cstrong\u003eEditing, printing, or deleting a chart note\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e All clinicians and the Account Owner can view, edit, and add chart notes. Supervisors can do this for their supervisees’ clients. Practice managers, practice schedulers, and practice billers can view, edit, and add chart notes with an additional permission. To learn more about additional team member permissions, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/41959530341133\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAdministrative roles available for team members\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"addingacha\"\u003e\u003cstrong\u003eAdding a chart note\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eChart notes are tied to a client’s medical record. They’re commonly used to record:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e914445b8c0540d726ccfbf4514ae8564\"\u003eNotes from a client phone call, email, \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/115003629583-Getting-started-with-Secure-Messaging\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSecure Messaging\u003c/strong\u003e\u003c/a\u003e conversation, or document\u003c/li\u003e\n\u003cli data-list-item-id=\"e029c6a0ee3a1c80a7bffe806e2cd857d\"\u003eComments about the client or appointment details\u003c/li\u003e\n\u003cli data-list-item-id=\"e5456660a0f711e4d5cbb02803f790053\"\u003eVitals (height, weight, BMI, blood work, etc.)\u003c/li\u003e\n\u003cli data-list-item-id=\"eba700cb01b68e296092f12b846c10d90\"\u003eMedication history\u003c/li\u003e\n\u003cli data-list-item-id=\"eefc7b6a986471b563a1fa7e6ad7e366c\"\u003eFacesheet information\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eTo create a chart note:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ecfa626cd97c99e8eb6290e15252a8c7e\"\u003eNavigate to the client’s \u003cstrong\u003eOverview\u003c/strong\u003e page\u003c/li\u003e\n\u003cli data-list-item-id=\"eaa9eb45b40cdcfcacc7028f64427a868\"\u003eType into the \u003cstrong\u003eChart Note\u003c/strong\u003e field\u003c/li\u003e\n\u003cli data-list-item-id=\"e5aa094426ed3d5dee7d5dc569196d3df\"\u003eSet a specific date and time, if necessary\u003cul\u003e\u003cli data-list-item-id=\"e8498665812b7c48417974484f6bdfd13\"\u003eSince the record is ordered chronologically, to pin a chart note to the top of the client's record, you can set the date to some time in the future\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/25048111553165\" alt=\"Setting the date and time for a chart note in SimplePractice\"\u003e\u003c/p\u003e\u003col start=\"4\"\u003e\u003cli data-list-item-id=\"e0284f403d8264038cad997b6f146003b\"\u003eClick \u003cstrong\u003e+ Add Note\u003c/strong\u003e\n\u003c/li\u003e\u003c/ol\u003e\u003cp\u003eOnce added, you can view the client’s chart note on their \u003cstrong\u003eOverview\u003c/strong\u003e page.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e If you’re on the \u003ca href=\"https://www.simplepractice.com/pricing/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eEssential or Plus plan\u003c/strong\u003e\u003c/a\u003e, you can save time completing chart notes with snippets and macros. To learn more, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/23629042253453-Using-snippets\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eUsing snippets\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"howtoviewo\"\u003e\u003cstrong\u003eEditing, printing, or deleting a chart note\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eYou can view a client’s chart notes on their \u003cstrong\u003eOverview\u003c/strong\u003e page. To edit a chart note:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e7bb98898563f1e528e58e9ba996bf4f4\"\u003eNavigate to the client’s \u003cstrong\u003eOverview\u003c/strong\u003e page\u003c/li\u003e\n\u003cli data-list-item-id=\"e1e049a8fc26118c609c71664bf6eca82\"\u003eHover your mouse over the \u003cstrong\u003eChart Note\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e75bfaab53d6e1475e292ebf7888a70b4\"\u003eClick one of the following:\u003c/li\u003e\n\u003c/ol\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"eaade09430708455721c31c71a851032c\"\u003e\n\u003cstrong\u003eEdit\u003c/strong\u003e to update the chart note\u003c/li\u003e\n\u003cli data-list-item-id=\"efd5165103242f404af7be516b618d968\"\u003eThe \u003cstrong\u003eprint icon\u003c/strong\u003e to print\u003c/li\u003e\n\u003cli data-list-item-id=\"edde887f16fc2b1ae9b60216c2fda9f49\"\u003eThe \u003cstrong\u003etrashcan icon\u003c/strong\u003e to delete\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/25048126020749\" alt=\"Chart note edit, print, and delete icons in SimplePractice\"\u003e\u003c/p\u003e\u003col start=\"4\"\u003e\n\u003cli data-list-item-id=\"e985a4ce3d2f7b43aaf8adaa9f0084567\"\u003eIf editing, click \u003cstrong\u003eSave Note\u003c/strong\u003e to keep your changes\u003c/li\u003e\n\u003cli data-list-item-id=\"ed3bdb093e003ba669041737382381ed3\"\u003eIf deleting, click \u003cstrong\u003eDelete now\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eIf you’re not able to view or choose one of these options, make sure that you’re viewing the client's \u003cstrong\u003eOverview\u003c/strong\u003e page in \u003cstrong\u003eExcerpt View\u003c/strong\u003e, not \u003cstrong\u003eList View\u003c/strong\u003e. To change the view, click the \u003cstrong\u003eExcerpt View\u003c/strong\u003e icon below the \u003cstrong\u003eChart Note\u003c/strong\u003e field. \u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/25048126034445\" alt=\"Excerpt View icon on the client Overview page in SimplePractice\"\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e Chart notes can’t be signed or locked. If you need a signed version, you can add the note as an \u003cstrong\u003eother document\u003c/strong\u003e to e-sign it. To learn more, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/41863613529997-Adding-other-documents\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAdding other documents\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e","user_segment_ids":[],"snippet":"Chart \u003cem\u003eNote\u003c/em\u003e field. \u003cem\u003eNote\u003c/em\u003e: Chart \u003cem\u003enotes\u003c/em\u003e can’t be signed or locked. If you need a signed version, you can add the \u003cem\u003enote\u003c/em\u003e as an","result_type":"article"},{"id":23629042253453,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/23629042253453.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/23629042253453-Using-snippets","author_id":1900071729767,"comments_disabled":true,"draft":false,"promoted":false,"position":9,"vote_sum":1,"vote_count":1,"upvote_count":1,"downvote_count":0,"section_id":44118102467853,"created_at":"2024-01-29T19:51:23Z","updated_at":"2026-03-09T19:16:06Z","name":"Using snippets","title":"Using snippets","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-12-16T05:06:12Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KC5J9S70G6Z002B89KY8ZSHG","01KC7Z149D868P9ZSEF7VSC9NT","01KCD1F5QPRVV3WCSYMWQMAHPV","01KCJRK3WP2V1KJTTWY3NV9F16","01KCJRKCYK1MS1E1WG0TK7972D"],"label_names":["notes","macros","templates","documentation","snippets"],"body":"\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/2bffmsmn34\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003cp\u003eSnippets let you save commonly used text or phrases so you can quickly reuse them while you're writing client documentation in SimplePractice. You can use snippets in an \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/17766520981133-Using-administrative-notes\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eadministrative note\u003c/strong\u003e\u003c/a\u003e, \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360006912192-Using-chart-notes\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003echart note\u003c/strong\u003e\u003c/a\u003e, \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/28743754453773\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eprogress note\u003c/strong\u003e\u003c/a\u003e, \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/28743754453773\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003epsychotherapy note\u003c/strong\u003e\u003c/a\u003e, \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/41863613529997\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eother document\u003c/strong\u003e\u003c/a\u003e, or a \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/26718620392845\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ediagnosis \u0026amp; treatment plan\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e In progress notes, snippets are only available in long answer (multi-line text) fields.\u003c/p\u003e\u003cp\u003eIn this guide, we’ll cover:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e70b77dce771ad413dbc51bb57718c9b0\"\u003e\u003ca href=\"#creatingas\"\u003e\u003cstrong\u003eManaging snippets\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"eb857fa9325d6412898174803e6e0c2f1\"\u003e\u003ca href=\"#addingasni\"\u003e\u003cstrong\u003eAdding a snippet to your documentation\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e510a9843d4734ba93f711274be7edf00\"\u003e\u003ca href=\"#sharingsni\"\u003e\u003cstrong\u003eSharing snippets with your group practice\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e49ded8d6e6dabc06a584f40bbb97ea77\"\u003e\u003ca href=\"#usingsnipp\"\u003e\u003cstrong\u003eUsing snippet folders\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"ea245f3409e3cc93f9082db89e94f10ec\"\u003e\u003ca href=\"#accessings\"\u003e\u003cstrong\u003eAccessing snippets for each team member’s role\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"ea2463925ba8cc3f08d569c62231dee9b\"\u003e\u003ca href=\"#faqs\"\u003e\u003cstrong\u003eFAQs\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e Snippets are only available on the \u003ca href=\"https://www.simplepractice.com/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eEssential and Plus plans\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"creatingas\"\u003e\u003cstrong\u003eManaging snippets\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eTo manage your snippets, click the lightning bolt icon in the text toolbar when you're working on a client's documentation. \u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/25033449033101\" alt=\"Lightning bolt icon in the text toolbar for snippets\"\u003e\u003c/p\u003e\u003cp\u003eNext, select \u003cstrong\u003eManage snippets\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/25033459813261\" alt=\"Manage snippets option in the snippet menu\"\u003e\u003c/p\u003e\u003cp\u003eTo create a new snippet, select \u003cstrong\u003e+ New snippet.\u003c/strong\u003e\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/25185766830349\" alt=\"New snippet button in the snippets library\"\u003e\u003c/p\u003e\u003cp\u003eWhen you add a title and text for your snippet, these items will save automatically. You can confirm the last autosave time in the lower-right corner of the snippet editor.\u003c/p\u003e\u003cp\u003eYou can edit an existing snippet by selecting it from the middle column, then making your changes.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 3082/1666;\" src=\"https://support.simplepractice.com/hc/article_attachments/41966667241101\" alt=\"existingsnippet.simplepractice.snippets.png\" width=\"3082\" height=\"1666\"\u003e\u003c/figure\u003e\u003cp\u003eYou can also use the three horizontal dots to duplicate, \u003ca href=\"#sharingsni\"\u003e\u003cstrong\u003emove\u003c/strong\u003e\u003c/a\u003e, or delete a snippet.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/25185720098317\" alt=\"Three-dot menu for snippet options\"\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"addingasni\"\u003e\u003cstrong\u003eAdding a snippet to your documentation\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eTo use a snippet:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e21609869a2fd9222014230926bbaf3b8\"\u003eIn the text toolbar, click the lightning bolt icon\u003c/li\u003e\n\u003cli data-list-item-id=\"e27b41b23c593cb823c480137d0aed664\"\u003eSelect \u003cstrong\u003eYour snippets\u003c/strong\u003e, \u003cstrong\u003ePractice snippets\u003c/strong\u003e, or another folder\u003c/li\u003e\n\u003cli data-list-item-id=\"e0ed35e61e4fbfa5e37692b5a079a8f7a\"\u003eChoose the snippet you want to use\u003c/li\u003e\n\u003cli data-list-item-id=\"e9d6077754478bfba0ee0ad42a63af2f7\"\u003eClick \u003cstrong\u003eUse snippet\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/25033734052877\" alt=\"Using a snippet from the snippets menu\"\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"sharingsni\"\u003e\u003cstrong\u003eSharing snippets with your group practice\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eYou can share snippets with your group practice by duplicating a snippet from \u003cstrong\u003eYour snippets\u003c/strong\u003e and moving it to \u003cstrong\u003ePractice snippets\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e There isn’t a way to share snippets with clinicians outside your group practice.\u003c/p\u003e\u003cp\u003eTo share a snippet:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"eb74b26bf1aeabf505f09b0d1c7726fd8\"\u003eIn the text toolbar, click the lightning bolt icon \u0026gt; \u003cstrong\u003eYour snippets\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"edd7a8f25f67fa15b4c73f6c6f069644d\"\u003eSelect the snippet\u003c/li\u003e\n\u003cli data-list-item-id=\"ee80d06221b19c8895bd6ffc47a8d1eea\"\u003eClick the three dots \u003cstrong\u003e\u0026gt; Duplicate snippet\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ef77deb13a8997204335200a3dbe3965b\"\u003eUpdate the title or text if needed\u003c/li\u003e\n\u003cli data-list-item-id=\"eefcefcf1eff7022d1425feb88d78eab0\"\u003eClick the three dots \u0026gt; \u003cstrong\u003eMove to \u0026gt; Practice snippets\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/25185766898317\" alt=\"Moving a snippet to the Practice snippets folder\"\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"usingsnipp\"\u003e\u003cstrong\u003eUsing snippet folders\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eYou can organize snippets by creating custom folders under \u003cstrong\u003eYour snippets\u003c/strong\u003e or \u003cstrong\u003ePractice snippets\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003eTo create a folder:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"eac36f41f265cc63edf6435fc51e82e79\"\u003eIn the text toolbar, click the lightning bolt icon \u0026gt; \u003cstrong\u003eYour snippets\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ee76235b4052122ee34ab41b3c8027e12\"\u003eSelect \u003cstrong\u003ePractice snippets\u003c/strong\u003e if the folder will be shared\u003c/li\u003e\n\u003cli data-list-item-id=\"ead98f6095d42b187c4bf31cadaad4b55\"\u003eClick \u003cstrong\u003e+ New folder\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e1d3d55bf1bb13fce6f212693cd180cfe\"\u003eEnter a folder name\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/25034605205901\" alt=\"Creating a new snippet folder\"\u003e\u003c/p\u003e\u003cp\u003eYou can rename or delete a folder by hovering over it, clicking the three dots, and selecting \u003cstrong\u003eRename\u003c/strong\u003e or \u003cstrong\u003eDelete\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/25185720162701\" alt=\"Rename or delete options for a snippet folder\"\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"accessings\"\u003e\u003cstrong\u003eAccessing snippets for each team member’s role\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eIn a group practice, snippet access depends on a team member’s role. The table in this section outlines who can view, use, edit, and share snippets in \u003cstrong\u003eYour snippets\u003c/strong\u003e and \u003cstrong\u003ePractice snippets\u003c/strong\u003e.\u003c/p\u003e\u003cfigure class=\"wysiwyg-table wysiwyg-table-align-left\" style=\"width: 731.031px;\"\u003e\u003ctable style=\"background-color: rgb(255, 255, 255); border-collapse: collapse; border-spacing: 0px; border-style: solid; border-width: 1px;\"\u003e\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd style=\"border-style: solid; border-width: 1px; padding: 5px 10px;\"\u003e\u003cstrong\u003eTeam member role\u003c/strong\u003e\u003c/td\u003e\n\u003ctd style=\"border-style: solid; border-width: 1px; padding: 5px 10px;\"\u003e\u003cstrong\u003eAccess to snippets\u003c/strong\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"border-style: solid; border-width: 1px; padding: 5px 10px;\"\u003e\u003cul\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e459c9e26167292a1695059193914929c\"\u003e\u003cstrong\u003eAccount Owner\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"ea772253e469a3dc2315051a018da2dc2\"\u003e\u003cstrong\u003eClinician with entire practice access\u003c/strong\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003c/td\u003e\n\u003ctd style=\"border-style: solid; border-width: 1px; padding: 5px 10px;\"\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ea590288ed0fff700239fd564d3d821b9\"\u003eCan view, use, edit, delete, and duplicate all snippets in the \u003cstrong\u003ePractice snippets\u003c/strong\u003e folder and in their own \u003cstrong\u003eYour snippets\u003c/strong\u003e folder\u003c/li\u003e\n\u003cli data-list-item-id=\"ef7cdca6d136af712e8d2c60f9fb0a9ec\"\u003eCan move all snippets from the \u003cstrong\u003ePractice snippets\u003c/strong\u003e folder into their own \u003cstrong\u003eYour snippets\u003c/strong\u003e folder\u003c/li\u003e\n\u003cli data-list-item-id=\"e01948e93134a452740f884968d63dfc6\"\u003eCan move any snippets from their \u003cstrong\u003eYour snippets\u003c/strong\u003e folder to the \u003cstrong\u003ePractice snippets\u003c/strong\u003e folder\u003c/li\u003e\n\u003cli data-list-item-id=\"e2c76eee2cca7ed2a4e3a671d3333067e\"\u003eCan create, rename, and delete custom folders under \u003cstrong\u003eYour snippets\u003c/strong\u003e\u003cstrong\u003e \u003c/strong\u003eand \u003cstrong\u003ePractice snippets\u003c/strong\u003e\u003cstrong\u003e \u003c/strong\u003efolders\u003c/li\u003e\n\u003c/ul\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"background-color: rgb(240, 240, 240); border-style: solid; border-width: 1px; padding: 5px 10px;\"\u003e\u003cul\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e5ca7001f693be16cfab080b87466d3d2\"\u003e\u003cstrong\u003eClinician with full client list access\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"ed651e9442f3ccbf6d972f9733e5dbe24\"\u003e\u003cstrong\u003eClinician with billing access\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e9b4a8100cf9bc27ae6085ea7a0c380ae\"\u003e\u003cstrong\u003eClinician with basic access\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e0d48f91569b126b0e226a58f7587c5c6\"\u003e\u003cstrong\u003eSupervisor (with or without a clinician role)\u003c/strong\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003c/td\u003e\n\u003ctd style=\"background-color: rgb(240, 240, 240); border-style: solid; border-width: 1px; padding: 5px 10px;\"\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e5272958e1c41cffde4449aed63dc042c\"\u003eCan view, use, edit, duplicate, and delete all snippets in their own \u003cstrong\u003eYour snippets\u003c/strong\u003e folder\u003c/li\u003e\n\u003cli data-list-item-id=\"ed0de87a9f18f20f6c1c9b858a35f02d1\"\u003eCan view and use all snippets in the \u003cstrong\u003ePractice snippets\u003c/strong\u003e folder, even snippets that they didn’t create\u003c/li\u003e\n\u003cli data-list-item-id=\"ed8c5052997314de3999ba1592996204a\"\u003eCan move any snippets from their \u003cstrong\u003eYour snippets\u003c/strong\u003e folder to the \u003cstrong\u003ePractice snippets\u003c/strong\u003e folder\u003c/li\u003e\n\u003cli data-list-item-id=\"e5e6f9261d542e55b5ef3b4c1b6ece577\"\u003eCan only move snippets they created from the \u003cstrong\u003ePractice snippets\u003c/strong\u003e folder into their own \u003cstrong\u003eYour snippets\u003c/strong\u003e folder\u003c/li\u003e\n\u003cli data-list-item-id=\"edcf6f2e3a4f8b1ce745464a181042a58\"\u003eCan only edit, delete, and duplicate snippets in the \u003cstrong\u003ePractice snippets\u003c/strong\u003e folder that they created\u003c/li\u003e\n\u003cli data-list-item-id=\"e3cf891c821c1eae88bb07f14dc548c23\"\u003eCan create custom folders under \u003cstrong\u003eYour snippets\u003c/strong\u003e\u003cstrong\u003e \u003c/strong\u003eand \u003cstrong\u003ePractice snippets\u003c/strong\u003e\u003cstrong\u003e \u003c/strong\u003efolders\u003c/li\u003e\n\u003cli data-list-item-id=\"eec62c2016274db810f177cceb0c88b03\"\u003eCan only rename and delete custom folders they’ve created\u003c/li\u003e\n\u003c/ul\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"border-style: solid; border-width: 1px; padding: 5px 10px;\"\u003e\u003cul\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e1bb4746b0b4d2457f4de8263ffca3816\"\u003e\u003cstrong\u003ePractice manager without a clinician role \u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"eebcb1e2661d866d9046f0360edff2824\"\u003e\u003cstrong\u003ePractice biller without a clinician role\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e8cda1db26876eb4c3913352130413104\"\u003e\u003cstrong\u003ePractice scheduler without a clinician role\u003c/strong\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003c/td\u003e\n\u003ctd style=\"border-style: solid; border-width: 1px; padding: 5px 10px;\"\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e1d6353d6a11edc97dd3aee039d83e5fc\"\u003eCan view, use, edit, duplicate and delete all snippets in their own \u003cstrong\u003eYour snippets\u003c/strong\u003e folder\u003c/li\u003e\n\u003cli data-list-item-id=\"e280423ec369095d22e8de30980dbbc7d\"\u003eCan create, rename, and delete custom folders under \u003cstrong\u003eYour snippets\u003c/strong\u003e\u003cstrong\u003e \u003c/strong\u003efolder\u003c/li\u003e\n\u003cli data-list-item-id=\"e4ffdb225d3905355d2b48aed55c2d6ab\"\u003eCan’t access the \u003cstrong\u003ePractice snippets\u003c/strong\u003e folder\u003c/li\u003e\n\u003c/ul\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\u003chr\u003e\u003ch2 id=\"faqs\"\u003e\u003cstrong\u003eFAQs\u003c/strong\u003e\u003c/h2\u003e\u003cul\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"ee6436cd8356087d2e9ce950ec8b35bb7\"\u003e\u003ca href=\"#doessimp\"\u003e\u003cstrong\u003eDoes SimplePractice provide snippets?\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"ed33ff2878a80ef2466229819edf3ef2d\"\u003e\u003ca href=\"#caniadd\"\u003e\u003cstrong\u003eCan I add macros to snippets?\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003chr\u003e\u003ch2 id=\"doessimp\"\u003e\u003cstrong\u003eDoes SimplePractice provide snippets?\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eIf \u003cstrong\u003eBehavioral health therapy\u003c/strong\u003e, \u003cstrong\u003eChiropractic\u003c/strong\u003e, or \u003cstrong\u003eSpeech-language pathology\u003c/strong\u003e is selected at \u003cstrong\u003eSettings \u0026gt; Profile \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/practice_settings/basic_info/clinical_info\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eClinical info\u003c/strong\u003e\u003c/a\u003e, you’ll have access to a \u003cstrong\u003eSimplePractice snippets\u003c/strong\u003e folder with commonly used snippets.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1600/848;\" src=\"https://support.simplepractice.com/hc/article_attachments/25257574360333\" alt=\"SimplePractice snippets folder by specialty\" width=\"1600\" height=\"848\"\u003e\u003c/figure\u003e\u003chr\u003e\u003ch2 id=\"caniadd\"\u003e\u003cstrong\u003eCan I add macros to snippets?\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e Macros are only available on the \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360034957931-Which-subscription-plan-is-right-for-me\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eEssential and Plus plans\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eWhen editing a snippet, you can add macros that'll auto-populate client information, such as client name or next appointment details.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/25185720177933\" alt=\"Macro options available when editing a snippet\"\u003e\u003c/p\u003e\u003cp\u003eMacros can also be used when adding \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/17766520981133-Using-administrative-notes\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eadministrative notes\u003c/strong\u003e\u003c/a\u003e, \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360006912192-Using-chart-notes\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003echart notes\u003c/strong\u003e\u003c/a\u003e, \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/28743754453773-Using-progress-and-psychotherapy-notes-for-individual-appointments\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eprogress notes\u003c/strong\u003e\u003c/a\u003e, \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/28743754453773-Using-progress-and-psychotherapy-notes-for-individual-appointments\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003epsychotherapy notes\u003c/strong\u003e\u003c/a\u003e, \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/41863613529997\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eother documents\u003c/strong\u003e\u003c/a\u003e, and \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/26718620392845\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003etreatment plans\u003c/strong\u003e\u003c/a\u003e (Simple and Basic treatment plans only) to a client’s profile.\u003c/p\u003e","user_segment_ids":[],"snippet":"adding administrative \u003cem\u003enotes\u003c/em\u003e, chart \u003cem\u003enotes\u003c/em\u003e, progress \u003cem\u003enotes\u003c/em\u003e, psychotherapy \u003cem\u003enotes\u003c/em\u003e, other \u003cem\u003edocuments\u003c/em\u003e, and treatment plans","result_type":"article"},{"id":17766520981133,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/17766520981133.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/17766520981133-Using-administrative-notes","author_id":9050319135501,"comments_disabled":true,"draft":false,"promoted":false,"position":7,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":44118102467853,"created_at":"2023-07-19T20:39:53Z","updated_at":"2026-03-09T19:16:06Z","name":"Using administrative notes","title":"Using administrative notes","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-12-15T18:55:23Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KC5J9S70G6Z002B89KY8ZSHG","01KCAKYJRCTRJHZRHKG7XH7CBM","01KCAY72QSNKZQ1CMVZMR6KTS8","01KCAY79XKW88BG6BF16YSNCQR"],"label_names":["permissions","admin","notes","documentation"],"body":"\u003ch1 id=\"h_01KCAY8J79D6H5Y2ZDK8410HTJ\"\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/419ydah9cj\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"\u003e\u003c/iframe\u003e\u003c/h1\u003e\u003cp\u003eAdministrative notes allow you to leave non-clinical information on a client's profile for staff who have access to the client's chart.\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e03279bf1ea7bbd1336f577ae03f559b1\"\u003e\u003ca href=\"#addingadmi\"\u003e\u003cstrong\u003eAdding an administrative note\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"eca9a2a09301c81dee572d44108ac136e\"\u003e\u003ca href=\"#editingadm\"\u003e\u003cstrong\u003eEditing, printing, and deleting an administrative note\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eAdministrative notes function like sticky notes on a physical chart. Any team member with access to the client's profile can view, edit, and delete an administrative note. This includes practice managers, schedulers, and billers, even if they don’t have access to the client's full clinical profile.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e Administrative notes are only available on the \u003ca href=\"https://www.simplepractice.com/pricing/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eEssential and Plus plans\u003c/strong\u003e\u003c/a\u003e. This feature is not available on the \u003cstrong\u003eStarter plan\u003c/strong\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"addingadmi\"\u003e\u003cstrong\u003eAdding an administrative note\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eTo add an administrative note to a client's profile:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e327eabe0336203b505e70e97d96cd2b2\"\u003eNavigate to the client's \u003cstrong\u003eOverview\u003c/strong\u003e page\u003c/li\u003e\n\u003cli data-list-item-id=\"ee75c764c8f6ad49120b286f93a593da4\"\u003eClick \u003cstrong\u003e+ Administrative Note\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/25048337115149\" alt=\"Creating a new administrative note in SimplePractice\"\u003e\u003c/p\u003e\u003col start=\"3\"\u003e\n\u003cli data-list-item-id=\"e2bdb15bb7ed0492305019100cdfe52d8\"\u003eType the information in the field provided\u003cul\u003e\u003cli data-list-item-id=\"e7a10d50b9197966edd12bee7973e44c5\"\u003eWhile administrative notes aren't typically considered official clinical documentation, they'll appear in the Medical Records folder of a client's \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/207625506\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003edata export\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ea93ab0f81fb6f56d090a533939218ddb\"\u003eClick \u003cstrong\u003eSave\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/25048337118861\" alt=\"Saving an administrative note in SimplePractice\"\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eTip:\u003c/strong\u003e You can save time completing administrative notes with snippets and macros. To learn more, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/23629042253453-Using-snippets\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eUsing snippets\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"editingadm\"\u003e\u003cstrong\u003eEditing, printing, and deleting an Administrative note\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eYou can edit, print, or delete an administrative note in a client's profile.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eImportant:\u003c/strong\u003e If a team member deletes an administrative note, it will be removed from the client's profile entirely and will no longer appear for other team members.\u003c/p\u003e\u003cp\u003eTo update an administrative note:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e9e3c220fb399116963e020ec99961aa2\"\u003eNavigate to the client's \u003cstrong\u003eOverview\u003c/strong\u003e page\u003c/li\u003e\n\u003cli data-list-item-id=\"e40acf36ff3da7804b5ea0449b86fd293\"\u003eClick the arrow next to the administrative note\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/25048361158669\" alt=\"Expanding an administrative note in SimplePractice\"\u003e\u003c/p\u003e\u003col start=\"3\"\u003e\u003cli data-list-item-id=\"e278d318812f9c2f7ed193144e710b4a7\"\u003eSelect one of the following:\u003cul\u003e\n\u003cli data-list-item-id=\"efcec84d001c888364b810e82069f37a3\"\u003e\n\u003cstrong\u003eEdit\u003c/strong\u003e to update the administrative note\u003c/li\u003e\n\u003cli data-list-item-id=\"efdcc1f81ed96a98ec793465121a424df\"\u003eThe \u003cstrong\u003eprint icon\u003c/strong\u003e to print\u003c/li\u003e\n\u003cli data-list-item-id=\"eb82217ad13c32c7ef9599a0fe4bb3bfa\"\u003eThe \u003cstrong\u003etrashcan icon\u003c/strong\u003e to delete\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/25048361165709\" alt=\"Options to edit, print, or delete an administrative note in SimplePractice\"\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"administrative \u003cem\u003enote\u003c/em\u003e Editing, printing, and deleting an administrative \u003cem\u003enote\u003c/em\u003e Administrative \u003cem\u003enotes\u003c/em\u003e function like sticky \u003cem\u003enotes\u003c/em\u003e on a","result_type":"article"},{"id":41955622568205,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/41955622568205.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/41955622568205-Documentation-Note-Taker-Live-Q-A","author_id":375959572091,"comments_disabled":true,"draft":false,"promoted":false,"position":5,"vote_sum":-2,"vote_count":2,"upvote_count":0,"downvote_count":2,"section_id":44118168135949,"created_at":"2025-12-15T20:33:50Z","updated_at":"2026-10-05T22:12:15Z","name":"Documentation \u0026 Note Taker – Live Q\u0026A","title":"Documentation \u0026 Note Taker – Live Q\u0026A","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-05T22:12:15Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KCA48ZSCZ7XQ9SEKKXPY8SA2","01KCHN1WA95Z3DAVG442GK137S","01KCHN286ZTCM1F90KZWNCTG6A","01KCHNZQ7JX31A5XBQQWSRXYCV","01KCHPV4BNC06R7T8XYXFG18Q3","01KCHQ8TE3A6B2B7H7EZXEFC4Y"],"label_names":["gettingstarted","onboarding","Q\u0026A"],"body":"\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/41955607905165\" alt=\"documentationqa.simplepractice.classes.jpg\" width=\"800\" height=\"450\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01HRQF1XYYW4G687K1Z77V9Y4E\"\u003e\u003cstrong\u003eAbout the class\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eThis 30-minute live Q\u0026amp;A provides a walkthrough of documentation features. Attendees have the opportunity to ask questions live after a brief overview of customizing forms, templates, and AI Notetaker.\u003c/span\u003e\u003c/p\u003e\u003cp\u003eTo register:\u003c/p\u003e\u003col\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"ebbd7cfa839878e5d5d948491b976aaa3\"\u003e\n\u003cspan style=\"color: #4a4a4a;\"\u003eSelect one of the days below to view upcoming dates:\u003c/span\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e071637022ccf5e2c16fea98f22534441\"\u003e\u003ca href=\"https://simplepractice.zoom.us/webinar/register/WN_ldG-EsxnQpyg5b7ECFZitw#/registration\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eMondays - 12:00 PM PT / 3:00 PM ET\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e9a0cb210266a8aeb3fd2888f14d69f70\"\u003e\u003ca href=\"https://simplepractice.zoom.us/webinar/register/1717640182022/WN_p6yVE3awSD-ohpv8w3Th5g#/registration\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eWednesdays - 10:00 AM PT / 1:00 PM ET\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ee1482ef01a675f52d3ad602e38569fc6\"\u003eOn the registration page, click the dropdown to choose the \u003cspan style=\"color: #4a4a4a;\"\u003e\u003cstrong style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003eDate \u0026amp; Time \u003c/strong\u003eyou’d like to attend\u003c/span\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 2854/1426; width: 81.7%;\" src=\"https://support.simplepractice.com/hc/article_attachments/41955607905805\" alt=\"Webinar_Registration_-_Zoom.png\" width=\"2854\" height=\"1426\"\u003e\u003c/span\u003e\u003c/p\u003e\u003col start=\"3\"\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"e73a89dc1aafbdc7a1da91d8ae1db9247\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eEnter your details in the \u003cstrong\u003eWebinar Registration \u003c/strong\u003esection\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"e039eedb04bf2f4be3a87acb4c8db167e\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eClick \u003cstrong\u003eRegister\u003c/strong\u003e\u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e\u003cstrong\u003eImportant: \u003c/strong\u003eMake sure to arrive within 10 minutes of the start time on the date you’ve chosen. Live Q\u0026amp;As are subject to cancellation if there are no attendees present.\u003c/span\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"This 30-minute live Q \u0026amp; A provides a walkthrough of \u003cem\u003edocumentation\u003c/em\u003e features. Attendees have the opportunity to ask questions","result_type":"article"},{"id":45986014720909,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/45986014720909.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/45986014720909-Using-Note-Checker","author_id":9050319135501,"comments_disabled":true,"draft":false,"promoted":false,"position":6,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":45003620298253,"created_at":"2026-05-19T19:23:12Z","updated_at":"2026-09-09T00:09:01Z","name":"Using Note Checker","title":"Using Note Checker","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-09-09T00:09:01Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KC7DH94APSKX3TCF7ND3PGA0","01KCACESKSWPCVBZAZT5H4QBWJ","01KPECCZ5JTSTE4S4G7XFSF727","01KPMEAXYYXPPY0E2JW9AWNAST","01KY39682CH6CYE2C83YYW43KT"],"label_names":["supervisee","Progress Notes","documentation","AI"],"body":"\u003cp\u003eIf you’re a pre-licensed clinician (supervisee), you can use our AI-powered \u003cstrong\u003eNote Checker\u003c/strong\u003e feature to strengthen your progress notes before submitting them for supervisor review. It evaluates notes you've written against a rubric of industry standards for clinical documentation and provides structured, actionable feedback to help you build documentation skills over time.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e This feature is included in the Care Aide add-on. Care Aide is available to practices that include supervisees as part of their clinical team. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45206911791501-Introducing-Care-Aide\"\u003e\u003cstrong\u003eIntroducing Care Aide\u003c/strong\u003e\u003c/a\u003e. \u003c/p\u003e\u003cp\u003eIn this guide, we'll cover:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ed0ef553c28e68e8e37b6b77fb9e278b4\"\u003e\u003ca href=\"#getstartnc\"\u003e\u003cstrong\u003eGetting started with Note Checker\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e3ef985865fdcded3d7d1e73fce6c0315\"\u003e\u003ca href=\"#enablenc\"\u003e\u003cstrong\u003eEnabling Note Checker\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"efff466a5329ed5fb974789151a91108d\"\u003e\u003ca href=\"#checkingnc\"\u003e\u003cstrong\u003eChecking your progress note with Note Checker\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ec8ce5da5588c6298f98d58ca7877111a\"\u003e\u003ca href=\"#rerunnc\"\u003e\u003cstrong\u003eRerunning Note Checker\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e09af034bc1c9b3804e3e3a68b8908428\"\u003e\u003ca href=\"#faqs\"\u003e\u003cstrong\u003eFAQs\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eImportant:\u003c/strong\u003e If your state requires specific consent for AI use in client care, you can customize the \u003cstrong\u003eConsent for Use of AI Tools with De-Identified Transcript Retention\u003c/strong\u003e form. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45206911791501-Introducing-Care-Aide#preparing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eGathering consent from your clients\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"getstartnc\"\u003e\u003cstrong\u003eGetting started with Note Checker\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eNote Checker evaluates progress notes you've written against a rubric that covers industry standards for clinical documentation. It provides feedback to surface areas where your note could be strengthened before you submit the note to your supervisor for review. \u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eUnlike Note Taker, Note Checker won’t generate content for a progress note, or edit your progress note draft directly. For more information, see \u003ca href=\"#ntvsnc\"\u003e\u003cstrong\u003eWhat's the difference between Note Taker and Note Checker?\u003c/strong\u003e\u003c/a\u003e\u003cstrong\u003e \u003c/strong\u003e\u003c/p\u003e\u003cp\u003eFeedback is organized into the following areas:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ef53f34a7dc1c7dfa7ad36bc01e7a0c0a\"\u003e\n\u003cstrong\u003eClient's perspective\u003c/strong\u003e: Accurate documentation of client's self-reported symptoms, concerns, mood, and subjective experience using direct quotes when possible\u003c/li\u003e\n\u003cli data-list-item-id=\"e6ffc8a83ebbf30f11a2a93ea5877ce81\"\u003e\n\u003cstrong\u003eObservable information\u003c/strong\u003e: Professional observations of client's appearance, behavior, mood, affect, speech, thought processes, and cognitive functioning\u003c/li\u003e\n\u003cli data-list-item-id=\"e72db8ac4fa28accaea09d2b7c7b701e8\"\u003e\n\u003cstrong\u003eClinical interpretation\u003c/strong\u003e: Professional analysis integrating subjective and objective data, progress toward goals, clinical impressions, and risk assessment\u003c/li\u003e\n\u003cli data-list-item-id=\"ef9418dbd1a2a374d0f566c821c0429c6\"\u003e\n\u003cstrong\u003eTreatment interventions \u0026amp; Next steps\u003c/strong\u003e: Specific interventions provided, homework assignments, medication considerations, next appointment, and modifications to treatment plan\u003c/li\u003e\n\u003cli data-list-item-id=\"ea924b5d950c62fdee187f3498af13a56\"\u003e\n\u003cstrong\u003eMedical necessity and functional impairment\u003c/strong\u003e: Clear documentation of why services are medically necessary and how symptoms impact client's daily functioning, work, relationships, or safety\u003c/li\u003e\n\u003cli data-list-item-id=\"e8a3218dae06dfef1b8da2893bc39a75f\"\u003e\n\u003cstrong\u003eTreatment goal progress\u003c/strong\u003e: Specific documentation of progress toward established treatment goals with measurable indicators and timeframes\u003c/li\u003e\n\u003cli data-list-item-id=\"ea1d1916c1e877900ba4d96d3d81ed844\"\u003e\n\u003cstrong\u003eProfessional standards and compliance\u003c/strong\u003e: Adherence to professional writing standards, confidentiality requirements, timeliness, and regulatory compliance\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eThese categories represent what's generally expected in well-documented clinical notes. Note Checker uses them to identify where your note may benefit from additional detail, clarity, or structure. \u003c/p\u003e\u003chr\u003e\u003ch2 id=\"enablenc\"\u003e\u003cstrong\u003eEnabling Note Checker\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eOnce Care Aide is enabled for a supervisee, the Account Owner can select whether that supervisee uses Note Checker or Note Taker as part of Care Aide.\u003c/p\u003e\u003cp\u003eTo first enable Care Aide, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45206911791501-Introducing-Care-Aide#manageca\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eManaging Care Aide in your account\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eOnce Care Aide is enabled for the supervisee, select \u003cstrong\u003eNote Checker\u003c/strong\u003e under \u003cstrong\u003eSupervisee feature access\u003c/strong\u003e, then click \u003cstrong\u003eSave\u003c/strong\u003e. \u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2940/1596;\" src=\"https://support.simplepractice.com/hc/article_attachments/47548299845005\" alt=\"notecheckertoggle.simplepractice.planinfopage.png\" width=\"2940\" height=\"1596\"\u003e\u003c/figure\u003e\u003cp\u003eSelecting Note Checker means the supervisee won't have access to Note Taker or features that rely on Note Taker within the Care Aide add-on. For more information, see \u003ca href=\"#ncvsca\"\u003e\u003cstrong\u003eWhat other Care Aide features can I use with Note Checker?\u003c/strong\u003e\u003c/a\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"checkingnc\"\u003e\u003cstrong\u003eChecking your progress note with Note Checker\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eAfter you’ve written and saved your progress note, you can click \u003cstrong\u003eNote Checker\u003c/strong\u003e to review your progress note: \u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2940/1596;\" src=\"https://support.simplepractice.com/hc/article_attachments/47548268589453\" alt=\"notecheckerbutton.simplepractice.apptpage.png\" width=\"2940\" height=\"1596\"\u003e\u003c/figure\u003e\u003cp\u003eA right panel will open and begin checking your note. \u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eNote Checker won’t run if a progress note hasn’t been written and saved first.\u003c/p\u003e\u003cp\u003eOnce the review is completed, feedback will appear in the Note Checker panel.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2940/1596;\" src=\"https://support.simplepractice.com/hc/article_attachments/47548299852045\" alt=\"notecheckerpanel.simplepractice.apptpage.png\" width=\"2940\" height=\"1596\"\u003e\u003c/figure\u003e\u003cp\u003eYou can rewrite your progress note based on the feedback provided, and \u003cstrong\u003esave\u003c/strong\u003e it to retain the updates. AI can make mistakes, so always use your own clinical judgment to decide which of Note Checker’s feedback to include. For more information, see \u003ca href=\"#feedback\"\u003e\u003cstrong\u003eWhat if the feedback doesn't seem accurate?\u003c/strong\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e Autosave for progress notes and psychotherapy notes is being released gradually. If this update is enabled for your account, you'll no longer see a manual \u003cstrong\u003eSave\u003c/strong\u003e button because your notes automatically save as you work. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/48548474465421-Autosave-for-progress-notes-and-psychotherapy-notes\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAutosave for progress notes and psychotherapy notes\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"rerunnc\"\u003e\u003cstrong\u003eRerunning Note Checker\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eAfter rewriting or editing your progress note, you can use Note Checker again to access updated feedback. \u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e The rewritten progress note must be saved before rerunning Note Checker. If the note is shared with the supervisor or signed and locked, Note Checker won’t be able to run for the note.\u003c/p\u003e\u003cp\u003eTo do this: \u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e8d873bdcb054b2ae3268e129abf890f6\"\u003eSelect \u003cstrong\u003eNote Checker\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e5176caa0914d173a8d2a1c8218301442\"\u003eClick \u003cstrong\u003eCheck again\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2940/1596;\" src=\"https://support.simplepractice.com/hc/article_attachments/47548299859853\" alt=\"checkagainbutton.simplepractice.notechecker.png\" width=\"2940\" height=\"1596\"\u003e\u003c/figure\u003e\u003cp\u003eYou can use Note Checker up to 5 times on a single progress note. Each time you click \u003cstrong\u003eCheck again\u003c/strong\u003e, the counter decreases by one. Your remaining uses will be displayed within the \u003cstrong\u003eCheck again\u003c/strong\u003e button. \u003c/p\u003e\u003cp\u003eOnce you've used all 5 attempts, you won't be able to recheck the progress note.\u003c/p\u003e\u003cp\u003eIf you make edits without clicking \u003cstrong\u003eCheck again\u003c/strong\u003e, the Note Checker\u003cstrong\u003e \u003c/strong\u003epanel will indicate that the feedback is no longer up to date due to changes in the progress note.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2940/1596;\" src=\"https://support.simplepractice.com/hc/article_attachments/47548268594317\" alt=\"changestonote.simplepractice.notechecker.png\" width=\"2940\" height=\"1596\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e You’ll always receive suggestions from Note Checker, as it’s designed to help you find areas for growth in every note. You can choose to stop rerunning Note Checker at any time when you feel it is ready for your supervisor to review.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"faqs\"\u003e\u003cstrong\u003eFAQs\u003c/strong\u003e\u003c/h2\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ee61f2653f4ddfde62e80d6b49a00386e\"\u003e\u003ca href=\"#ntvsnc\"\u003e\u003cstrong\u003eWhat’s the difference between Note Taker and Note Checker?\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ee6bdcf7a056f3e8417f6d55776618234\"\u003e\u003ca href=\"#bothntnc\"\u003e\u003cstrong\u003eCan I use both Note Taker and Note Checker?\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ebf755adfd7f915e53e266af6ae67ef11\"\u003e\u003ca href=\"#ncvsca\"\u003e\u003cstrong\u003eWhat other Care Aide features can I use with Note Checker?\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ed11eb0ffedd5d22ddefe28b74ed0e6ba\"\u003e\u003ca href=\"#notetypes\"\u003e\u003cstrong\u003eWhat note types for Note Checker work with?\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e44c76c7b1e937ba86e6f18448a18a8c7\"\u003e\u003ca href=\"#feedback\"\u003e\u003cstrong\u003eWhat if the feedback doesn't seem accurate?\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ec432c46a2eb83ea8439d99f600ad4d44\"\u003e\u003ca href=\"#supervisorvis\"\u003e\u003cstrong\u003eCan my supervisor see my Note Checker results?\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003chr\u003e\u003ch2 id=\"ntvsnc\"\u003e\u003cstrong\u003eWhat's the difference between Note Taker and Note Checker?\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eNote Taker generates a full progress note draft based on session content.\u003c/p\u003e\u003cp\u003eNote Checker doesn’t generate a draft or automatically edit anything you’ve written. It reviews your progress notes and provides feedback based on industry standards for clinical documentation. It's designed to help you build documentation and clinical skills by evaluating what you’ve written. \u003c/p\u003e\u003chr\u003e\u003ch2 id=\"bothntnc\"\u003e\u003cstrong\u003eCan I use both Note Taker and Note Checker?\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eNo. Note Checker and Note Taker are mutually exclusive for supervisees. The Account Owner can determine whether Note Taker or Note Checker will be enabled for supervisees. For more information, see \u003ca href=\"#enablenc\"\u003e\u003cstrong\u003eEnabling Note Checker\u003c/strong\u003e\u003c/a\u003e. \u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eIf the Account Owner switches from one tool to another, the update will apply to new notes you start. \u003c/p\u003e\u003chr\u003e\u003ch2 id=\"ncvsca\"\u003e\u003cstrong\u003eWhat other Care Aide features can I use with Note Checker?\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eNote Checker is designed to help you develop strong documentation habits by evaluating notes that you’ve written yourself. Because of this focus on building your skills, the features available alongside Note Checker are limited to tools that support preparation and skill development rather than full content generation.\u003c/p\u003e\u003cp\u003eWith Note Checker enabled, you can access \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/42063359457805-Generating-pre-session-summaries-with-Note-Taker\"\u003e\u003cstrong\u003epre-session summaries\u003c/strong\u003e\u003c/a\u003e to help prepare for your upcoming session.\u003c/p\u003e\u003cp\u003eOther Care Aide features won't be available, such as \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45183248047373-Using-Intake-Summaries\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntake Summaries\u003c/strong\u003e\u003c/a\u003e, \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45206963207053-Using-Session-Sidekick\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSession Sidekick\u003c/strong\u003e\u003c/a\u003e, \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45207035372045-Using-Client-Summaries\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eClient Summaries\u003c/strong\u003e\u003c/a\u003e, and \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45207099250573-Using-Treatment-Planner\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eTreatment Planner\u003c/strong\u003e\u003c/a\u003e. These tools rely on Note Taker being enabled to generate content. Because Note Checker and Note Taker are mutually exclusive, these tools aren't available while Note Checker is enabled.\u003c/p\u003e\u003cp\u003eThe Account Owner can switch a supervisee’s access to Note Taker in their practice settings at any point. Once Note Taker is enabled within Care Aide, the full set of Care Aide features becomes available.\u003c/p\u003e\u003cp\u003eFor more information about Care Aide features, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45206911791501-Introducing-Care-Aide\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntroducing Care Aide\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"notetypes\"\u003e\u003cstrong\u003eWhat note types does Note Checker work with?\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eNote Checker works with all progress note templates across specialties. It also works with progress note templates that were created from scratch, or customized from a pre-built template.\u003c/p\u003e\u003cp\u003eNote Checker doesn't work for other documentation types, such as diagnosis and treatment plans or intake forms.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"feedback\"\u003e\u003cstrong\u003eWhat if the feedback doesn't seem accurate?\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eNote Checker is assistive and may produce feedback that's incomplete or missing context. It evaluates your note against a general rubric, which means some suggestions may not apply to your specific session or client. Use your clinical judgment when deciding which suggestions to incorporate. If you'd like to share feedback with our team about the feature, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45206911791501-Introducing-Care-Aide#feedback\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eLeaving feedback on features\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"supervisorvis\"\u003e\u003cstrong\u003eCan my supervisor see my Note Checker results?\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eNo. Supervisors can't see whether Note Checker was used on a specific note or what suggestions were provided. Note Checker only provides feedback, and won’t directly alter any of your written content.\u003c/p\u003e","user_segment_ids":[],"snippet":"started with \u003cem\u003eNote\u003c/em\u003e Checker Enabling \u003cem\u003eNote\u003c/em\u003e Checker Checking your progress \u003cem\u003enote\u003c/em\u003e with \u003cem\u003eNote\u003c/em\u003e Checker Rerunning \u003cem\u003eNote\u003c/em\u003e Checker","result_type":"article"},{"id":45326439741325,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/45326439741325.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/45326439741325-Managing-documentation-on-Android","author_id":1900071729767,"comments_disabled":true,"draft":false,"promoted":false,"position":5,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":42152213638285,"created_at":"2026-04-23T18:50:01Z","updated_at":"2026-06-17T18:41:42Z","name":"Managing documentation on Android","title":"Managing documentation on Android","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-17T18:41:41Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KC5J9S70G6Z002B89KY8ZSHG","01KC61Z1FS3TQRRXK6VQTDTDY6","01KC7DH94APSKX3TCF7ND3PGA0","01KC7DHDW3XX9NYN7V9WZ6T727","01KCMR99DK2KNSPXMVANFH5FP1"],"label_names":["diagnosis","Android","notes","treatment","documentation"],"body":"\u003cp\u003e\u003cspan style=\"color: #123333;\"\u003eYou can add and keep track of progress notes, psychotherapy notes, and diagnosis and treatment plans in the SimplePractice for Clinicians mobile app. Below, we'll cover:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ee10a81f4bf9661ad9d932191cb695ea5\"\u003e\u003ca href=\"#addingappo\"\u003e\u003cstrong\u003eAdding progress notes and psychotherapy notes on Android\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ed6c43f97560d5e65b818882c8bb75f5d\"\u003e\u003ca href=\"#viewing\"\u003e\u003cstrong\u003eViewing diagnosis and treatment plans on Android\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ebbdd225e92f116557a7f1f6e1a9438d1\"\u003e\u003ca href=\"#managing\"\u003e\u003cstrong\u003eManaging chart notes on iPhone/iPad\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"eebccaa5726109b2d8912476bf81acc67\"\u003e\u003ca href=\"#filtering\"\u003e\u003cstrong\u003eFiltering for documentation on Android\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e To view our main guide on the mobile app for Android, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/37999391600653\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eGetting started with the mobile app for Android\u003c/strong\u003e\u003c/a\u003e. To use \u003cstrong\u003eNote Taker\u003c/strong\u003e with the mobile app, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/34118738412685-Understanding-Note-Taker#in-personn\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eOverview of Note Taker\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"addingappo\"\u003e\u003cstrong\u003eAdding progress notes and psychotherapy notes on Android\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eAfter adding an appointment, you’ll have the option to add a progress note, a psychotherapy note, and/or upload appointment files.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e You can also view progress notes, psychotherapy notes, and appointment files for prior appointments by viewing the appointments from the calendar.\u003c/p\u003e\u003cp\u003eTo add appointments and view them from the calendar, see \u003ca href=\"https://simplepractice.zendesk.com/hc/en-us/articles/42086207726861\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eManaging appointments on Android\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eTo add a progress note or psychotherapy note to an appointment on the app:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"eb932aa755b3b7daae9e71793228f58c9\"\u003eTap the appointment in the \u003cstrong\u003eCalendar\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eac3db79a5edf1afbb04a310a063b8501\"\u003eUnder \u003cstrong\u003eNotes\u003c/strong\u003e, select \u003cstrong\u003eAdd Progress Note\u003c/strong\u003e or \u003cstrong\u003eAdd Psychotherapy Note\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 766/1738; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/45326958171149\" alt=\"Appointment details screen showing Notes with Add Progress Note and Add Psychotherapy Note options\" width=\"766\" height=\"1738\"\u003e\u003c/p\u003e\u003col start=\"3\"\u003e\u003cli data-list-item-id=\"ef5dcc9dc96ae3b63d2eaf17258801e56\"\u003eIf you’re adding a progress note, tap the arrow next to \u003cstrong\u003eTemplate\u003c/strong\u003e to view your template options\u003cul\u003e\u003cli data-list-item-id=\"ef7b1fabbd28dd974a466ff34a1ca8053\"\u003eYou can choose from all of the active progress note templates in your SimplePractice account\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 774/1740; height: auto; width: 349.992px;\" src=\"https://support.simplepractice.com/hc/article_attachments/45326958172173\" alt=\"Add Progress Note screen showing the Template dropdown and template options\" width=\"774\" height=\"1740\"\u003e\u003c/p\u003e\u003col start=\"4\"\u003e\n\u003cli data-list-item-id=\"e054d3c1e6d4350f36c6a425733e0d6bf\"\u003eFill out your progress note or psychotherapy note, as needed\u003cul\u003e\u003cli data-list-item-id=\"e0b48426280b58f0fa98da8db461948a8\"\u003eYou can tap \u003cstrong\u003eLoad Previous Note\u003c/strong\u003e to pull in the note from their previous appointment\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e4e36e4cfd8e154fa694046912b83c779\"\u003eTap the checkmark to save the note\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 774/1736; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/45326942135565\" alt=\"Add Progress Note screen showing the checkmark button used to save the note\" width=\"774\" height=\"1736\"\u003e\u003c/p\u003e\u003cp\u003eAfter saving a progress note, tap on the progress note again to view it. You'll have the following options:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e8207be8efec7fd057697d88db30bad7b\"\u003eChoose the pencil icon to edit the note\u003c/li\u003e\n\u003cli data-list-item-id=\"e0ca4b3632e444550c12d195e7bf0be0f\"\u003eChoose the three dot icon to print the note\u003c/li\u003e\n\u003cli data-list-item-id=\"e7426196339b598f72960f58062c77960\"\u003eSelect \u003cstrong\u003eSign\u003c/strong\u003e to sign and lock the note\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e To use \u003cstrong\u003eNote Taker\u003c/strong\u003e to automatically create progress notes within the mobile app, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/42030854535821-Using-Note-Taker-during-in-person-sessions#in-personn1\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIn-person Note Taker on Android\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eYou can also add and view progress notes through the \u003cstrong\u003eDocumentation \u003c/strong\u003eoption in the client’s Overview page. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1080/2400; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/45326942136077\" alt=\"Overview screen on mobile with blue arrow pointing to Documentation option\" width=\"1080\" height=\"2400\"\u003e\u003c/p\u003e\u003cp\u003eAfter tapping \u003cstrong\u003eDocumentation\u003c/strong\u003e, you’ll be able to view the progress note and psychotherapy note status for all of the client’s individual appointments. If a note has been created, you’ll be able to tap \u003cstrong\u003eView \u003c/strong\u003efor that note.\u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1080/2400; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/45326958173453\" alt=\"Documentation screen showing appointments with notes. Arrow points to a unlocked progress note.\" width=\"1080\" height=\"2400\"\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eA padlock symbol next to \u003cstrong\u003eView \u003c/strong\u003eindicates whether a note has been signed and locked. \u003c/p\u003e\u003cp\u003eIf a note hasn’t been added to an appointment, tap \u003cstrong\u003eAdd \u003c/strong\u003enext to the note you’d like to create. \u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eYou won’t be able to add notes for group appointments through the mobile app. You can use the browser version of SimplePractice to add these. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/28055144975245\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAdding progress notes for group appointments\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"viewing\"\u003e\u003cstrong\u003eViewing diagnosis and treatment plans on Android\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #123333;\"\u003eYou can view a client’s latest diagnosis and treatment plan by navigating to the client’s Overview page, and tapping \u003cstrong\u003eDiagnosis and treatment plan\u003c/strong\u003e.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1080/2400; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/45327276401165\" alt=\"Overview screen on mobile with blue arrow pointing to Diagnosis and treatment plan option\" width=\"1080\" height=\"2400\"\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #123333;\"\u003eYou can also view the client’s other other diagnosis and treatment plans:\u003c/span\u003e\u003c/p\u003e\u003col\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"e1380b4bd2c9f93a6051bd18dc31ced80\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eTap \u003cstrong\u003eDocumentation \u003c/strong\u003eon the client’s Overview page\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"e7b2f10df24be245d9347d3eadbb652ca\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eSelect \u003cstrong\u003eDiagnosis and treatment plan \u003c/strong\u003eto view the plan \u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1080/2400; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/45327259876365\" alt=\"Documentation screen showing appointments with notes. Arrow points to a diagnosis and treatment plan.\" width=\"1080\" height=\"2400\"\u003e\u003c/p\u003e\u003cp\u003eA padlock symbol next to the plan will\u003cstrong\u003e \u003c/strong\u003eindicate whether a note has been signed and locked. \u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eThere is no way to add or edit a diagnosis and treatment plan on the mobile app. To do this, use the browser version of SimplePractice.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"managing\"\u003e\u003cstrong\u003eManaging chart notes on Android\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #123333;\"\u003eYou can add a chart note for a client. To do this:\u003c/span\u003e\u003c/p\u003e\u003col\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #123333;\" data-list-item-id=\"eb0e7d72487d7c05ee61be4b27fe161cc\"\u003e\u003cspan style=\"color: #123333;\"\u003eNavigate to the client’s Overview page\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #123333;\" data-list-item-id=\"e6a7b9c560e024ee552527a8600fa8c7a\"\u003e\u003cspan style=\"color: #123333;\"\u003eTap \u003cstrong\u003e+\u003c/strong\u003e \u003cstrong\u003e\u0026gt; Create Chart Note\u003c/strong\u003e\u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1080/2400; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/46727640266765\" alt=\"Blue arrow points to the Create Chart Note option from the Client Overview\" width=\"1080\" height=\"2400\"\u003e\u003c/p\u003e\u003col start=\"3\"\u003e\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #123333;\" data-list-item-id=\"e4f787cbe083b99c5268b17802c026fed\"\u003e\u003cspan style=\"color: #123333;\"\u003eTap \u003cstrong\u003eNote for [CLIENT] \u003c/strong\u003eand add the contents of the note\u003c/span\u003e\u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1080/2400; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/46727667374989\" alt=\"Blue arrow points to the field to enter note content from the Client Overview.\" width=\"1080\" height=\"2400\"\u003e\u003c/p\u003e\u003col start=\"4\"\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #123333;\" data-list-item-id=\"eaae387ecb62b5f9f7787ee5ae1ff7c48\"\u003e\u003cspan style=\"color: #123333;\"\u003eIf you’d like to adjust the date and time of the chart note, you can tap the \u003cstrong\u003eDate\u003c/strong\u003e and/or \u003cstrong\u003eTime\u003c/strong\u003e fields\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #123333;\" data-list-item-id=\"ef32d2ff70ba4055d92897b5df79028f1\"\u003e\u003cspan style=\"color: #123333;\"\u003eTap the check mark\u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cspan style=\"color: #123333;\"\u003eTo view, edit, or delete an existing chart note: \u003c/span\u003e\u003c/p\u003e\u003col\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"ee54c657019d09855460fe0d34dff660a\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eTap \u003cstrong\u003eDocumentation \u003c/strong\u003eon the client’s Overview page\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"edcb99b9a810640e89c27cb0e20bd322f\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eSelect \u003cstrong\u003eChart note \u003c/strong\u003eto view the chart note for a certain date\u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1080/2400; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/46727667375373\" alt=\"Blue arrow points to a created chart note in the client's Documentation page.\" width=\"1080\" height=\"2400\"\u003e\u003c/p\u003e\u003col start=\"3\"\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"e3e8150c4a7000b88553bbd85b3a8b68e\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eTap \u003cstrong\u003eDelete note \u003c/strong\u003eto delete the note\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"ea336ac0cf98360eb16208332de226d72\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eSelect \u003cstrong\u003eEdit \u003c/strong\u003eto edit the note\u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1080/2400; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/46727640270989\" alt=\"Blue arrow points to the Edit button for an existing chart note.\" width=\"1080\" height=\"2400\"\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"h_01KVBCQA99X565476RNNS09K35\"\u003e\u003cstrong\u003eFiltering for documentation on Android\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eIf you'd like to view certain documentation on the mobile app for a client, you can tap the filter icon at the top right of the \u003cstrong\u003eDocumentation \u003c/strong\u003epage.\u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1080/2400; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/45351811655949\" alt=\"Documentation screen with a blue arrow pointing to the filter icon in the top right corner.\" width=\"1080\" height=\"2400\"\u003e\u003c/p\u003e\u003cp\u003eYou can select the following types of documentation to filter:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e89484eea8baf41c78ef076f23e0d3e7e\"\u003eAll items\u003cul\u003e\u003cli data-list-item-id=\"ef732887ded1b2b029f3448bea39a7a16\"\u003eThis is selected by default\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e3c0ba6e8cfac91cfc1d56c09a82d4f76\"\u003eAppointments\u003cul\u003e\u003cli data-list-item-id=\"eedc1863144dfa4fe07f7015b3ca573da\"\u003eThis will filter the \u003cstrong\u003eDocumentation \u003c/strong\u003epage for available progress notes and psychotherapy notes for each appointment\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ef8eb324762b83c86a93d4200c657bed8\"\u003eDiagnosis and treatment plans\u003c/li\u003e\n\u003cli data-list-item-id=\"eff03ed8cf3fc49ba5ee231f36c330158\"\u003eChart notes\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eYou can also select \u003cstrong\u003eSort \u003c/strong\u003eto filter for documentation based on a certain timeframe. \u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1080/2400; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/45351811657613\" alt=\"Filter screen with a blue arrow pointing to the Sort tab.\" width=\"1080\" height=\"2400\"\u003e\u003c/p\u003e\u003cp\u003eThe default timeframe is \u003cstrong\u003eAll time\u003c/strong\u003e. \u003c/p\u003e\u003cp\u003eOnce you've selected your preferred filters, tap \u003cstrong\u003eApply filters\u003c/strong\u003e.  If you'd like to reset to the default filters, tap \u003cstrong\u003eReset filters\u003c/strong\u003e. \u003c/p\u003e","user_segment_ids":[],"snippet":"the \u003cem\u003enote\u003c/em\u003e Choose the three dot icon to print the \u003cem\u003enote\u003c/em\u003e Select Sign to sign and lock the \u003cem\u003enote\u003c/em\u003e \u003cem\u003eNote\u003c/em\u003e: To use \u003cem\u003eNote\u003c/em\u003e Taker","result_type":"article"},{"id":41995508032269,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/41995508032269.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/41995508032269-Navigating-the-appointment-page","author_id":1900071729767,"comments_disabled":true,"draft":false,"promoted":false,"position":7,"vote_sum":4,"vote_count":4,"upvote_count":4,"downvote_count":0,"section_id":44118133018893,"created_at":"2025-12-16T23:05:38Z","updated_at":"2026-08-19T16:03:54Z","name":"Navigating the appointment page","title":"Navigating the appointment page","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-08-19T16:03:53Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KC5J9S70G6Z002B89KY8ZSHG","01KC7DH94APSKX3TCF7ND3PGA0","01KC9TH09HEWQNADZH55B6BA4E","01KCMPPP4MD8JSN9ZCMYRHV58P","01KCMPQ6G33VCRPME1A3D2TH5W"],"label_names":["calendar","appointment","progress note","documentation","attachment"],"body":"\u003cp\u003eAfter an appointment is scheduled in SimplePractice, it’ll have its own \u003cstrong\u003eappointment page\u003c/strong\u003e. From the appointment page, you can view appointment details, access related tools, and attach files to the appointment.\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"eb78161d8548511afdd42fe93bd77a3a3\"\u003e\u003ca href=\"#addinganot\"\u003e\u003cstrong\u003eAccessing the appointment page for a date of service\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e175a42a3af17ca7fc5976f8c29930d27\"\u003e\u003ca href=\"#navigating\"\u003e\u003cstrong\u003eViewing information in the appointment page\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ed75ee64031828601fae3d8cd81bb39ec\"\u003e\u003ca href=\"#attaching\"\u003e\u003cstrong\u003eAttaching a file to an appointment\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e0419b3825a2706afed30998bc9dffae2\"\u003e\u003ca href=\"#viewing\"\u003e\u003cstrong\u003eViewing documentation history\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eThrough the appointment page, you can also manage progress notes and psychotherapy notes for the appointment, and track treatment progress for diagnosis and treatment plans created with a Wiley Treatment Planner. For more information, see:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e6e42f107c5a8796ae08cd0b203af9808\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/28743754453773-Using-progress-and-psychotherapy-notes-for-individual-appointments\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAdding progress notes for individual appointments\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e2b3e9b023a967ad20afd6e6acc534845\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/41995733904397-Adding-psychotherapy-notes\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAdding psychotherapy notes\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e32719bd63747030223026a76ba78f6fb\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360022332851-Using-Wiley-Treatment-Planners#trackingtr\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eTracking treatment progress\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003chr\u003e\u003ch2 id=\"addinganot\"\u003e\u003cstrong\u003eAccessing the appointment page for a date of service\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eTo access an appointment page for a date of service, click the \u003cstrong\u003eAppointment\u003c/strong\u003e associated with the date of service from the client’s \u003cstrong\u003eOverview\u003c/strong\u003e page.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1349;\" src=\"https://support.simplepractice.com/hc/article_attachments/41995508018061\" alt=\"Client Overview page showing an Appointment item selected for a date of service\" width=\"2560\" height=\"1349\"\u003e\u003c/figure\u003e\u003cp\u003eYou can filter the client’s \u003cstrong\u003eOverview\u003c/strong\u003e page for a certain appointment by:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e21b814ded3fb23b4b91f337a38c44d9b\"\u003eSelecting \u003cstrong\u003eAll Time\u003c/strong\u003e and adjusting the date range\u003c/li\u003e\n\u003cli data-list-item-id=\"e184df12315d3a850d2eaa4dc24b3a646\"\u003eSelecting \u003cstrong\u003eAll Items \u0026gt; Appointments\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2940/1596;\" src=\"https://support.simplepractice.com/hc/article_attachments/44398366249229\" alt=\"apptfiler.simplepractice.clientoverview.png\" width=\"2940\" height=\"1596\"\u003e\u003c/figure\u003e\u003cp\u003eIf a note hasn’t been added or signed for an appointment, you can also access an appointment page from the calendar by clicking the progress note icon for an appointment in the \u003cstrong\u003eDay\u003c/strong\u003e or \u003cstrong\u003eWeek\u003c/strong\u003e view.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2940/1596;\" src=\"https://support.simplepractice.com/hc/article_attachments/44398366251789\" alt=\"addnoteicon.simplepractice.cal.png\" width=\"2940\" height=\"1596\"\u003e\u003c/figure\u003e\u003cp\u003eYou can also click on the appointment itself on the calendar, then select \u003cstrong\u003eAdd note\u003c/strong\u003e or \u003cstrong\u003eView note\u003c/strong\u003e.\u003c/p\u003e\u003ch4 id=\"01H7TECB6848P77340X57789RV\"\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/44398366254733\" alt=\"addnote.simplepractice.cal.png\" width=\"2940\" height=\"1596\"\u003e\u003c/h4\u003e\u003chr\u003e\u003ch2 id=\"navigating\"\u003e\u003cstrong\u003eViewing information in the appointment page\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eThe appointment page provides relevant information for a client and their appointment. Your clients’ contact information and date of birth are located at the top of the page.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1354;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784295131277\" alt=\"Client profile note page with a blue arrow pointing to the date of birth and age information displayed under the client name.\" width=\"2560\" height=\"1354\"\u003e\u003c/figure\u003e\u003cp\u003eOn the top right of the page, you'll have several options.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1354;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784295134093\" alt=\"Client profile note page with a blue arrow pointing to the action icons (attachments, history, and comments) in the top right.\" width=\"2560\" height=\"1354\"\u003e\u003c/figure\u003e\u003cp\u003eFrom left to right, the options are:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e0bfbfe83606bc96dbe3a1cde472e2915\"\u003e\n\u003cstrong\u003ePaper clip icon\u003c/strong\u003e: Upload or view a file associated with an appointment\u003cul\u003e\u003cli data-list-item-id=\"efa2b1fd757b8314edbb0e2b46dc7093e\"\u003eFor more information, see \u003cstrong\u003eAttaching a file to an appointment\u003c/strong\u003e\n\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e2b356d8c2bb47f580c2f9bf9d08d0658\"\u003e\n\u003cstrong\u003eClock icon\u003c/strong\u003e: View a client's documentation history\u003cul\u003e\u003cli data-list-item-id=\"ebd1ea7d486d05b4d19a2743c8bd6d307\"\u003eFor more information, see \u003cstrong\u003eViewing documentation history\u003c/strong\u003e\n\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e45dae9a3ace7a7b62205043beaf4927a\"\u003e\n\u003cstrong\u003eSpeech bubble icon\u003c/strong\u003e: View \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/115003629583-Using-Secure-Messaging-with-clients\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSecure Messaging\u003c/strong\u003e\u003c/a\u003e conversations with the client\u003c/li\u003e\n\u003cli data-list-item-id=\"eeb6cff07cbb1a58b3f7d03cdcda96ca4\"\u003e\n\u003cstrong\u003eNote Taker\u003c/strong\u003e: Start using \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/34118738412685\"\u003e\u003cstrong\u003eNote Taker\u003c/strong\u003e\u003c/a\u003e for an appointment\u003c/li\u003e\n\u003cli data-list-item-id=\"e15aaed84cb8a09e007912167b36695be\"\u003e\n\u003cstrong\u003e+ Diagnosis\u003c/strong\u003e: Add a new \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/26718620392845\"\u003e\u003cstrong\u003ediagnosis and treatment plan\u003c/strong\u003e\u003c/a\u003e for a client\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eOnly some options may appear, depending on the status of the progress note, diagnosis and treatment plan, and other documentation for the client.\u003c/p\u003e\u003cp\u003eUnder \u003cstrong\u003eAppointment Details\u003c/strong\u003e, you can view the appointment’s date, time, status, duration, service location, and client location (optional). If you need to correct the date, start time, or duration for a date of service, click \u003cstrong\u003eEdit\u003c/strong\u003e.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1354;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784254810253\" alt=\"Client profile note page with a blue arrow pointing to the Edit link in the Appointment Details panel.\" width=\"2560\" height=\"1354\"\u003e\u003c/figure\u003e\u003cp\u003eFor telehealth appointments, you can request that clients share their current location for insurance or licensing purposes, or in case of an emergency. If this is enabled and clients enter their location for a session, you'll see their self-reported address beneath the appointment's service location. For more information on client locations, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/7787591542797-Managing-telehealth-settings-for-features#emergency\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eClient location settings\u003c/strong\u003e\u003c/a\u003e. \u003c/p\u003e\u003cp\u003eThis is the address the client provided when joining the session, and includes their street, city, state, and ZIP code. To edit the shared location:\u003c/p\u003e\u003col\u003e\u003cli data-list-item-id=\"e0a4227480f1334719f212206d674f7bc\"\u003eClick \u003cstrong\u003eEdit\u003c/strong\u003e next to the location you're updating\u003c/li\u003e\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2940/1594;\" src=\"https://support.simplepractice.com/hc/article_attachments/48260171144333\" alt=\"editingapptlocation.simplepractice.clientlocation2.png\" width=\"2940\" height=\"1594\"\u003e\u003c/figure\u003e\u003col start=\"2\"\u003e\n\u003cli data-list-item-id=\"ec96442b4ee143475d888b7892a50a01c\"\u003eUpdate the address\u003c/li\u003e\n\u003cli data-list-item-id=\"e1a416382417b14691a739cc4af9a490f\"\u003eClick \u003cstrong\u003eSave\u003c/strong\u003e\u003cul\u003e\u003cli data-list-item-id=\"e894654d064a15a93b8d4ff4646547624\"\u003eClick \u003cstrong\u003eCancel\u003c/strong\u003e to undo any changes\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2940/1594;\" src=\"https://support.simplepractice.com/hc/article_attachments/48260138787085\" alt=\"updatedlocation.simplepractice.clientlocation2.png\" width=\"2940\" height=\"1594\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e If your session included more than one client, you can only edit one location at a time. \u003c/p\u003e\u003cp\u003eFor appointments with three or more clients, a \u003cstrong\u003eParticipants\u003c/strong\u003e tab will list all invited clients and display their self-reported addresses under the \u003cstrong\u003eParticipant locations\u003c/strong\u003e section, each with its own \u003cstrong\u003eEdit\u003c/strong\u003e option.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2940/1594;\" src=\"https://support.simplepractice.com/hc/article_attachments/48260171147277\" alt=\"groupparticipantstab.simplepractice.clientlocation2.png\" width=\"2940\" height=\"1594\"\u003e\u003c/figure\u003e\u003cp\u003eYou can also click \u003cstrong\u003eOpen in calendar\u003c/strong\u003e to jump to the \u003ca href=\"https://secure.simplepractice.com/calendar/appointments\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ecalendar\u003c/strong\u003e\u003c/a\u003e in another tab, where you can update other details, such as the clinician or location assigned to the appointment.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1354;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784295134605\" alt=\"Client profile note page with a blue arrow pointing to the Open in calendar link in the Appointment Details panel.\" width=\"2560\" height=\"1354\"\u003e\u003c/figure\u003e\u003cp\u003eUnder \u003cstrong\u003eServices\u003c/strong\u003e, you can view the appointment’s billing code(s) and their respective fees. In the \u003cstrong\u003eBilling\u003c/strong\u003e section, you’ll find the billing type, appointment total, and payment status. Selecting \u003cstrong\u003eOpen billing\u003c/strong\u003e will take you to your client’s Billing tab, where you can view or edit the appointment’s billing details.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e The billing details for an appointment will only appear if they have the appropriate access level. To learn more, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360052700171-Team-member-roles-and-access-levels\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eClinician roles available for team members\u003c/strong\u003e\u003c/a\u003e and \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/41959530341133\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAdministrative roles available for team members\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eIn the \u003cstrong\u003eAppointments\u003c/strong\u003e section, you’ll also see the client’s previous and next appointments, if applicable. If needed, you can select either appointment to view its respective appointment page.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1354;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784295136653\" alt=\"Client profile note page with a blue arrow pointing to the previous appointment card with date and time in the Appointments section.\" width=\"2560\" height=\"1354\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e You can select the \u003cstrong\u003eTreatment progress\u003c/strong\u003e tab next to the \u003cstrong\u003eNote\u003c/strong\u003e tab to track treatment progress for a client that has a Wiley treatment plan. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360022332851-Using-Wiley-Treatment-Planners#trackingtr\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eTracking treatment progress\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"attaching\"\u003e\u003cstrong\u003eAttaching a file to an appointment\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eTo add an attachment to a progress note, click the paper clip icon.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1354;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784295134093\" alt=\"Client profile note page with a blue arrow pointing to the paper clip icon in the top right.\" width=\"2560\" height=\"1354\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eClicking this icon will open the \u003cstrong\u003eAttachments \u003c/strong\u003ecolumn. To upload a file, select the file you'd like to attach, and click \u003cstrong\u003eUpload\u003c/strong\u003e. Uploaded files for an appointment will appear in the column.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1349;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784295137677\" alt=\"Client profile note page with the Attachments panel open and a blue arrow pointing to an uploaded file link in the attachments list.\" width=\"2560\" height=\"1349\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eUploaded files will also appear under the \u003cstrong\u003eAppointment \u003c/strong\u003ein the client's Overview page.\u003c/p\u003e\u003cp\u003eIf a file is associated with an appointment, the paper clip icon will appear with a blue circle.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1344;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784254811789\" alt=\"Client profile note page with a blue arrow pointing to the attachments (paperclip) icon in the top right.\" width=\"2560\" height=\"1344\"\u003e\u003c/figure\u003e\u003chr\u003e\u003ch2 id=\"viewing\"\u003e\u003cstrong\u003eViewing documentation history\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eIn the appointment page, click the clock icon to view the client's documentation history.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1351;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784254812173\" alt=\"Client profile note page with a blue arrow pointing to the history (clock) icon in the top right.\" width=\"2560\" height=\"1351\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eAfter clicking the clock icon, you'll be able to view the client's past:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"e4d65f0ed634f9989e00a391b52e93506\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eChart notes\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"e6e5030ab154af7b6b7c2d2a265dcdccb\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eDiagnosis and treatment plans\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"eab9ee25cca19989d1ce92e4b48611c17\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eMental status exams\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"e79dfcd38379ade2cb573ecfcebec16b7\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eOther documents\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"e7f298b2215b8515162b2ebdad89e5877\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eProgress notes\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"e3b2dfe8dccfdde369ca2047afc1edeb3\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003ePsychotherapy notes\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"ed3705777b361d7e4d0523e7a8c66b4bb\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eQuestionnaires\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eYou can also:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"ecf9ba5dfa9a4bffe6eb532889a6fd47e\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eAdjust the date range by clicking \u003cstrong\u003eAll Time\u003c/strong\u003e\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"e5e31d555158eeb1eca1034c18056608a\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eFilter for document type by clicking \u003cstrong\u003eAll Items\u003c/strong\u003e\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e55ebe71563e881adf0724db41e3cde7c\"\u003e\n\u003cstrong\u003eView current treatment plan \u003c/strong\u003eor \u003cstrong\u003eAdd diagnosis\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1347;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784295138573\" alt=\"Client profile note page with the Documentation history panel open and a blue arrow pointing to the View current treatment plan button.\" width=\"2560\" height=\"1347\"\u003e\u003c/figure\u003e\u003chr\u003e","user_segment_ids":[],"snippet":"Viewing \u003cem\u003edocumentation\u003c/em\u003e history Through the appointment page, you can also manage progress \u003cem\u003enotes\u003c/em\u003e and psychotherapy \u003cem\u003enotes\u003c/em\u003e for","result_type":"article"},{"id":41859296946573,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/41859296946573.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/41859296946573-Adding-mental-status-exams","author_id":1900071729767,"comments_disabled":true,"draft":false,"promoted":false,"position":6,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":44118102467853,"created_at":"2025-12-11T18:52:58Z","updated_at":"2026-03-17T22:43:44Z","name":"Adding mental status exams","title":"Adding mental status exams","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-03-17T22:43:44Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KC5J9S70G6Z002B89KY8ZSHG","01KC5JAA8KBW9RTYJ1AMG75QD9","01KC7B56F25FZ1MM14HK4Y81JV","01KC7EB6C9VPMXBSXD9KN34BVM"],"label_names":["client","notes","mse","documentation","exam"],"body":"\u003cp\u003eThis guide explains how to create, edit, print, and delete mental status exams in a client's profile. We'll cover:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ec0ace3f187d3249ca7e4984e7a7556f6\"\u003e\u003ca href=\"#creatingan\"\u003e\u003cstrong\u003eCreating a new mental status exam\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ed23fa7996960ff905955ecb6f9dac977\"\u003e\u003ca href=\"#MSediting\"\u003e\u003cstrong\u003eEditing, printing, or deleting a mental status exam\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp class=\"cn-fyi\"\u003e\u003cstrong\u003eNote:\u003c/strong\u003e Unlike other document types, mental status exams can’t be signed, locked or unlocked, or shared with clients for an e-signature.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"creatingan\"\u003e\u003cstrong\u003eCreating a new mental status exam\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/8twg2rs8lq\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003cp\u003eTo create a new mental status exam:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e5767b35ee323448d198efe4c6ea7417e\"\u003eNavigate to the client's \u003cstrong\u003eOverview\u003c/strong\u003e page\u003c/li\u003e\n\u003cli data-list-item-id=\"e0cf6da63adae323135f632b6c62302b8\"\u003eClick \u003cstrong\u003eNew \u0026gt; Mental status exam\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/41860593330061\" alt=\" Mental status exam in the client Overview page\"\u003e\u003c/p\u003e\u003col start=\"3\"\u003e\u003cli data-list-item-id=\"ebe191c23321d0aea82214318c497c01f\"\u003eSelect your responses for each field\u003c/li\u003e\u003c/ol\u003e\u003cp class=\"cn-tip\"\u003e\u003cstrong\u003eTip:\u003c/strong\u003e When adding a mental status exam, you can save time with snippets and macros. To learn more, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/23629042253453-Using-snippets\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eUsing snippets\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003col start=\"4\"\u003e\u003cli data-list-item-id=\"ee6f0aa1cf01a649f54238a050962f46c\"\u003eAdjust the \u003cstrong\u003eDate and time\u003c/strong\u003e, if needed\u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/41860593335309\" alt=\"Adjusting date and time on a mental status exam\"\u003e\u003c/p\u003e\u003col start=\"5\"\u003e\u003cli data-list-item-id=\"e496efbcc8c80cdd0d8648970ccd5f07b\"\u003eClick \u003cstrong\u003eSave Mental Status Exam\u003c/strong\u003e\n\u003c/li\u003e\u003c/ol\u003e\u003cp class=\"cn-fyi\"\u003e\u003cstrong\u003eNote:\u003c/strong\u003e If you’re on the \u003ca href=\"https://www.simplepractice.com/pricing/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eEssential or Plus plan\u003c/strong\u003e\u003c/a\u003e, you can create a custom progress note or other document that includes mental status exam fields using the \u003ca href=\"https://secure.simplepractice.com/practice_settings/note_templates\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003etemplate library\u003c/strong\u003e\u003c/a\u003e. To learn more, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/23954192990477-Creating-customized-templates\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eCreating customized templates\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"MSediting\"\u003e\u003cstrong\u003eEditing, printing, or deleting a mental status exam\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eTo edit or print a mental status exam:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ebf816af94d7e17b2649d63e57742f7ce\"\u003eNavigate to the client's \u003cstrong\u003eOverview\u003c/strong\u003e page\u003c/li\u003e\n\u003cli data-list-item-id=\"e7f5f61774f382cc38b17f676f91d85bc\"\u003eHover over the mental status exam and click \u003cstrong\u003eEdit\u003c/strong\u003e or the printer icon\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/41860587128845\" alt=\"Editing or printing a mental status exam from the client Overview page\"\u003e\u003c/p\u003e\u003cp\u003eTo delete a mental status exam:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ebbd7d760ad083be98435ef4d6b7ddeca\"\u003eNavigate to the client's \u003cstrong\u003eOverview\u003c/strong\u003e page\u003c/li\u003e\n\u003cli data-list-item-id=\"ea13447f33ccb547f1ee6296e2da289f9\"\u003eHover over the mental status exam and click the trash can icon\u003c/li\u003e\n\u003cli data-list-item-id=\"e201461eb87cc8807ac752c52802c69eb\"\u003eClick \u003cstrong\u003eDelete now\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/41860587130253\" alt=\"Deleting a mental status exam from the client Overview page\"\u003e\u003c/p\u003e\u003cp class=\"cn-important\"\u003e\u003cstrong\u003eImportant:\u003c/strong\u003e Once you delete a mental status exam, this can’t be undone.\u003c/p\u003e","user_segment_ids":[],"snippet":"Status Exam \u003cem\u003eNote\u003c/em\u003e: If you’re on the Essential or Plus plan, you can create a custom progress \u003cem\u003enote\u003c/em\u003e or other \u003cem\u003edocument\u003c/em\u003e that includes","result_type":"article"},{"id":42048539325581,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/42048539325581.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/42048539325581-Managing-files-on-iPhone-iPad","author_id":1900071729767,"comments_disabled":true,"draft":false,"promoted":false,"position":6,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":42152212994957,"created_at":"2025-12-18T17:53:12Z","updated_at":"2026-06-17T18:20:15Z","name":"Managing files on iPhone/iPad","title":"Managing files on iPhone/iPad","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-17T18:20:15Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KC5J9S70G6Z002B89KY8ZSHG","01KC61Z1FS3TQRRXK6VQTDTDY6","01KC7DH94APSKX3TCF7ND3PGA0","01KCANSM9ATQ1A5A3RPQB01W6F","01KCMR99DK2KNSPXMVANFH5FP1"],"label_names":["ipad","iphone","notes","documentation","files"],"body":"\u003cp\u003eYou can add and keep track of client files in the SimplePractice for Clinicians mobile app. Below, we'll cover:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ee7e6c9506529922edac56474b4048171\"\u003e\u003ca href=\"#files\"\u003e\u003cstrong\u003eViewing a client's files on iPhone/iPad\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ef8881e4dcc1861741e0269d7b90736b4\"\u003e\u003ca href=\"#sending\"\u003e\u003cstrong\u003eSending a reminder for clients to complete pending documents on iPhone/iPad\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e4537158345a4b23d26a5949b196c76ef\"\u003e\u003ca href=\"#sharing\"\u003e\u003cstrong\u003eSharing and uploading files on iPhone/iPad\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ef3cd1279f513b15284cc7e9720833b82\"\u003e\u003ca href=\"#addingappo\"\u003e\u003cstrong\u003eAdding files to an appointment on iPhone/iPad\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e To view our main guide on the mobile app for iOS, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/37999214579213-Getting-started-with-the-SimplePractice-for-Clinicians-app-on-iPhone-and-iPad\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eGetting started with the mobile app for iPhone/iPad\u003c/strong\u003e\u003c/a\u003e.\u003cstrong\u003e \u003c/strong\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"files\"\u003e\u003cstrong\u003eViewing a client's files on iPhone/iPad\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eWhen you \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/42049612459021-Viewing-and-editing-a-client-s-information-on-the-mobile-app-for-iPhone-iPad#navigating\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003enavigate to the client's Overview page\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e, tap \u003cstrong\u003eFiles \u003c/strong\u003eto view files associated with the client.\u003c/span\u003e\u003c/p\u003e\u003cfigure\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/45325428709517\" alt=\"Overview screen on mobile with blue arrow pointing to Files option\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003cp\u003eFiles are organized in the following types and statuses:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e2a72b076fb1d8d2d784383a3497229a0\"\u003e\u003cstrong\u003eAll\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"eb6e2dd94a3a44846280fdbee8bca0ab1\"\u003e\u003cstrong\u003ePending\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ea3ba0f1ab99ddefdf31905796e6ca982\"\u003e\u003cstrong\u003eCompleted\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ea3604e07ea19de68071709a63b91442e\"\u003e\u003cstrong\u003eLocked\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e5a2574b7e0c21f529896d02e77fd8f31\"\u003e\u003cstrong\u003eUploaded by client\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e4387ad027e45dab3444bf8f33ccef1cc\"\u003e\u003cstrong\u003eUploaded by practice\u003c/strong\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cfigure\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/44055411422605\" alt=\"Files screen listing categories for all, pending, completed, locked, client uploads, and practice uploads.\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003cp\u003eAfter tapping a type or status, you’ll see a list of its associated files. \u003cspan style=\"color: #4a4a4a;\"\u003eBased on your \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360052700171-Clinician-roles-available-for-team-members\"\u003e\u003cstrong\u003eclinician\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e and/or \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/41959530341133-Administrative-roles-available-for-team-members\"\u003e\u003cstrong\u003eadministrative\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e role(s),\u003c/span\u003e you can also remove a viewable file by swiping left on the file and selecting \u003cstrong\u003eDelete\u003c/strong\u003e.\u003c/p\u003e\u003cfigure\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 798/1736; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/42048546668429\" alt=\"Files list showing the swipe left action with the Delete option\" width=\"798\" height=\"1736\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003chr\u003e\u003ch2 id=\"sending\"\u003e\u003cstrong\u003eSending a reminder for clients to complete pending documents on iPhone/iPad\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eWhen you're viewing a client's \u003cstrong\u003ePending\u003c/strong\u003e files, you can manually send the client a reminder for all pending documents. To do this, tap \u003cstrong\u003eSend Reminder\u003c/strong\u003e.\u003c/p\u003e\u003cfigure\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/42048546670989\" alt=\"Pending files screen showing the Send Reminder button\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003cp\u003eOn the next screen, you'll be able to view all the client's pending documents. After your review, tap \u003cstrong\u003eSend\u003c/strong\u003e.\u003c/p\u003e\u003cfigure\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/42048546674701\" alt=\"Send reminder screen showing a list of pending documents and the Send button\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e This screen also indicates whether a client has automated reminders for incomplete documents. This can be enabled or disabled on the web app. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/207925943-Sending-intake-forms-and-documents-to-clients#checkingth\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eTracking the status of shared intakes\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"sharing\"\u003e\u003cstrong\u003eSharing and uploading files on iPhone/iPad\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eYou can also share files with the client, or upload files to their page.\u003c/p\u003e\u003cp\u003eTo share files:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e240fa4e50c2e5eefd21147be2cfc6994\"\u003eNavigate to \u003cstrong\u003eFiles\u003c/strong\u003e from your client's Overview\u003c/li\u003e\n\u003cli data-list-item-id=\"ef089cce4916e760e5d59e4a6e2cf008e\"\u003eTap the three dots at the top right of the screen\u003c/li\u003e\n\u003c/ol\u003e\u003cfigure\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/42048539293581\" alt=\"Client Files screen showing the three dots menu at the top right\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003col start=\"3\"\u003e\n\u003cli data-list-item-id=\"e5da3d50551134c13c2fab78f1332ad12\"\u003eSelect \u003cstrong\u003eShare new\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e6ae95c66ef191306babc1f6bd188a173\"\u003eToggle the documents you'd like to share with the client\u003c/li\u003e\n\u003c/ol\u003e\u003cfigure\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/42048546678029\" alt=\"Share new screen showing document toggles for selecting files to share\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003col start=\"5\"\u003e\n\u003cli data-list-item-id=\"e5bf312b620fe70a95a090fec0df75b81\"\u003eTap \u003cstrong\u003eNext\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e72735beb2c57b795048cc8e6964fca23\"\u003eEdit your email, if needed\u003c/li\u003e\n\u003cli data-list-item-id=\"efb88d1673e9b921a496f1a8c967e1e00\"\u003eSelect \u003cstrong\u003eSend\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cfigure\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/42048539303437\" alt=\"Email review screen for sharing files showing the Send button\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003cp\u003eTo upload files to the client's page:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e5ff91c3c387573eafbbabbe0b0d87357\"\u003eTap the three dots at the top right of the screen\u003c/li\u003e\n\u003cli data-list-item-id=\"e572478a88ab9775155bbb480afa31634\"\u003eSelect \u003cstrong\u003eUpload\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cfigure\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/42048539306509\" alt=\"Three dots menu showing the Upload option on the Files screen\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003col start=\"3\"\u003e\u003cli data-list-item-id=\"e5ab17d3031d3475638d670fc85493404\"\u003eChoose one of the following options:\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e16914ab523d69e5709c84059181011ba\"\u003e\u003cstrong\u003eScan document\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e9451dea1de8af71a9a5414dffdb07e30\"\u003e\u003cstrong\u003eTake a photo\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e353be18e73d5e9644614156557f32f4b\"\u003e\u003cstrong\u003eChoose from library\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ee9e279f72d2213dc3c8067b898184e91\"\u003e\u003cstrong\u003eImport file from...\u003c/strong\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\u003c/ol\u003e\u003cp\u003eFor more information about client files, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/20108059649421-Managing-the-client-Files-Overview-page\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eManaging the client's Files tab\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"addingappo\"\u003e\u003cstrong\u003eAdding files to an appointment on iPhone/iPad \u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eTo upload files to an appointment in the app:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e52cedc58a08931f7192cbdd515fb35d5\"\u003eTap the appointment in the \u003cstrong\u003eCalendar\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eb1d9e09d722d03c0039451a314aa179a\"\u003eSelect \u003cstrong\u003eAdd +\u003c/strong\u003e next to \u003cstrong\u003eAppointment files\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cfigure\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 798/1738; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/42048539266445\" alt=\"Appointment details screen showing Add + next to Appointment files\" width=\"798\" height=\"1738\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003col start=\"3\"\u003e\u003cli data-list-item-id=\"e35f1bda7d04dbee8d15d7301bdb79878\"\u003eChoose \u003cstrong\u003eTake a photo\u003c/strong\u003e, \u003cstrong\u003eChoose from library\u003c/strong\u003e, or \u003cstrong\u003eImport file from…\u003c/strong\u003e\n\u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eUploaded appointment files can be found in the client’s \u003cstrong\u003eFiles\u003c/strong\u003e.\u003c/span\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"able to view all the client's pending \u003cem\u003edocuments\u003c/em\u003e. After your review, tap Send. \u003cem\u003eNote\u003c/em\u003e: This screen also indicates whether a","result_type":"article"},{"id":8653281068045,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/8653281068045.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/8653281068045-Recording-client-medications","author_id":9050319135501,"comments_disabled":true,"draft":false,"promoted":false,"position":10,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":44118093142541,"created_at":"2022-08-24T13:56:01Z","updated_at":"2026-08-26T23:20:04Z","name":"Recording client medications","title":"Recording client medications","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-08-26T23:20:04Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KC5J9S70G6Z002B89KY8ZSHG","01KC7AF29ASXCEJQJNBNPYVJ7X","01KCC8DV10XQBDGB9QB8YCH3CR","01KCC8E3Q8FZ5GMDB3QZS1DFYG","01KCC8EKY9VQZ7GY8A9XSE7VTP"],"label_names":["intake","notes","client info","medications","documentation"],"body":"\u003cp\u003eIf you don’t use ePrescribe within SimplePractice, you can still request and document a client’s list of medications in their profile. This guide explains how to collect this information during intake and how to record it in Client Notes.\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e3ab8b33a887fc22e6205079f8692741b\"\u003e\u003ca href=\"#requesting\"\u003e\u003cstrong\u003eRequesting medications during the intake process\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"eb3c15c6ab0d1721b9c53feba1667d6cd\"\u003e\u003ca href=\"#addingmedi\"\u003e\u003cstrong\u003eAdding medications to Client Notes\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e If you’d like to ePrescribe directly within SimplePractice, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/27883962412557-Adding-ePrescribe-to-your-SimplePractice-account\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAdding ePrescribe to your SimplePractice account\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"requesting\"\u003e\u003cstrong\u003eRequesting medications during the intake process\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eYou may request an up-to-date list of medications from your clients or contacts at any time. To streamline this process, you can request this information through the Client Portal by creating a customized intake form. The template can then be shared out to clients. For more information, see:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e1237ab566859b54f6a3f48564f561fea\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/23954192990477-Creating-a-new-template-and-accessing-the-template-builder\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eCreating a new template and accessing the template builder\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e8bc1aa0d0880d57318cd5059519bd4c8\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/207925943-Sending-intake-forms-and-documents-to-clients\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSending intake forms and documents to clients\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eOnce the intake form has been completed by the client, you can access it from the \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/20108059649421-Managing-the-client-Files-Overview-page\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eclient's Files tab\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e If you need to request medications from a third party, such as a client’s family member or doctor, you can add them as a contact to securely send your request. To learn more, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360020093651-Enhanced-Client-Management-for-minors\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eEnhanced Client Management for minors\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"addingmedi\"\u003e\u003cstrong\u003eAdding medications to Client Notes\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eMany clinicians choose to keep an updated medication list in the \u003cstrong\u003eClient Notes\u003c/strong\u003e section of the client’s file.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eTip:\u003c/strong\u003e Clinicians can choose to also keep this information readily available on the client’s Overview page via an \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/17766520981133\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eadmin note\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eTo add medication information to Client Notes:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ec04fec781f8502298658e67132e495e7\"\u003eNavigate to the client’s \u003cstrong\u003eOverview\u003c/strong\u003e \u003c/li\u003e\n\u003cli data-list-item-id=\"ec057733362f9447c9859be9b27b31093\"\u003eClick \u003cstrong\u003eEdit client\u003c/strong\u003e next to the client's name\u003c/li\u003e\n\u003cli data-list-item-id=\"e1abdffad84d106895280f15248f291c1\"\u003eScroll down to the \u003cstrong\u003eClient Notes\u003c/strong\u003e section\u003c/li\u003e\n\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/41910467030157\" alt=\"Client Notes section in a client profile in SimplePractice.\" width=\"2940\" height=\"1596\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003col start=\"4\"\u003e\n\u003cli data-list-item-id=\"eb6743693e603990b377344c65e843a1a\"\u003eIn the \u003cstrong\u003eClient Notes\u003c/strong\u003e field, include the client’s current list of medications and prescriptions\u003c/li\u003e\n\u003cli data-list-item-id=\"e742d12849df20783c6314a181e35fbff\"\u003eClick \u003cstrong\u003eSave Client\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eClient Notes can be edited at any time if there’s a change to the client’s medications or dosage.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e For more information on editing a client’s file, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360049778071-Editing-a-client-s-information-\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eEditing a client's information\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eAny information entered in the \u003cstrong\u003eClient Notes\u003c/strong\u003e field will be included in the \u003cstrong\u003eContacts\u003c/strong\u003e section of a data export. To learn more about data exports, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/207625506-Data-export-Exporting-client-information\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eExporting client information through data exports\u003c/strong\u003e\u003c/a\u003e. \u003c/p\u003e\u003cp\u003e\u003cstrong\u003eImportant:\u003c/strong\u003e For group practices, the \u003cstrong\u003eClient Notes\u003c/strong\u003e section is visible to multiple clinical and non-clinical roles. To learn more about which team members can view this field, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360052700171-Team-member-roles-and-access-levels\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eClinician roles available for team members\u003c/strong\u003e\u003c/a\u003e and \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/41959530341133\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAdministrative roles available for team members\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e","user_segment_ids":[],"snippet":"in Client \u003cem\u003eNotes\u003c/em\u003e. Requesting medications during the intake process Adding medications to Client \u003cem\u003eNotes\u003c/em\u003e \u003cem\u003eNote\u003c/em\u003e: If you’d","result_type":"article"},{"id":360048689851,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/360048689851.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/360048689851-Reviewing-and-signing-documentation-under-supervision","author_id":1900071729767,"comments_disabled":true,"draft":false,"promoted":false,"position":1,"vote_sum":-1,"vote_count":1,"upvote_count":0,"downvote_count":1,"section_id":44118126910093,"created_at":"2020-08-24T23:00:49Z","updated_at":"2026-09-09T00:08:31Z","name":"Reviewing and signing documentation under supervision","title":"Reviewing and signing documentation under supervision","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-09-09T00:08:31Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KC5J9S70G6Z002B89KY8ZSHG","01KC7EQ08BHAAZZX6P4XRM2A24","01KCACEQBYQQT4XH1N0ARE03V6","01KCACESKSWPCVBZAZT5H4QBWJ","01KCAGCDKKE03CY07EJR5MAQAZ"],"label_names":["supervisor","notes","supervision","documentation","signatures"],"body":"\u003cp\u003eSupervisees can sign and send their documentation to their supervisors for review. If needed, supervisors can request edits for documentation during their review. Once the documentation is ready, supervisors can include their signature in the documentation.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eClinicians must be designated as supervisor and supervisee before documentation can be reviewed and signed under supervision. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/41897700430989-Designating-a-clinician-as-a-supervisor-or-supervisee\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eDesignating a clinician as a supervisor or supervisee\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eIn this guide, we’ll cover:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e34c8a925eeaac27c08e38ef508b6e99e\"\u003e\u003ca href=\"#signinga\"\u003e\u003cstrong\u003eSigning and submitting documentation for review\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"edb03d06eaf8561d956590ce52e6115e1\"\u003e\u003ca href=\"#h_01KCAFWWW5V91RCZF6VQMM93Z9\"\u003e\u003cstrong\u003eReviewing documentation as a supervisor\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e52020f910d61c20d906feab5d90c1745\"\u003e\u003ca href=\"#addingsupe\"\u003e\u003cstrong\u003eAdding supervisor information to documents\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003chr\u003e\u003ch2 id=\"signinga\"\u003e\u003cstrong\u003eSigning and submitting documentation for review\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eWhen a supervisee saves a progress note, diagnosis and treatment plan, or other document that hasn't been signed by their supervisor, they'll see the option to \u003cstrong\u003eSign and share\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/36954474353037\" alt=\"Diagnosis and treatment plan showing the Sign and share option for a supervisee\" width=\"2560\" height=\"1353\"\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e Autosave for progress notes and psychotherapy notes is being released gradually. If this update is enabled for your account, you'll no longer see a manual \u003cstrong\u003eSave\u003c/strong\u003e button because your notes automatically save as you work. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/48548474465421-Autosave-for-progress-notes-and-psychotherapy-notes\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAutosave for progress notes and psychotherapy notes\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eWhen a supervisee views a consent form, intake form, or scored measure that hasn't been signed by their supervisor, they'll see the option to \u003cstrong\u003eSign\u003c/strong\u003e at the bottom of the form or scored measure.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/36954474353421\" alt=\"Consent form showing the Sign button for a supervisee\" width=\"2560\" height=\"1345\"\u003e\u003c/p\u003e\u003cp\u003eIf a supervisee has permission to unlock the documents they've signed, they won't see the option to unlock their signed documents until the supervisor has added their signature after their review. If not signed by the supervisor yet, they can have the supervisor \u003cstrong\u003eRequest Edits\u003c/strong\u003e. For more information, see \u003ca href=\"#h_01KCAFWWW5V91RCZF6VQMM93Z9\"\u003e\u003cstrong\u003eReviewing documentation as a supervisor\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"h_01KCAFWWW5V91RCZF6VQMM93Z9\"\u003e\u003cstrong\u003eReviewing documentation as a supervisor\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eAfter a supervisee signs their documentation, the documentation will be shared with their designated supervisor for review. The supervisor will be able to access shared documentation by clicking the \u003ca href=\"https://secure.simplepractice.com/supervision\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSupervision\u003c/strong\u003e\u003c/a\u003e tab.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/36183954790285\" alt=\"Left navigation menu showing the Supervision tab\"\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e The \u003cstrong\u003eSupervision\u003c/strong\u003e counter represents how many items of documentation are waiting for the supervisor’s review.\u003c/p\u003e\u003cp\u003eIn this tab, the supervisor can view documentation to review under \u003cstrong\u003eNotes to sign\u003c/strong\u003e, as well as check documentation they’ve signed under \u003cstrong\u003eMy signed notes\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/36954452213261\" alt=\"Supervision page showing Notes to sign and My signed notes sections\"\u003e\u003c/p\u003e\u003cp\u003eSupervisors can only review and sign documentation for clients whose primary clinician is their supervisee, and/or for appointments rendered by their supervisee.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e If a supervisee is deleted from the account, any documentation that they had already signed and shared will continue to appear under \u003cstrong\u003eNotes to sign\u003c/strong\u003e for the supervisor’s review. Documentation that hadn’t been signed and shared by the supervisee before they were deleted won’t appear under \u003cstrong\u003eNotes to sign\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003eSupervisors can filter documentation by client, clinician, or document type.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/36954474340237\" alt=\"Supervision page filters for client, clinician, and document type\"\u003e\u003c/p\u003e\u003cp\u003eThey can also sort documentation from new to old, or old to new.\u003c/p\u003e\u003cp\u003eWhen a supervisor clicks on a supervisee's document to sign, they can have the following options: \u003cstrong\u003eComments\u003c/strong\u003e, \u003cstrong\u003eRequest Edits\u003c/strong\u003e, and \u003cstrong\u003eSign\u003c/strong\u003e.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1346;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784266093325\" alt=\"Client profile note page showing a signed progress note with provider and supervisor sections, including a pending supervisor signature status.\" width=\"2560\" height=\"1346\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cstrong\u003eNote: Comments\u003c/strong\u003e and \u003cstrong\u003eRequest Edits\u003c/strong\u003e are only available for progress notes, other documents, and diagnosis and treatment plans.\u003c/p\u003e\u003ch3 id=\"h_01KCAEZ2BHRQJTY635SMKDT1QM\"\u003e\u003cstrong\u003eComments\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eTo leave a comment as a supervisor:\u003c/p\u003e\u003col\u003e\u003cli data-list-item-id=\"e46ea9f43a98aeaf7bf286496724e9be2\"\u003eClick \u003cstrong\u003eComments \u0026gt;\u003c/strong\u003e the \u003cstrong\u003epencil and paper\u003c/strong\u003e icon\u003c/li\u003e\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1390;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784267871245\" alt=\"Client profile note page with the Comments panel open and a blue arrow pointing to the pencil icon in the top right.\" width=\"2560\" height=\"1390\"\u003e\u003c/figure\u003e\u003col start=\"2\"\u003e\n\u003cli data-list-item-id=\"e28f6acc8898053c8e329a49f552ae15d\"\u003eEnter the comment for the supervisee\u003c/li\u003e\n\u003cli data-list-item-id=\"e3315a480e9f831428fbbe3efd088106d\"\u003eClick \u003cstrong\u003eSave\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eThe supervisor can only leave one comment at a time. To make additions, they can edit the comment by clicking the pencil icon within the comment box.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1344;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784267871501\" alt=\"Client profile note page with the Comments panel open and a blue arrow pointing to the edit comment (pencil) icon next to an existing comment.\" width=\"2560\" height=\"1344\"\u003e\u003c/figure\u003e\u003cp\u003eOnce their supervisor has left a comment, supervisees can access the \u003cstrong\u003eComments\u003c/strong\u003e option. They’ll also be able to add a comment and edit it.\u003c/p\u003e\u003ch3 id=\"h_01KCAF1ETAADKH3MWZZXRBN2SF\"\u003e\u003cstrong\u003eRequest Edits\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eAfter leaving their comment, the supervisor can \u003cstrong\u003eRequest edits\u003c/strong\u003e to send the document back to the supervisee for changes.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1344;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784267872013\" alt=\"Client profile note page with the Comments panel open and a blue arrow pointing to the Request edits button at the bottom.\" width=\"2560\" height=\"1344\"\u003e\u003c/figure\u003e\u003cp\u003eAfter requesting edits, click \u003cstrong\u003eRequest Now\u003c/strong\u003e to send the document back to the supervisee.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1351;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784267872397\" alt=\"Request Edits confirmation modal with a blue arrow pointing to the Request Now button.\" width=\"2560\" height=\"1351\"\u003e\u003c/figure\u003e\u003cp\u003eSupervisors can also request edits without leaving a comment by directly clicking \u003cstrong\u003eRequest Edits\u003c/strong\u003e on the document.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1346;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784267872909\" alt=\"Client profile note page with a blue arrow pointing to the Request Edits button above the progress note.\" width=\"2560\" height=\"1346\"\u003e\u003c/figure\u003e\u003cp\u003eAfter requesting edits, the supervisee will receive a \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/34040488528269-Using-practice-notifications\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003enotification\u003c/strong\u003e\u003c/a\u003e to edit and resubmit the document. When the supervisee reviews the documentation, they’ll be able to \u003cstrong\u003eEdit\u003c/strong\u003e, \u003cstrong\u003eDelete\u003c/strong\u003e, or \u003cstrong\u003eSign\u003c/strong\u003e it.\u003c/p\u003e\u003ch3 id=\"h_01KCAF77CZB7RNK3ZHJY2CTZDT\"\u003e\u003cstrong\u003eSign\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eIf the supervisor is ready to sign a progress note, other document, or diagnosis and treatment plan, they can click \u003cstrong\u003eSign\u003c/strong\u003e.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1346;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784266094733\" alt=\"Client profile note page with a blue arrow pointing to the Sign button for the progress note.\" width=\"2560\" height=\"1346\"\u003e\u003c/figure\u003e\u003cp\u003eIf the supervisor is ready to sign a consent form, intake form, or scored measure, they can click \u003cstrong\u003eSign\u003c/strong\u003e at the bottom of the form or scored measure.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1350;\" src=\"https://support.simplepractice.com/hc/article_attachments/41899326299405\" alt=\"Scored measure or questionnaire showing the Sign button at the bottom\" width=\"2560\" height=\"1350\"\u003e\u003c/figure\u003e\u003cp\u003eAfter clicking \u003cstrong\u003eSign\u003c/strong\u003e, the supervisor can select \u003cstrong\u003eSign and lock\u003c/strong\u003e to lock the progress note and add their eSignature.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1347;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784266095245\" alt=\"Sign and lock progress note modal with fields for name and credentials, showing a signature preview and a Sign and lock button to finalize the note.\" width=\"2560\" height=\"1347\"\u003e\u003c/figure\u003e\u003cp\u003eThe documentation will then show both the provider’s and supervisor’s signatures.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1348;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784266096013\" alt=\"Client profile note page showing a progress note with both provider and supervisor signatures completed and the note locked.\" width=\"2560\" height=\"1348\"\u003e\u003c/figure\u003e\u003cp\u003eThere currently isn't a way to customize this signature.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eAfter adding their signature, the supervisor won't be able to unlock the supervisee’s progress notes unless the supervisor is also the Account Owner.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"addingsupe\"\u003e\u003cstrong\u003eAdding supervisor information to documents\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eYou can also add supervisor information to documents so that this information automatically populates for pre-licensed clinicians in your practice. To do this:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"eab4930c9859a1de146eef65ede8d89fd\"\u003eNavigate to \u003cstrong\u003eSettings \u0026gt; Documentation \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/practice_settings/note_templates\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eTemplate library\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eb33b776aa8e36a93a024ee106f38b84d\"\u003eScroll to the bottom and check \u003cstrong\u003eAdd supervisor info to notes and billing documents\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/36954452226701\" alt=\"Template library settings showing Add supervisor info to notes and billing documents option\"\u003e\u003c/p\u003e\u003col start=\"3\"\u003e\u003cli data-list-item-id=\"ea99497146cbdcac5502ae339a624a86d\"\u003eEdit what's listed in the \u003cstrong\u003eFooter information\u003c/strong\u003e textbox, if necessary\u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cstrong\u003eTip: \u003c/strong\u003eIf you have multiple supervisees with different supervisors, don't remove the macros, such as \u003cstrong\u003e{supervisor_full_name}\u003c/strong\u003e, in the pre-filled textbox. These macros automatically fill in their supervisor's full name, license number, and NPI, based on what’s listed in the supervisor’s settings.\u003c/p\u003e\u003col start=\"4\"\u003e\u003cli data-list-item-id=\"e6e057c2348ac08ae95338af1ad8a2ab1\"\u003eClick \u003cstrong\u003eSave format\u003c/strong\u003e\n\u003c/li\u003e\u003c/ol\u003e","user_segment_ids":[],"snippet":"review. Once the \u003cem\u003edocumentation\u003c/em\u003e is ready, supervisors can include their signature in the \u003cem\u003edocumentation\u003c/em\u003e. \u003cem\u003eNote\u003c/em\u003e: Clinicians must","result_type":"article"},{"id":41995733904397,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/41995733904397.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/41995733904397-Adding-psychotherapy-notes","author_id":1900071729767,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":-1,"vote_count":1,"upvote_count":0,"downvote_count":1,"section_id":44118102467853,"created_at":"2025-12-16T23:16:56Z","updated_at":"2026-09-09T00:08:04Z","name":"Adding psychotherapy notes","title":"Adding psychotherapy notes","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-09-09T00:08:04Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KC5J9S70G6Z002B89KY8ZSHG","01KC7DH94APSKX3TCF7ND3PGA0","01KCMPPP4MD8JSN9ZCMYRHV58P","01KCMR99DK2KNSPXMVANFH5FP1","01KCMRA2WPWN65DYMVPGZ8WFBX"],"label_names":["appointment","notes","psychotherapy","specialty","documentation"],"body":"\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eYou can add a \u003cstrong\u003epsychotherapy note\u003c/strong\u003e for a client's appointment to record various information, such as therapeutic interventions used, the client’s response, or other significant insights. Unlike progress notes, psychotherapy notes aren’t tied to the medical record of the client, and don’t need to be shared with others unless your records are subpoenaed.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e\u003cstrong\u003eNote: \u003c/strong\u003eFor more information on adding \u003cstrong\u003eprogress notes\u003c/strong\u003e, see \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/28743754453773-Using-progress-and-psychotherapy-notes-for-individual-appointments\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAdding progress notes for individual appointments\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eIn this guide, we'll cover: \u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e7d5b64f867203c7cd8455a894e777bd8\"\u003e\u003ca href=\"#accessingp\"\u003e\u003cstrong\u003eAccessing psychotherapy notes\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e40f28c4d31cc8987830f71a95983d418\"\u003e\u003ca href=\"#addingapsy\"\u003e\u003cstrong\u003eAdding a psychotherapy note\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"eeb3b9d3fbc18d0884073813b73f6505c\"\u003e\u003ca href=\"#editing,pr\"\u003e\u003cstrong\u003eEditing, printing, downloading, or deleting a psychotherapy note\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003chr\u003e\u003ch2 id=\"accessingp\"\u003e\u003cstrong\u003eAccessing psychotherapy notes\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #444746;\"\u003ePsychotherapy notes can only be added to an appointment if it's assigned to a clinician with one of the following specialties:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"eca019786f419b6a04a711dae2cdb1848\"\u003e\u003cp data-start=\"34\" data-end=\"61\"\u003eApplied behavior analysis\u003c/p\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e2e28b82f778d847761ba6c6aaf380dbc\"\u003e\u003cp data-start=\"64\" data-end=\"91\"\u003eBehavioral health therapy\u003c/p\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e1320925d132fcb999c6c645dc4100b25\"\u003e\u003cp data-start=\"94\" data-end=\"106\"\u003eCounseling\u003c/p\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"ec76db9738db6cf6e5a39a247b462b7f3\"\u003e\u003cp data-start=\"109\" data-end=\"138\"\u003eMarriage and family therapy\u003c/p\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e11e69e68c0d3693efb458719de1f422a\"\u003e\u003cp data-start=\"141\" data-end=\"148\"\u003eOther\u003c/p\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e567d2d32581be9ae22a6df0ef8770a4a\"\u003e\u003cp data-start=\"151\" data-end=\"186\"\u003ePsychiatric-Mental Health Nursing\u003c/p\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e24475973bf6e4e4df67ad78fb0525ac0\"\u003e\u003cp data-start=\"189\" data-end=\"201\"\u003ePsychiatry\u003c/p\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"efc8e9eaf4c83c7cd776375349ad1855a\"\u003e\u003cp data-start=\"204\" data-end=\"216\"\u003ePsychology\u003c/p\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e5d3e0add120ab2a8c013278cddcfa94c\"\u003e\u003cp data-start=\"219\" data-end=\"232\"\u003eSocial work\u003c/p\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"ef9e32d093beacae86afc4f58e67a4de1\"\u003e\u003cp data-start=\"235\" data-end=\"259\" data-is-last-node=\"\"\u003eSubstance use counseling\u003c/p\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eIf a clinician with another specialty is changed to one of those listed above, the clinician will be able to create and save psychotherapy notes for past and future appointments. \u003c/p\u003e\u003cp\u003eIf a clinician's specialty is updated from one of those listed above to a different specialty, \u003cspan style=\"color: #4a4a4a;\"\u003ethey’ll still be able to add psychotherapy notes for the client.\u003c/span\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"addingapsy\"\u003e\u003cstrong\u003eAdding a psychotherapy note\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eTo add a psychotherapy note:\u003c/p\u003e\u003col\u003e\u003cli data-list-item-id=\"ef92c6f97663e66996dc9ea27216f0ba2\"\u003eNavigate to the appointment page by clicking the appropriate \u003cstrong\u003eAppointment \u003c/strong\u003efor their date of service\u003c/li\u003e\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2940/1596;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784249524749\" alt=\"appointmentpage.simplepractice.notetab.png\" width=\"2940\" height=\"1596\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eFor more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/41995508032269\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eNavigating the appointment page\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003col start=\"2\"\u003e\u003cli data-list-item-id=\"ea819133f94c1c4906ff546d8339b39e6\"\u003eVerify that you're in the \u003cstrong\u003eNote\u003c/strong\u003e tab\u003c/li\u003e\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2940/1596;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784249526669\" alt=\"notetabopen.simplepractice.notetab.png\" width=\"2940\" height=\"1596\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e The updated appointment page is gradually being released to customers. This page may look slightly different in your account and will be updated within a few days.\u003c/p\u003e\u003col start=\"3\"\u003e\u003cli data-list-item-id=\"e245802e8bffd9b26e84495a7f4a4ee71\"\u003eBegin typing in the text field to add the Psychotherapy note\u003c/li\u003e\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2940/1596;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784279400205\" alt=\"typeinpsychnote.simplepractice.notetab.png\" width=\"2940\" height=\"1596\"\u003e\u003c/figure\u003e\u003col start=\"4\"\u003e\u003cli data-list-item-id=\"eae090c3a730c7311c400c850b970cedf\"\u003eClick \u003cstrong\u003eSave\u003c/strong\u003e\n\u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e Autosave for progress notes and psychotherapy notes is being released gradually. If this update is enabled for your account, you'll no longer see a manual \u003cstrong\u003eSave\u003c/strong\u003e button because your notes automatically save as you work. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/48548474465421-Autosave-for-progress-notes-and-psychotherapy-notes\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAutosave for progress notes and psychotherapy notes\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"editing,pr\"\u003e\u003cstrong\u003eEditing, printing, downloading, or deleting a psychotherapy note\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eAfter saving a psychotherapy note, you can click \u003cstrong\u003eEdit\u003c/strong\u003e to edit the note.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2940/1596;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784249528973\" alt=\"editpsychnote.simplepractice.notetab.png\" width=\"2940\" height=\"1596\"\u003e\u003c/figure\u003e\u003cp\u003eYou can also click \u003cstrong\u003eMore \u003c/strong\u003eto print, download, or delete the psychotherapy note.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2940/1596;\" src=\"https://support.simplepractice.com/hc/article_attachments/45784279400973\" alt=\"psychmoredropdown.simplepractice.notetab.png\" width=\"2940\" height=\"1596\"\u003e\u003c/figure\u003e","user_segment_ids":[],"snippet":"add the Psychotherapy \u003cem\u003enote\u003c/em\u003e Click Save \u003cem\u003eNote\u003c/em\u003e: Autosave for progress \u003cem\u003enotes\u003c/em\u003e and psychotherapy \u003cem\u003enotes\u003c/em\u003e is being released gradually","result_type":"article"},{"id":45325907157005,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/45325907157005.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/45325907157005-Managing-documentation-on-iPhone-iPad","author_id":1900071729767,"comments_disabled":true,"draft":false,"promoted":false,"position":5,"vote_sum":-1,"vote_count":1,"upvote_count":0,"downvote_count":1,"section_id":42152212994957,"created_at":"2026-04-23T18:32:35Z","updated_at":"2026-06-17T18:19:57Z","name":"Managing documentation on iPhone/iPad","title":"Managing documentation on iPhone/iPad","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-17T18:19:57Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KC5J9S70G6Z002B89KY8ZSHG","01KC61Z1FS3TQRRXK6VQTDTDY6","01KC7DH94APSKX3TCF7ND3PGA0","01KC7DHDW3XX9NYN7V9WZ6T727","01KCMR99DK2KNSPXMVANFH5FP1"],"label_names":["diagnosis","notes","treatment","mobile","documentation"],"body":"\u003cp\u003e\u003cspan style=\"color: #123333;\"\u003eYou can add and keep track of progress notes, psychotherapy notes, and diagnosis and treatment plans in the SimplePractice for Clinicians mobile app. Below, we'll cover:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e7c84950122d4e19c3de1b54ac1b348fd\"\u003e\u003ca href=\"#addingappo\"\u003e\u003cstrong\u003eAdding progress notes and psychotherapy notes on iPhone/iPad\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ed09f18893c31a7fa0deb7995f5051fd8\"\u003e\u003ca href=\"#viewing\"\u003e\u003cstrong\u003eViewing diagnosis and treatment plans on iPhone/iPad\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color wysiwyg-list-bold\" data-list-item-id=\"e1c92e91aa3e6e93d0c6fa9e4188f0216\"\u003e\u003ca href=\"#managing\"\u003e\u003cstrong\u003eManaging chart notes on iPhone/iPad\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e05ad054987219f8e34257959d1c0fe51\"\u003e\u003ca href=\"#filtering\"\u003e\u003cstrong\u003eFiltering for documentation on iPhone/iPad\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e To view our main guide on the mobile app for iPhone, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/37999214579213-Getting-started-with-the-SimplePractice-for-Clinicians-app-on-iPhone-and-iPad\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eGetting started with the mobile app for iPhone/iPad\u003c/strong\u003e\u003c/a\u003e. To use \u003cstrong\u003eNote Taker\u003c/strong\u003e with the mobile app, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/34118738412685-Understanding-Note-Taker#in-personn\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eOverview of Note Taker\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"addingappo\"\u003e\u003cstrong\u003eAdding a progress or psychotherapy note on iPhone/iPad \u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eAfter adding an appointment, you’ll have the option to add a progress note or psychotherapy note.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e You can also view progress notes and psychotherapy notes for prior appointments by viewing the appointments from the calendar.\u003c/p\u003e\u003cp\u003eTo add appointments and view them from the calendar, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/42046348259469\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eManaging appointments on iPhone/iPad\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eTo add a progress note or psychotherapy note to an appointment on the app:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e1bd0dd5ee9770a203c07d30873c8624b\"\u003eTap the appointment in the \u003cstrong\u003eCalendar\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"edab89b844ad55e25189d393cfc23b501\"\u003eSelect \u003cstrong\u003eAdd +\u003c/strong\u003e next to \u003cstrong\u003eProgress note\u003c/strong\u003e or \u003cstrong\u003ePsychotherapy note\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cfigure\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 796/1742; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/45325907145357\" alt=\"Appointment details screen showing Add + next to Progress note and Psychotherapy note\" width=\"796\" height=\"1742\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003col start=\"3\"\u003e\u003cli data-list-item-id=\"ed7dfd8057c5b670326ff47bb8534d8fe\"\u003eIf you’re adding a progress note, tap the two arrows next to \u003cstrong\u003eTemplate\u003c/strong\u003e and select your template\u003cul\u003e\u003cli data-list-item-id=\"eeae3f8ac32c28130a262ea9aa1029a9b\"\u003eYou can choose from all of the active progress note templates in your SimplePractice account\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\u003c/ol\u003e\u003cfigure\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 798/1740; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/45325907146125\" alt=\"Progress note screen showing the Template dropdown for selecting a template\" width=\"798\" height=\"1740\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003col start=\"4\"\u003e\n\u003cli data-list-item-id=\"e67a5e0abc45572d1a294521b394bb9b2\"\u003eFill out your progress note or psychotherapy note, as needed\u003cul\u003e\u003cli data-list-item-id=\"eec060615cc4d49f41209cd4cf2f64bfd\"\u003eIf available, you can also select \u003cstrong\u003eLoad previous note\u003c/strong\u003e to populate and edit the content of the client’s last progress note\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e19497ee07814d0cc7b0bb15ed2068259\"\u003eTap \u003cstrong\u003eSave\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eAfter saving a progress note, you have the following options:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e302c73471cca5d75f0f98ea9f7c243d5\"\u003eChoose the pencil icon to edit the note\u003c/li\u003e\n\u003cli data-list-item-id=\"e3a52b9c09bea02a8d125eff385e0cdac\"\u003eChoose the square and arrow icon to copy, share, or print the note\u003c/li\u003e\n\u003cli data-list-item-id=\"e535044daba813580a7a8a9b5b62d0837\"\u003eSelect \u003cstrong\u003eSign\u003c/strong\u003e to sign and lock the note\u003c/li\u003e\n\u003c/ul\u003e\u003cfigure\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/45325907147789\" alt=\"Progress note screen showing the Sign option to sign and lock the note\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e To use \u003cstrong\u003eNote Taker\u003c/strong\u003e to automatically create progress notes within the mobile app, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/42030854535821-Using-Note-Taker-during-in-person-sessions#in-personn\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIn-person Note Taker on iOS\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eYou can also add and view progress notes through the \u003cstrong\u003eDocumentation \u003c/strong\u003eoption in the client’s Overview page. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/45325863558669\" alt=\"Overview screen on mobile with blue arrow pointing to Documentation option\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003cp\u003eAfter tapping \u003cstrong\u003eDocumentation\u003c/strong\u003e, you’ll be able to view the progress note and psychotherapy note status for all of the client’s individual appointments. If a note has been created, you’ll be able to tap \u003cstrong\u003eView \u003c/strong\u003efor that note.\u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/45325907148941\" alt=\"Documentation screen showing appointments with notes. Arrow points to a locked progress note.\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eA padlock symbol next to \u003cstrong\u003eView \u003c/strong\u003eindicates whether a note has been signed and locked. \u003c/p\u003e\u003cp\u003eIf a note hasn’t been added to an appointment, tap \u003cstrong\u003eAdd \u003c/strong\u003enext to the note you’d like to create. \u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eYou won’t be able to add notes for group appointments through the mobile app. You can use the browser version of SimplePractice to add these. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/28055144975245\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAdding progress notes for group appointments\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"viewing\"\u003e\u003cstrong\u003eViewing diagnosis and treatment plans on iPhone/iPad\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #123333;\"\u003eYou can view a client’s latest diagnosis and treatment plan by navigating to the client’s Overview page, and tapping \u003cstrong\u003eDiagnosis and treatment plan\u003c/strong\u003e.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/45325863561997\" alt=\"Overview screen on mobile with blue arrow pointing to Diagnosis and treatment plan option\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #123333;\"\u003eYou can also view the client’s other other diagnosis and treatment plans:\u003c/span\u003e\u003c/p\u003e\u003col\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"ec9b60241fa132e9ede5f8dc762484061\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eTap \u003cstrong\u003eDocumentation \u003c/strong\u003eon the client’s Overview page\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"e2afc84952356c18a110418c8fbd0748f\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eSelect \u003cstrong\u003eDiagnosis and treatment plan \u003c/strong\u003eto view the plan \u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/45325863562765\" alt=\"Documentation screen showing appointments with notes. Arrow points to a diagnosis and treatment plan.\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eThere is no way to add or edit a diagnosis and treatment plan on the mobile app. To do this, use the browser version of SimplePractice.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"managing\"\u003e\u003cstrong\u003eManaging chart notes on iPhone/iPad\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #123333;\"\u003eYou can add a chart note for the client. To do this:\u003c/span\u003e\u003c/p\u003e\u003col\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #123333;\" data-list-item-id=\"e0698c39ad0e9f916626ad62f8511703d\"\u003e\u003cspan style=\"color: #123333;\"\u003eNavigate to the client’s Overview page\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #123333;\" data-list-item-id=\"e8bdedad0b4092d26abfc239df873cb23\"\u003e\u003cspan style=\"color: #123333;\"\u003eTap \u003cstrong\u003e+\u003c/strong\u003e \u003cstrong\u003eCreate chart note\u003c/strong\u003e\u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/46527052861197\" alt=\"Blue arrow points to the Create chart note option in the Create menu on the client's Overview screen.\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003col start=\"3\"\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #123333;\" data-list-item-id=\"e75265632df449bb5bc4dc82865df3427\"\u003e\u003cspan style=\"color: #123333;\"\u003eAdd the contents of the note\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #123333;\" data-list-item-id=\"efea138b30e4915b755411193466a833a\"\u003e\u003cspan style=\"color: #123333;\"\u003eIf you’d like to adjust the date and time of the chart note, you can tap the date and/or time fields\u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/46527052861325\" alt=\"Blue arrow points to the time field when adding a chart note for a client.\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003col start=\"5\"\u003e\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #123333;\" data-list-item-id=\"e1b25942a0420d8dccd67ecef5487da51\"\u003e\u003cspan style=\"color: #123333;\"\u003eTap \u003cstrong\u003eSave\u003c/strong\u003e\u003c/span\u003e\u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cspan style=\"color: #123333;\"\u003eTo view, edit, or delete an existing chart note: \u003c/span\u003e\u003c/p\u003e\u003col\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"e282a6c799ebc0e0b547c6d8cc89fa721\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eTap \u003cstrong\u003eDocumentation \u003c/strong\u003eon the client’s Overview page\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"e62877943a0674bb829d7a3326ddb5a71\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eSelect \u003cstrong\u003eChart note \u003c/strong\u003eto view the chart note for a certain date\u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/46527065430797\" alt=\"Blue arrow points to a chart note entry in the client's Documentation screen.\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003col start=\"3\"\u003e\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #4a4a4a;\" data-list-item-id=\"e10716b0e565d47abdb5790969def856e\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eTap \u003cstrong\u003eDelete note \u003c/strong\u003eto delete the note, or select \u003cstrong\u003eEdit \u003c/strong\u003eto edit the note\u003c/span\u003e\u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/46527052861581\" alt=\"Edit and Delete note options on the chart note screen\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"filtering\"\u003e\u003cstrong\u003eFiltering for documentation on iPhone/iPad\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eIf you'd like to view certain documentation on the mobile app for a client, you can tap the filter icon at the top right of the \u003cstrong\u003eDocumentation \u003c/strong\u003epage.\u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/45350704546317\" alt=\"Documentation screen with a blue arrow pointing to the filter icon in the top right corner.\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003cp\u003eYou can select the following types of documentation to filter:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e754f82228b22e083d66328bc9edfa7b3\"\u003eAll items\u003cul\u003e\u003cli data-list-item-id=\"e367b40fcbbc7c65d91de1538f9cd1b14\"\u003eThis is selected by default\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e33f266d3fd57e737ee0e282202f85878\"\u003eAppointments\u003cul\u003e\u003cli data-list-item-id=\"eb22cb6e331c8119cb8e9671b0b913477\"\u003eThis will filter the \u003cstrong\u003eDocumentation \u003c/strong\u003epage for available progress notes and psychotherapy notes for each appointment\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e90c7dd6626a34017f2b596bb8fa95259\"\u003eDiagnosis and treatment plans\u003c/li\u003e\n\u003cli data-list-item-id=\"e199085c916a7d0803befc09f2d8bcab9\"\u003eChart notes\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eYou can also select \u003cstrong\u003eSort \u003c/strong\u003eto filter for documentation based on a certain timeframe. \u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; width: 50%;\" src=\"https://support.simplepractice.com/hc/article_attachments/45350704547341\" alt=\"Filter screen with a blue arrow pointing to the Sort tab.\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003cp\u003eThe default timeframe is \u003cstrong\u003eAll time\u003c/strong\u003e. \u003c/p\u003e\u003cp\u003eOnce you've selected your preferred filters, tap \u003cstrong\u003eApply filters\u003c/strong\u003e. If you'd like to reset to the default filters, tap \u003cstrong\u003eReset\u003c/strong\u003e. \u003c/p\u003e","user_segment_ids":[],"snippet":"add a progress \u003cem\u003enote\u003c/em\u003e or psychotherapy \u003cem\u003enote\u003c/em\u003e. \u003cem\u003eNote\u003c/em\u003e: You can also view progress \u003cem\u003enotes\u003c/em\u003e and psychotherapy \u003cem\u003enotes\u003c/em\u003e for prior appointments","result_type":"article"},{"id":27985920747661,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/27985920747661.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/27985920747661-Managing-SEO-for-your-Professional-Website-and-Therapy-Finder-profile","author_id":9050319135501,"comments_disabled":true,"draft":false,"promoted":false,"position":3,"vote_sum":1,"vote_count":1,"upvote_count":1,"downvote_count":0,"section_id":44118103093517,"created_at":"2024-06-28T20:29:25Z","updated_at":"2026-03-09T19:45:52Z","name":"Managing SEO for your Professional Website and Therapy Finder profile","title":"Managing SEO for your Professional Website and Therapy Finder profile","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-12-19T03:07:44Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KC7F8RJ44ZFKCRYV0VCNK8HA","01KCA8BW67GA6YXE9CEWK7302G","01KCAW7C3PPWEP82XM1AV69JVP","01KCT8YZYQV3YHKPXGWNG9HCRZ"],"label_names":["Professional Website","seo","Therapy Finder"],"body":"\u003cp\u003eSearch engine optimization (SEO) is the process of increasing a website’s visibility in search engine results. The goal of SEO is to improve a website’s relevance to specific search inquiries, which drives organic, unpaid traffic to a website.\u003c/p\u003e\u003cp\u003eSimplePractice \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360047181832-Setting-up-your-Professional-Website\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eProfessional Websites\u003c/strong\u003e\u003c/a\u003e and \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/37170656954765-Getting-started-with-Therapy-Finder\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eTherapy Finder\u003c/strong\u003e\u003c/a\u003e profiles are already optimized for SEO. However, you can customize both to further boost SEO, allowing new clients to find your practice more easily.\u003c/p\u003e\u003cp\u003eIn this guide, we'll cover:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e945b3ed037c65abea35262a1e2446e60\"\u003e\u003ca href=\"#understand\"\u003e\u003cstrong\u003eUnderstanding SEO\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e5436ded6072bae19464249022e54ad2a\"\u003e\u003ca href=\"#optimizing\"\u003e\u003cstrong\u003eOptimizing SEO for your Professional Website\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e91dc04eeb8887aec7afcf08e7c2d3225\"\u003e\u003ca href=\"#improvingy\"\u003e\u003cstrong\u003eImproving your Therapy Finder profile SEO\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e8034c25c4bcb65c2be0f36ecf73cb1c3\"\u003e\u003ca href=\"#faqs\"\u003e\u003cstrong\u003eFAQs\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003chr\u003e\u003ch2 id=\"understand\"\u003e\u003cstrong\u003eUnderstanding SEO\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eSEO works by optimizing a web page with relevant information so search engines can store and reference it. This process is called indexing, during which search engines crawl web pages to analyze their content.\u003c/p\u003e\u003cp\u003eFor Professional Websites and Therapy Finder profiles, this includes details about your practice such as the services you offer, treatment approaches, payment methods, and location.\u003c/p\u003e\u003cp\u003eSearch engines like Google automatically index new and updated pages on a rolling basis. This process can take anywhere from a few days to a few weeks. Once indexed, your pages can appear in keyword-based and location-based search results.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"optimizing\"\u003e\u003cstrong\u003eOptimizing SEO for your Professional Website\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eMany factors can impact the SEO of your Professional Website. While SimplePractice Professional Websites are already optimized for mobile and desktop experiences, you can customize certain elements to improve how your site ranks in search results.\u003c/p\u003e\u003cp\u003eSearch engines rank websites based on how relevant their content is to user searches. You can customize your page title and description to better align with common search terms.\u003c/p\u003e\u003cp\u003eTo customize your page title and description:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ea14cb2526ebf0b40f14a2a1857e06466\"\u003eNavigate to \u003cstrong\u003eMarketing \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/marketing/website_and_domains\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eWebsite and domain\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ed0d715c0fdbcbaed318ceca1217f04c1\"\u003eClick \u003cstrong\u003eEdit website\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/27986135286925\" alt=\"Marketing settings page showing the Edit website button selected\"\u003e\u003c/p\u003e\u003col start=\"3\"\u003e\u003cli data-list-item-id=\"ee1bd8646ad675618a1f82ba577c3856b\"\u003eIn the \u003ca href=\"https://secure.simplepractice.com/practice_settings/website_editor\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eProfessional Website builder\u003c/strong\u003e\u003c/a\u003e, select \u003cstrong\u003eEdit Website\u003c/strong\u003e in the upper right corner\u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/27986120701837\" alt=\"Professional Website builder with the Edit Website button highlighted\"\u003e\u003c/p\u003e\u003col start=\"4\"\u003e\u003cli data-list-item-id=\"eaa701f38ed73dd7de8963613bccd0380\"\u003eClick \u003cstrong\u003eOnline Discoverability (SEO)\u003c/strong\u003e\n\u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/27986120702989\" alt=\"Online Discoverability (SEO) section selected in the website editor\"\u003e\u003c/p\u003e\u003col start=\"5\"\u003e\n\u003cli data-list-item-id=\"e3523cff6512ae2a179751cbcc9cb0e27\"\u003eEnter a \u003cstrong\u003ePage Title\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e694caa07a04186f812dd67c18c3d8045\"\u003eUse complete phrases to fill out the \u003cstrong\u003ePage Description\u003c/strong\u003e\u003cul\u003e\u003cli data-list-item-id=\"ed6f79f0f382e9067f6553eb75330065f\"\u003e\n\u003cstrong\u003eTip:\u003c/strong\u003e Search engines evaluate sentence structure and may rank pages lower if descriptions contain only a string of keywords\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e3b46eeab14ffb827fc2ef06d6c7c8482\"\u003eClick \u003cstrong\u003eSave Changes\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/27986135301389\" alt=\"Page title and description fields completed in the website editor\"\u003e\u003c/p\u003e\u003cp\u003eThe following strategies can also help increase your Professional Website’s search ranking:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e8534214db972034b29e1b4329b972561\"\u003eInclude your practice information on online business directories such as Yelp and LinkedIn\u003cul\u003e\n\u003cli data-list-item-id=\"e37e0b49007ada8fa74362392dc34d09c\"\u003eListings increase visibility and improve SEO ranking\u003c/li\u003e\n\u003cli data-list-item-id=\"ef26c781a83faaeb026262842bd17d9e8\"\u003eEach external mention acts as an endorsement for search engines\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ee7e7e1a7bca00ba3015ada14fd4a0a44\"\u003eKeep your Professional Website up to date\u003cul\u003e\n\u003cli data-list-item-id=\"ea768ad4703afa065f6f97a5be6e2b5d7\"\u003eYour site pulls public information from \u003cstrong\u003eMarketing \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/marketing/public_information\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eProfile\u003c/strong\u003e\u003c/a\u003e, including Contact options, Associated Identities, Insurance and Fees, and Social Media\u003c/li\u003e\n\u003cli data-list-item-id=\"e18b1f2066c2ac5cbc52713df710edb42\"\u003eFor more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/37278206147981-Customizing-your-profile-for-the-Directory-and-Professional-Website\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eCustomizing your profile for the Directory and Professional Website\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e3facd1fb87f18b370ab1bf2cc9687d40\"\u003eCollect testimonials\u003cul\u003e\n\u003cli data-list-item-id=\"eb2d689d185ce42e1106120873eb4f18d\"\u003eTestimonials can be added to the \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/41918566671501-Collecting-and-adding-testimonials\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eTestimonials\u003c/strong\u003e\u003c/a\u003e section of your Professional Website\u003c/li\u003e\n\u003cli data-list-item-id=\"ecce7a287972db90e3ad930a6ed2974f0\"\u003eTestimonials require a signed \u003cstrong\u003eTestimonial Release Form\u003c/strong\u003e, available in \u003cstrong\u003eSettings \u0026gt; Documentation \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/practice_settings/note_templates\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eTemplate library\u003c/strong\u003e\u003c/a\u003e \u003cstrong\u003e\u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/practice_settings/note_templates/library\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ePre-built templates\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ed71edf2ad8d0d1a6b935d8410830b709\"\u003eDisplay your social media links\u003cul\u003e\n\u003cli data-list-item-id=\"e6d7602d7eec718a688d0269de42860f0\"\u003eSocial media links help build traffic across your online presence and improve search rankings\u003c/li\u003e\n\u003cli data-list-item-id=\"e92198bf4e221b24e4310f572467c227c\"\u003eTo add this in the \u003ca href=\"https://secure.simplepractice.com/practice_settings/website_editor\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eProfessional Website builder\u003c/strong\u003e\u003c/a\u003e, click \u003cstrong\u003eEdit Website \u0026gt; Social Media \u0026gt; Save Changes\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/27986235488909\" alt=\"Social Media section with Save Changes button highlighted\"\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e69c9c2ac96f03b35ea2490066a98708a\"\u003eManage your introduction’s word count\u003cul\u003e\n\u003cli data-list-item-id=\"e9a4afc9ff4b7ae05f50e454d3790ded4\"\u003eUpdate \u003cstrong\u003eYour Introduction\u003c/strong\u003e in \u003cstrong\u003eMarketing \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/marketing/public_information\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eProfile\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e8f6b08fd6d81b9901ab67749351d2e2c\"\u003eKeeping your introduction between 700–750 words helps search engines assess content quality\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e8288770f6cf160e5ed46f8af6bfa98c6\"\u003eInclude a Practice Logo\u003cul\u003e\n\u003cli data-list-item-id=\"ef46aefb3de704e89c9853d0de2905f94\"\u003eUpload a logo in \u003cstrong\u003eSettings \u0026gt; Practice \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/practice_settings/practice_details\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ePractice details\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"efb8b0653e9de00bf3bd0f06df8879d0d\"\u003eName the image file using relevant keywords, such as “anxietytherapist.jpg”\u003c/li\u003e\n\u003cli data-list-item-id=\"ead96ca858f2b86c37e48081b508b1fc7\"\u003eRelevant images can improve search engine rankings and drive traffic\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eFor more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360047181832-Setting-up-your-Professional-Website\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSetting up your Professional Website\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"improvingy\"\u003e\u003cstrong\u003eImproving your Therapy Finder profile SEO\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eSimplePractice uses an aggressive SEO strategy for the \u003ca href=\"https://therapyfinder.com\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eTherapy Finder Directory\u003c/strong\u003e\u003c/a\u003e. While traffic is driven to the directory overall, individual profiles surface based on search parameters and filters.\u003c/p\u003e\u003cp\u003eYour Therapy Finder profile may appear in search results when users search for your name, practice name, location, or specific services—particularly in less populated regions or for less common specialties.\u003c/p\u003e\u003cp\u003eWithin Therapy Finder, profiles are ranked based on applied search criteria and internal ranking factors. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/37271545391117-Building-a-rich-Therapy-Finder-profile\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eBuilding a rich Therapy Finder profile\u003c/strong\u003e\u003c/a\u003e and \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/37170656954765-Getting-started-with-Therapy-Finder\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eGetting started with Therapy Finder\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"faqs\"\u003e\u003cstrong\u003eFAQs\u003c/strong\u003e\u003c/h2\u003e\u003ch3 id=\"whenwillmy\"\u003e\u003cstrong\u003eWhen will my Professional Website and/or Therapy Finder profile appear in search results?\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eYour Professional Website and Therapy Finder profile won’t appear immediately after publishing. Indexing can take a few days to a few weeks before pages begin appearing in search results.\u003c/p\u003e\u003chr\u003e\u003ch3 id=\"whyismypro1\"\u003e\u003cstrong\u003eWhy is my Professional Website and/or Therapy Finder profile appearing so low in search results?\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eCompetition varies by location and specialty. Generic searches in densely populated areas often return many results. Highlighting unique services or approaches can improve visibility.\u003c/p\u003e\u003chr\u003e\u003ch3 id=\"whyismypro2\"\u003e\u003cstrong\u003eWhy is my Professional Website and/or Therapy Finder Profile displaying outdated information?\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eUpdates made in your \u003ca href=\"https://secure.simplepractice.com/marketing/public_information\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eMarketing Profile\u003c/strong\u003e\u003c/a\u003e and \u003ca href=\"https://secure.simplepractice.com/practice_settings/website_editor\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eProfessional Website builder\u003c/strong\u003e\u003c/a\u003e publish immediately, but search engines may take time to reflect those changes.\u003c/p\u003e\u003chr\u003e\u003ch3 id=\"whyaminota\"\u003e\u003cstrong\u003eWhy am I not appearing in search results on Therapy Finder for my area?\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eTo appear in location-based Therapy Finder searches, you must have an appointment at that office location within the last 3 months.\u003c/p\u003e\u003cp\u003eIf needed, you can schedule a recurring placeholder appointment using the Jamie Appleseed demo client.\u003c/p\u003e\u003cp\u003eTo create a placeholder appointment:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ec851d92274c753f165b3b1e4996a37ab\"\u003eNavigate to your \u003ca href=\"https://secure.simplepractice.com/calendar/appointments\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eCalendar\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ef28ed70e16f73011d8132fcdf30f54d4\"\u003eClick the \u003cstrong\u003e+\u003c/strong\u003e icon \u0026gt; \u003cstrong\u003eSchedule appointment\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e18bfc32ad9f09bbacd78e1361b700114\"\u003eSelect \u003cstrong\u003eJamie Appleseed\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ed4972400a81db7fff68c311ebd690bd6\"\u003eUpdate the \u003cstrong\u003eLocation\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e1e4d0d8e1c6b78f81054d270ac704836\"\u003eEnable \u003cstrong\u003eRecurring\u003c/strong\u003e and select \u003cstrong\u003eEvery 3 months\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/27986613232269\" alt=\"Recurring placeholder appointment scheduled for the Jamie Appleseed demo client\"\u003e\u003c/figure\u003e\u003col start=\"6\"\u003e\u003cli data-list-item-id=\"e8caaafd3e87ff5a518cdf54b14766ded\"\u003eClick \u003cstrong\u003eDone\u003c/strong\u003e\n\u003c/li\u003e\u003c/ol\u003e","user_segment_ids":[],"snippet":"based on \u003cem\u003esearch\u003c/em\u003e parameters and filters. Your Therapy Finder profile may appear in \u003cem\u003esearch\u003c/em\u003e results when users \u003cem\u003esearch\u003c/em\u003e for your","result_type":"article"},{"id":360010129451,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/360010129451.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/360010129451-Saving-a-Discharge-Summary-for-a-client","author_id":398386804592,"comments_disabled":true,"draft":false,"promoted":false,"position":11,"vote_sum":-10,"vote_count":16,"upvote_count":3,"downvote_count":13,"section_id":44118102467853,"created_at":"2018-07-27T21:00:28Z","updated_at":"2026-03-09T19:16:06Z","name":"Saving a Discharge Summary for a client","title":"Saving a Discharge Summary for a client","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-12-13T03:44:47Z","user_segment_id":null,"permission_group_id":1743872,"content_tag_ids":["01KC5J9S70G6Z002B89KY8ZSHG","01KC5JAA8KBW9RTYJ1AMG75QD9","01KC7EQ08BHAAZZX6P4XRM2A24"],"label_names":["notes","summary","discharge","template","documentation"],"body":"\u003cp\u003eWhen you discharge a client from your practice, you can record their status in their profile by creating a Discharge Summary. SimplePractice includes a Discharge Summary template, which you can customize and use for your clients.\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e06d11883c7058e89bb4d045d1a0fb590\"\u003e\u003ca href=\"#addingthedis\"\u003e\u003cstrong\u003eAdding the Discharge Summary template\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e8d7e6b2de0e9a777a5e32e8d9a8e53c6\"\u003e\u003ca href=\"#creatingad\"\u003e\u003cstrong\u003eCreating a Discharge Summary in a client's profile\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003chr\u003e\u003ch2 id=\"addingthedis\"\u003e\u003cstrong\u003eAdding the Discharge Summary template\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eBy default, the Discharge Summary Note is available as a template in your account. To confirm this, navigate to \u003cstrong\u003eSettings \u0026gt; Documentation \u0026gt;\u003c/strong\u003e \u003ca href=\"https://secure.simplepractice.com/practice_settings/note_templates/library\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eTemplate library\u003c/strong\u003e\u003c/a\u003e and view the \u003cstrong\u003eOther documents\u003c/strong\u003e section.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/26713700959117\" alt=\"Template library showing Discharge Summary Note\"\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e To preview this template, click the eye symbol next to \u003cstrong\u003eDischarge Summary Note\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003eIf the template isn’t already listed, you can add it from the pre-built templates:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e105d254c28d785bad756c635644a533d\"\u003eNavigate to \u003cstrong\u003eSettings \u0026gt; Documentation \u0026gt;\u003c/strong\u003e \u003ca href=\"https://secure.simplepractice.com/practice_settings/note_templates/library\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eTemplate library\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ea23ba8b08a2e1e033e5a9f37658e024a\"\u003eClick \u003cstrong\u003eBrowse pre-built templates\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eeae1ca1287a0a16652b2137f0e22686f\"\u003eScroll to the \u003cstrong\u003eOther documents \u003c/strong\u003esection\u003c/li\u003e\n\u003cli data-list-item-id=\"e54bf769b4ab91d89671a0d739efcd7de\"\u003eSelect \u003cstrong\u003e+ Add\u003c/strong\u003e next to \u003cstrong\u003eDischarge Summary Note\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/26713762795021\" alt=\"Pre-built templates list showing Discharge Summary Note\"\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e To preview the Discharge Summary Note before adding it, click the eye symbol next to \u003cstrong\u003e+ Add\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003eYou can customize the template based on your practice’s needs. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/23954192990477-Creating-a-new-template-and-accessing-the-template-builder\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eCreating a new template and accessing the template builder\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"creatingad\"\u003e\u003cstrong\u003eCreating a Discharge Summary in a client's profile\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eTo create a Discharge Summary for your client:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"eda63f90a2c0537db015531c2b1134449\"\u003eNavigate to the client's \u003cstrong\u003eOverview\u003c/strong\u003e page\u003c/li\u003e\n\u003cli data-list-item-id=\"e2729c5c68fdabf2ddc335591e5d765cd\"\u003eClick \u003cstrong\u003eNew \u0026gt; Other document\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/26713823657357\" alt=\"Client Overview page showing New \u0026gt; Other document\"\u003e\u003c/p\u003e\u003col start=\"3\"\u003e\u003cli data-list-item-id=\"eb2289cccae622c83e5409a4828893a7b\"\u003eSelect \u003cstrong\u003eDischarge Summary Note\u003c/strong\u003e from the dropdown menu \u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/26713899856525\" alt=\"Other document selection showing Discharge Summary Note\"\u003e\u003c/p\u003e\u003col start=\"5\"\u003e\n\u003cli data-list-item-id=\"eaccdbb89df0d39d4a407b9a65df42fba\"\u003eEnter the necessary information\u003c/li\u003e\n\u003cli data-list-item-id=\"e49660e496a7bb1d635f7f9f2c49f8658\"\u003eClick \u003cstrong\u003eSave\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eAfter completing the Discharge Summary Note, click \u003cstrong\u003eSign\u003c/strong\u003e in the top right corner. Review your signature and click \u003cstrong\u003eSign and lock\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/26713904657421\" alt=\"Sign and lock option for other document\"\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e For additional details, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/41863613529997-Adding-other-documents#signingand\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSigning, locking, and unlocking an other document\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e","user_segment_ids":[],"snippet":"the Other \u003cem\u003edocuments\u003c/em\u003e section. \u003cem\u003eNote\u003c/em\u003e: To preview this template, click the eye symbol next to Discharge Summary \u003cem\u003eNote\u003c/em\u003e. If the","result_type":"article"},{"id":41863613529997,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/41863613529997.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/41863613529997-Adding-other-documents","author_id":1900071729767,"comments_disabled":true,"draft":false,"promoted":false,"position":1,"vote_sum":-1,"vote_count":1,"upvote_count":0,"downvote_count":1,"section_id":44118102467853,"created_at":"2025-12-11T20:46:55Z","updated_at":"2026-03-19T22:09:06Z","name":"Adding other documents","title":"Adding other documents","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-03-19T22:09:06Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KC5AFSB1D0BFN56NV82AD0NQ","01KC5J9S70G6Z002B89KY8ZSHG","01KC5JAA8KBW9RTYJ1AMG75QD9","01KC7JPVSHKE3H979RPVQN9YVA","01KC7JQ6C0WF0FZCW1W8ACJ2CR"],"label_names":["esignature","documentation","roi","other document","clinical notes"],"body":"\u003cp\u003eOther documents are clinical or administrative forms to a client's profile that aren't tied to an appointment. This guide covers how to add, view, sign, share, amend, and print other documents in SimplePractice.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e Other documents are only available with the \u003ca href=\"https://www.simplepractice.com/pricing/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eEssential and Plus plans\u003c/strong\u003e\u003c/a\u003e. This feature isn’t available for Starter plan accounts.\u003c/p\u003e\u003cp\u003eIn this article, we’ll cover:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ee51074ede215ccc4c6a92f6d7dee3b87\"\u003e\u003ca href=\"#addinganot\"\u003e\u003cstrong\u003eAdding an other document to a client's file\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e87be560b0752b81475d9b179c4d7c37c\"\u003e\u003ca href=\"#viewingore\"\u003e\u003cstrong\u003eEditing, printing, downloading, or deleting an other document\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e7aff3a6b28e7774e1e19141ffcdc87a2\"\u003e\u003ca href=\"#signingand\"\u003e\u003cstrong\u003eSigning and locking an other document\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e7827a29e834fbeeb85befa48df632f12\"\u003e\u003ca href=\"#sharingano\"\u003e\u003cstrong\u003eSharing an other document with a client for e-signature\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ee61aec1fc0402e9cca0baf7f156f1683\"\u003e\u003ca href=\"#printingor\"\u003e\u003cstrong\u003eUnlocking a locked other document\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003chr\u003e\u003ch2 id=\"addinganot\"\u003e\u003cstrong\u003eAdding an other document to a client's file\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/5w088pzl6l\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003cp\u003eTo add an other document to a client's file:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ee6daa5d6bd27587ae9f8452c65d41780\"\u003eNavigate to the client’s \u003cstrong\u003eOverview\u003c/strong\u003e page\u003c/li\u003e\n\u003cli data-list-item-id=\"eaee9ed872a77f401523d4dc3b6d252c3\"\u003eClick \u003cstrong\u003eNew \u0026gt; Other document\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2558/1354;\" src=\"https://support.simplepractice.com/hc/article_attachments/41863597554701\" alt=\"Client Overview page with New \u0026gt; Other document option highlighted\" width=\"2558\" height=\"1354\"\u003e\u003c/figure\u003e\u003col start=\"3\"\u003e\u003cli data-list-item-id=\"ec7ca9baf3a6b591f7528e22131bc0d51\"\u003eSelect the \u003cstrong\u003eOther document\u003c/strong\u003e template you want to use from the dropdown\u003c/li\u003e\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1351;\" src=\"https://support.simplepractice.com/hc/article_attachments/42031409058829\" alt=\"Dropdown for template in other document\" width=\"2560\" height=\"1351\"\u003e\u003c/figure\u003e\u003cp\u003eTo add a template to the dropdown, see:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e079044055b8ac0ecad1c2e64d4e61a9a\"\u003e\n\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/25039088555149-Using-pre-built-templates-and-your-template-library#accessingo\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAdding a pre-built template\u003c/strong\u003e\u003c/a\u003e or \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/23954192990477\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eCreating a new template and accessing the template builder\u003c/strong\u003e\u003c/a\u003e to add it to your template library\u003c/li\u003e\n\u003cli data-list-item-id=\"ecaed2841bafa40c23ed26f40b0b75602\"\u003e\n\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/25039088555149-Using-pre-built-templates-and-your-template-library#managing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eManaging your template library\u003c/strong\u003e\u003c/a\u003e\u003cstrong\u003e \u003c/strong\u003eto add it to available templates to use when you're creating documentation\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eNext, follow the steps below:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e223e3b9079d309bc72f6500637697c9e\"\u003eComplete the fields for the other document\u003c/li\u003e\n\u003cli data-list-item-id=\"e38ced9fcf2bdc44ab74be956e8c6e205\"\u003eAssign the \u003cstrong\u003eDate and time of document\u003c/strong\u003e\u003cul\u003e\u003cli data-list-item-id=\"ebca616e19a5d2e79b93eb7952900d9e9\"\u003eThis will determine where the other document appears on the client’s \u003cstrong\u003eOverview\u003c/strong\u003e page\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e3caf14f19aedcfeacd2c75630bcffa9f\"\u003eCheck the box for \u003cstrong\u003eInclude diagnosis code on the printed document\u003c/strong\u003e to include the diagnosis code on the PDF version\u003c/li\u003e\n\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2558/1356;\" src=\"https://support.simplepractice.com/hc/article_attachments/41863597556109\" alt=\"Other document form with Include diagnosis code on the printed document checkbox selected\" width=\"2558\" height=\"1356\"\u003e\u003c/figure\u003e\u003col start=\"4\"\u003e\u003cli data-list-item-id=\"e9bbe87fe3846b06b887878ae8800aa5c\"\u003eClick \u003cstrong\u003eSave\u003c/strong\u003e\n\u003c/li\u003e\u003c/ol\u003e\u003cp\u003eThe primary clinician will be noted as the provider for a client’s other document.\u003c/p\u003e\u003cp\u003eYou can click \u003cstrong\u003eDocumentation history\u003c/strong\u003e in the top right corner at any time to view any past documentation for the client. For additional information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/18510509280525-Using-progress-and-psychotherapy-notes#viewingdoc\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eViewing documentation history\u003c/strong\u003e\u003c/a\u003e. \u003c/p\u003e\u003cp class=\"cn-tip\"\u003e\u003cstrong\u003eTip: \u003c/strong\u003eWhen completing your other documents, you can save time with snippets and macros. To learn how these features work, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/23629042253453-Using-snippets\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eUsing snippets\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"viewingore\"\u003e\u003cstrong\u003eEditing, printing, downloading, or deleting an other document\u003c/strong\u003e\u003c/h2\u003e\u003cdiv class=\"zd-html-block\"\u003e\u003cp\u003e\u003cstrong\u003eImportant:\u003c/strong\u003e Locked other documents can’t be edited or deleted. To make changes, see \u003ca href=\"#printingor\"\u003e\u003cstrong\u003eUnlocking a locked other document\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003c/div\u003e\u003cp\u003eTo edit an other document, click the \u003cstrong\u003eOther document\u003c/strong\u003e title from the client's \u003cstrong\u003eOverview \u003c/strong\u003epage and select the pencil icon. You can also hover over the other document and click the \u003cstrong\u003eEdit\u003c/strong\u003e button.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1345;\" src=\"https://support.simplepractice.com/hc/article_attachments/41864127219469\" alt=\"Edit other document on the client Overview page\" width=\"2560\" height=\"1345\"\u003e\u003c/figure\u003e\u003cp\u003eTo print or delete an other document from the client's \u003cstrong\u003eOverview\u003c/strong\u003e page, hover over the other document and click the printer or trash can icon. To print, download, and delete an unlocked other document while viewing it, click \u003cstrong\u003eMore \u003c/strong\u003eand select the appropriate option.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2560/1347;\" src=\"https://support.simplepractice.com/hc/article_attachments/41998450342669\" alt=\"More options for other document\" width=\"2560\" height=\"1347\"\u003e\u003c/figure\u003e\u003chr\u003e\u003ch2 id=\"signingand\"\u003e\u003cstrong\u003eSigning and locking an other document\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eAfter you've completed an other document for a client, you can lock the other document and sign it with an e-signature:\u003c/p\u003e\u003col\u003e\u003cli data-list-item-id=\"e947c702fe3e32ad912806eca3774686f\"\u003eWhen viewing the other document, click \u003cstrong\u003eSign\u003c/strong\u003e\n\u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/41863613514637\" alt=\"Other document with Sign button highlighted\"\u003e\u003c/p\u003e\u003col start=\"2\"\u003e\n\u003cli data-list-item-id=\"e0cf1f7646038b39d21ea221b7642d377\"\u003eIf needed, you can edit the \u003cstrong\u003eProvider Name\u003c/strong\u003e and \u003cstrong\u003eCredentials\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e6a6e08064d2f809e67b5ddb85378b5a0\"\u003eWhen ready, click \u003cstrong\u003eSign and lock\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/41863597561997\" alt=\"Sign and lock document modal with provider name and credentials fields\"\u003e\u003c/p\u003e\u003cp\u003eYou'll then see your electronic signature under \u003cstrong\u003eSignatures\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/41863613517197\" alt=\"Other document with clinician's electronic signature shown under Signatures section\"\u003e\u003c/p\u003e\u003cp\u003eIf you’re under supervision, you can click \u003cstrong\u003eSign and share\u003c/strong\u003e to send the other document to your supervisor for review. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360048689851-Adding-a-Supervisor-to-review-and-sign-notes\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eReviewing and signing documentation under supervision\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp class=\"cn-fyi\"\u003e\u003cstrong\u003eNote:\u003c/strong\u003e There currently isn't a way to customize this signature further.\u003c/p\u003e\u003cp\u003eOnce you sign an other document, it’ll automatically be locked.  If it hasn't been \u003ca href=\"#sharingano\"\u003e\u003cstrong\u003eshared and signed\u003c/strong\u003e\u003c/a\u003e\u003cstrong\u003e \u003c/strong\u003eby the client, it can be unlocked if you need to amend, correct, or clarify the plan. For more information, see \u003ca href=\"#printingor\"\u003e\u003cstrong\u003eUnlocking a diagnosis and treatment plan\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"sharingano\"\u003e\u003cstrong\u003eSharing an other document with a client for e-signature\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eAfter signing and locking an other document, you can share it with a client or contact so they can electronically sign it. To do this:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e4f32be32d9b48942e202b59784cbe94a\"\u003eNavigate to the client's \u003cstrong\u003eOverview\u003c/strong\u003e page\u003c/li\u003e\n\u003cli data-list-item-id=\"e7c660cab53135b73b0db6db1659b0379\"\u003eClick the \u003cstrong\u003eOther document\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e12d98edf4668fd1ecece8134e512f21f\"\u003eSelect \u003cstrong\u003eShare\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2558/1352;\" src=\"https://support.simplepractice.com/hc/article_attachments/41863597564813\" alt=\"Other document with Share button highlighted\" width=\"2558\" height=\"1352\"\u003e\u003c/figure\u003e\u003col start=\"4\"\u003e\u003cli data-list-item-id=\"ed4c874147570185944264cfcd8c50698\"\u003eReview the information being sent and click \u003cstrong\u003eContinue to Email\u003c/strong\u003e\n\u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cstrong\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/41863613517965\" alt=\"Share other document email preview modal\" width=\"1999\" height=\"1037\"\u003e\u003c/strong\u003e\u003c/p\u003e\u003col start=\"5\"\u003e\u003cli data-list-item-id=\"e5ef7e748105e1cce1dfcedc63a0677f4\"\u003eReview the content of the email and choose \u003cstrong\u003eContinue to Review \u0026gt; Share \u0026amp; Send Now\u003c/strong\u003e\u003cul\u003e\u003cli data-list-item-id=\"e814091bbb18a38543897fd97f15568cd\"\u003eThe email content can be edited manually, or you can customize the default content by following the instructions in \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/24581916235405-Setting-up-appointment-and-time-of-scheduling-reminders#customizingemail\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eCustomizing email reminders\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\u003c/ol\u003e\u003cp\u003eYou can view the status of an other document that's been sent for signature under the \u003cstrong\u003eFiles\u003c/strong\u003e tab on the client's \u003cstrong\u003eOverview\u003c/strong\u003e page.\u003c/p\u003e\u003cdiv class=\"zd-html-block\"\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/41863613518989\" alt=\"Client Overview Files tab showing document status for e-signature\"\u003e\u003c/p\u003e\u003c/div\u003e\u003cp\u003eAfter the client signs the document, their signature will also be displayed below the provider’s when you're viewing the other document.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/41863597569037\" alt=\"Other document Signatures section showing both clinician and client signatures\"\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"printingor\"\u003e\u003cstrong\u003eUnlocking a locked other document\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003eImportant: \u003c/strong\u003eThis feature should be used with care and in a manner that's consistent with HIPAA requirements and professional ethics. While this feature is built in a HIPAA-compliant way, you and your team members are ultimately responsible for safeguarding the information in your SimplePractice account. For more information on maintaining HIPAA compliance when unlocking documentation, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/28743754453773-Using-progress-and-psychotherapy-notes-for-individual-appointments#howtoamend\" target=\"_self\"\u003e\u003cstrong\u003eUnlocking a locked progress note\u003c/strong\u003e\u003c/a\u003e\u003cstrong\u003e.\u003c/strong\u003e\u003c/p\u003e\u003cp\u003eTo unlock the other document:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e7a69b630f23606358a8cac193151e781\"\u003eNavigate to the other document in question from the client's \u003cstrong\u003eOverview\u003c/strong\u003e page\u003c/li\u003e\n\u003cli data-list-item-id=\"e4d44f7c193148c6403c9e841187ee5d1\"\u003eClick \u003cstrong\u003eUnlock\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2558/1356;\" src=\"https://support.simplepractice.com/hc/article_attachments/41863597569805\" alt=\"Locked other document with Unlock button highlighted\" width=\"2558\" height=\"1356\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eIf you're not seeing this option, you may need permission to unlock other documents. To be granted permission for this, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360052248892-Adding-and-managing-team-members#updatingat\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eUpdating a team member’s roles\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003col start=\"3\"\u003e\n\u003cli data-list-item-id=\"e65837fd5be8eb3e527defe4b3fc77125\"\u003eReview the \u003cstrong\u003eNotice of Data Integrity\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ea3d4f8b9e94e4457989ce8513a3cf7e1\"\u003eEnter the \u003cstrong\u003eReason for unlocking\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e2978c05199d3bef6e0b4876f99b64f2f\"\u003eClick \u003cstrong\u003eAccept \u0026amp; Unlock\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eAfter the other document is unlocked, you’ll see an unlocked message beneath it.\u003c/p\u003e","user_segment_ids":[],"snippet":"sign, share, amend, and print other \u003cem\u003edocuments\u003c/em\u003e in SimplePractice. \u003cem\u003eNote\u003c/em\u003e: Other \u003cem\u003edocuments\u003c/em\u003e are only available with the Essential","result_type":"article"},{"id":42091563950221,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/42091563950221.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/42091563950221-Using-outside-features-on-the-mobile-app-for-iPhone-iPad","author_id":1900071729767,"comments_disabled":true,"draft":false,"promoted":false,"position":11,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":42152212994957,"created_at":"2025-12-19T23:10:19Z","updated_at":"2026-06-17T18:29:00Z","name":"Using outside features on the mobile app for iPhone/iPad","title":"Using outside features on the mobile app for iPhone/iPad","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-17T18:29:00Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KC5J9S70G6Z002B89KY8ZSHG","01KC61Z1FS3TQRRXK6VQTDTDY6","01KC8EK8G0P5NM9Q3VEM1T5SE5","01KCWE4HS51YYSCFMBQQE4CG25","01KCWE4P0ZJBDZQD0F9GXCB0KT"],"label_names":["ios","mobile","live text","airprint","keyboard"],"body":"\u003cp\u003eYou can use a few features native to iOS on the mobile app, such as AirPrint and Live Text. You can also use a stylus or third-party keyboard. Below, we'll cover:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e36868eddce7c04bf8147c196ce2f8fc4\"\u003e\u003ca href=\"#h_01KCSHRP49VMWTR27XSGPDHFT6\"\u003e\u003cstrong\u003eAirPrint\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"eaac430123440e1b69b473c29fed75e48\"\u003e\u003ca href=\"#h_01KCSHQC3SN2NC2SVMM5W8FGDB\"\u003e\u003cstrong\u003eLive Text\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e14a23bbcfae812ff364384f4afb69ae6\"\u003e\u003ca href=\"#h_01KCSHXK2KH2AG5W11PS9GBCZK\"\u003e\u003cstrong\u003eStylus or third-party keyboard\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e To view our main guide on the mobile app for iOS, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/37999214579213-Getting-started-with-the-SimplePractice-for-Clinicians-app-on-iPhone-and-iPad\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eGetting started with the mobile app for iPhone/iPad\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"h_01KCSHRP49VMWTR27XSGPDHFT6\"\u003e\u003cstrong\u003eAirPrint\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eYou can wirelessly print documents directly from your iPhone or iPad to an AirPrint enabled printer. This includes invoices, files, and other documents you can view in the mobile app. To do this:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ee740807ca26ec8da24e0b01898ca6cb8\"\u003eView the document (i.e. \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/42048539325581-Managing-documentation-and-files-on-the-mobile-app-for-iPhone-iPad#addingappo\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eprogress note\u003c/strong\u003e\u003c/a\u003e, \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/42050582325773-Managing-a-client-s-billing-on-the-mobile-app-for-iPhone-iPad\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003einvoice\u003c/strong\u003e\u003c/a\u003e, \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/42048539325581-Managing-documentation-and-files-on-the-mobile-app-for-iPhone-iPad#files\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003efile\u003c/strong\u003e\u003c/a\u003e) in question\u003c/li\u003e\n\u003cli data-list-item-id=\"e60297af81bd9d40a3cafee9226af98d1\"\u003eTap the share icon at the bottom left\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg style=\"height: auto;\" src=\"https://support.simplepractice.com/hc/article_attachments/42091563946381\" alt=\"Invoice screen showing the share icon used to access printing options\" width=\"333\" height=\"1382\"\u003e\u003c/p\u003e\u003col start=\"3\"\u003e\n\u003cli data-list-item-id=\"e5653f89b02c18639290e7b8f29d1e162\"\u003eSelect \u003cstrong\u003ePrint\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eb94f5535ca81542718a8d6f518b6cdd6\"\u003eChoose the \u003cstrong\u003ePrinter\u003c/strong\u003e for the document, the number of copies and which pages you want to print\u003c/li\u003e\n\u003cli data-list-item-id=\"eae50095fc9db43378295c1547b9b1805\"\u003eTap \u003cstrong\u003ePrint\u003c/strong\u003e in the upper right\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e For more information, see \u003ca href=\"https://support.apple.com/en-us/HT201311\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAbout AirPrint\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"h_01KCSHQC3SN2NC2SVMM5W8FGDB\"\u003e\u003cstrong\u003eLive Text\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eWith iOS 15, iPadOS 15.5, or later, you can use your camera to scan or take a photo of handwritten notes, and transfer them into text to enter in the SimplePractice mobile app.\u003c/p\u003e\u003cp\u003eIf you’re a clinician who prefers to handwrite \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/42048539325581-Managing-documentation-and-files-on-the-mobile-app-for-iPhone-iPad#addingappo\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eprogress note\u003c/strong\u003e\u003c/a\u003e during a session, this can help you enter those notes into SimplePractice. For more information on Live Text, see \u003ca href=\"https://support.apple.com/en-us/HT212630\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eCopy and translate text from photos on your iPhone or iPad\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eImportant:\u003c/strong\u003e By using the native iOS Live Text feature, you recognize that you’re responsible for complying with all applicable privacy and data protection laws.\u003c/p\u003e\u003cp\u003eTo enable Live Text on your iPhone or iPad:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ed0ba407954723398f04f1e69bfaa9a54\"\u003eOpen \u003cstrong\u003eSettings\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ec40e788317ff98d8937acd05c891353c\"\u003eSelect \u003cstrong\u003eGeneral \u0026gt; Language \u0026amp; Region\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"edc35e170b8e3dcd986c6d65abadab66a\"\u003eToggle \u003cstrong\u003eLive Text\u003c/strong\u003e on\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg style=\"height: auto;\" src=\"https://support.simplepractice.com/hc/article_attachments/42091563946509\" alt=\"iPhone Settings showing General \u0026gt; Language \u0026amp; Region with the Live Text toggle\" width=\"333\" height=\"652\"\u003e\u003c/p\u003e\u003cp\u003eTurning \u003cstrong\u003eLive Text\u003c/strong\u003e on will enable a toggle for \u003cstrong\u003eShow Detected Text\u003c/strong\u003e in \u003cstrong\u003eSettings \u0026gt; Camera\u003c/strong\u003e. To set up this feature, navigate to \u003cstrong\u003eSettings \u0026gt; Camera\u003c/strong\u003e and toggle on \u003cstrong\u003eShow Detected Text\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003e\u003cimg style=\"height: auto;\" src=\"https://support.simplepractice.com/hc/article_attachments/42091563947533\" alt=\"iPhone Camera settings showing the Show Detected Text toggle\" width=\"333\" height=\"1004\"\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e When \u003cstrong\u003eLive Text\u003c/strong\u003e is turned off, the \u003cstrong\u003eShow Detected Text\u003c/strong\u003e option won’t appear under \u003cstrong\u003eSettings \u0026gt; Camera\u003c/strong\u003e. Both \u003cstrong\u003eLive Text\u003c/strong\u003e and \u003cstrong\u003eShow Detected Text\u003c/strong\u003e will need to be toggled on to enable this feature.\u003c/p\u003e\u003cp\u003eTo copy text in a photo or image:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e93b6c90eb44dfca7ffcca1d4d43683ad\"\u003eOpen the \u003cstrong\u003ePhotos\u003c/strong\u003e app\u003c/li\u003e\n\u003cli data-list-item-id=\"e4cb0e1ca94f91b5a156c208267b102bc\"\u003eSelect a photo\u003c/li\u003e\n\u003cli data-list-item-id=\"e3b03a578c60ec5eefc87ee25d44953db\"\u003eTouch and hold a word or group of words\u003c/li\u003e\n\u003cli data-list-item-id=\"e6ca4fb16d7afddeaca7b5bdf7efd1e72\"\u003eMove the grab points to adjust the selection, as needed\u003cul\u003e\u003cli data-list-item-id=\"e888a32df5e9b3e5702d82eceab643980\"\u003eTo select all of the text in the photo, tap \u003cstrong\u003eSelect All\u003c/strong\u003e\n\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e783e943d3e0a34956015aaac79e27bfe\"\u003eSelect \u003cstrong\u003eCopy\u003c/strong\u003e\u003cul\u003e\u003cli data-list-item-id=\"ef3d55bdb20568daa4e7cbfd3893fadc7\"\u003eTo select all of the text in the photo, tap \u003cstrong\u003eSelect All\u003c/strong\u003e\n\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; height: auto; width: 320.312px;\" src=\"https://support.simplepractice.com/hc/article_attachments/42091570302093\" alt=\"Selecting text from a photo using Live Text on iOS\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003cp\u003eAfter copying the text, you can paste it in your SimplePractice account.\u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1170/2532; height: auto; width: 320.312px;\" src=\"https://support.simplepractice.com/hc/article_attachments/42091570302349\" alt=\"Pasting copied Live Text into a SimplePractice progress note\" width=\"1170\" height=\"2532\"\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eImportant:\u003c/strong\u003e Copied text isn’t stored anywhere, and will be deleted as soon as any new text is copied.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"h_01KCSHXK2KH2AG5W11PS9GBCZK\"\u003e\u003cstrong\u003eStylus or third-party keyboard\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eYou can use a stylus (i.e. Apple Pencil) or a third-party keyboard to write notes in the mobile app.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eImportant:\u003c/strong\u003e To protect your privacy, make sure the third-party keyboard you use doesn't have full access to your data.\u003c/p\u003e\u003cp\u003eTo check what level of access your keyboard has on iOS:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ed42f13f494335a075b51717d7bc983ee\"\u003eNavigate to \u003cstrong\u003eSettings \u0026gt; General \u0026gt; Keyboard\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e456b637a6c17000cce5a67b1ea00765a\"\u003eSelect \u003cstrong\u003eKeyboards \u0026gt; [Name of keyboard]\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ef051fd1d31fa947b88d4e77bb2fdabb4\"\u003eMake sure that \u003cstrong\u003eAllow Full Access\u003c/strong\u003e is switched off\u003cul\u003e\u003cli data-list-item-id=\"e33bc46014dd51a21f127214ec74abd16\"\u003eIf you choose to use a third-party app, we recommend confirming how the app uses your data\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eTo use an Apple Pencil to handwrite notes on a tablet, your device must be updated to the latest version. With Apple Pencil, you can handwrite your notes into the text box, and your device will transcribe the note into text formatting.\u003c/p\u003e","user_segment_ids":[],"snippet":"files, and other \u003cem\u003edocuments\u003c/em\u003e you can view in the mobile app. To do this: View the \u003cem\u003edocument\u003c/em\u003e (i.e. progress \u003cem\u003enote\u003c/em\u003e, invoice, file","result_type":"article"},{"id":41959530341133,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/41959530341133.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/41959530341133-Administrative-roles-available-for-team-members","author_id":1900071729767,"comments_disabled":true,"draft":false,"promoted":false,"position":2,"vote_sum":3,"vote_count":3,"upvote_count":3,"downvote_count":0,"section_id":44118166114829,"created_at":"2025-12-15T22:32:40Z","updated_at":"2026-03-09T19:41:04Z","name":"Administrative roles available for team members","title":"Administrative roles available for team members","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-02-19T19:05:01Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KC5JFGESD2PV3SPQ5EHYF0RV","01KC7Z149D868P9ZSEF7VSC9NT","01KC8DVRR832KN8J8NVX1589TS","01KCJCBS0ES304518MRFCBQ1F7","01KCJCZYS2PF3R2M2EAGWDTR8X"],"label_names":["permissions","roles","admin","billing","scheduling"],"body":"\u003cp\u003eSimplePractice offers several administrative roles for team members who support the operational and billing needs of a practice. Team members can hold multiple administrative roles on top of a clinician and/or supervisor role. They can also be granted additional permissions as needed.\u003c/p\u003e\u003cp\u003eThis guide covers the administrative roles available for team members in SimplePractice:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e914367095dbb41e719e16927daed05ae\"\u003e\u003ca href=\"#practicema\"\u003e\u003cstrong\u003ePractice manager\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e738a5198267ae1b4965e8dc504c00863\"\u003e\u003ca href=\"#practicebi\"\u003e\u003cstrong\u003ePractice biller\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ee2d2ead9c540d8fc0a3cb638dbae48dd\"\u003e\u003ca href=\"#practicesc\"\u003e\u003cstrong\u003ePractice scheduler\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e896ae8e69fe4e291222dc80285c99ab2\"\u003e\u003ca href=\"#addingaddi\"\u003e\u003cstrong\u003eAdditional permissions for administrative staff\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e To review clinician roles, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360052700171-Team-member-roles-and-access-levels\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eClinician roles available for team members\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eAfter reviewing clinician and administrative roles, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360052248892-Adding-and-managing-team-members\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAdding and managing team members\u003c/strong\u003e\u003c/a\u003e to learn how to add team members and assign roles. \u003c/p\u003e\u003cp\u003eAdding team members is only available on the \u003ca href=\"https://www.simplepractice.com/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ePlus plan\u003c/strong\u003e\u003c/a\u003e. The practice manager role costs $39/month per person for team members without a clinician role. The practice biller, practice scheduler, and supervisor roles are free. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360052248892-Adding-and-managing-team-members#pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ePricing for team member roles\u003c/strong\u003e\u003c/a\u003e\u003cstrong\u003e.\u003c/strong\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"practicema\"\u003e\u003cstrong\u003ePractice manager\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e If the practice manager role is added to a team member who already has a clinician role, there will be no additional cost. For more details, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/115005956266-SimplePractice-pricing-and-subscription-FAQs\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSubscription plan and pricing FAQs\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003ePractice managers can perform the following actions for all clients in the practice.\u003c/p\u003e\u003cdiv\u003e\u003cfigure class=\"wysiwyg-table wysiwyg-table-align-left\" style=\"height: 213.562px; width: 731.031px;\"\u003e\u003ctable style=\"border-collapse: collapse; border-spacing: 0px; margin-left: 0px; margin-right: auto;\"\u003e\u003ctbody\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003e\u003cstrong\u003eClient care\u003c/strong\u003e\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003eCreate client profiles\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"background-color: rgb(240, 240, 240); padding: 5px 10px;\"\u003eDelete client profiles\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003eSearch for clients\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"background-color: rgb(240, 240, 240); padding: 5px 10px;\"\u003eView all documents uploaded by clients and the practice\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003eShare documents with clients\u003c/td\u003e\u003c/tr\u003e\n\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\u003c/div\u003e\u003cdiv\u003e\u003cfigure class=\"wysiwyg-table wysiwyg-table-align-left\" style=\"height: 142.375px; width: 731.031px;\"\u003e\u003ctable class=\"wysiwyg-table-resized\" style=\"border-collapse: collapse; border-spacing: 0px; margin-left: 0px; margin-right: auto;\"\u003e\n\u003ccolgroup\u003e\u003ccol style=\"width: NaN%;\"\u003e\u003c/colgroup\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003e\u003cstrong\u003eBilling\u003c/strong\u003e\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003eEdit clients’ billing info\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"background-color: rgb(240, 240, 240); padding: 5px 10px;\"\u003eView Payment Reports\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003eRequest coverage reports\u003c/td\u003e\u003c/tr\u003e\n\u003c/tbody\u003e\n\u003c/table\u003e\u003c/figure\u003e\u003c/div\u003e\u003cdiv\u003e\u003cfigure class=\"wysiwyg-table wysiwyg-table-align-left\" style=\"height: 66px; width: 731.031px;\"\u003e\u003ctable class=\"wysiwyg-table-resized\" style=\"border-collapse: collapse; border-spacing: 0px; margin-left: 0px; margin-right: auto;\"\u003e\n\u003ccolgroup\u003e\u003ccol style=\"width: NaN%;\"\u003e\u003c/colgroup\u003e\n\u003ctbody\u003e\n\u003ctr style=\"height: 22px;\"\u003e\u003ctd style=\"height: 22px; padding: 5px 10px;\"\u003e\u003cstrong\u003eOperations\u003c/strong\u003e\u003c/td\u003e\u003c/tr\u003e\n\u003ctr style=\"height: 22px;\"\u003e\u003ctd style=\"height: 22px; padding: 5px 10px;\"\u003eEdit note and form templates\u003c/td\u003e\u003c/tr\u003e\n\u003ctr style=\"height: 22px;\"\u003e\u003ctd style=\"background-color: rgb(240, 240, 240); height: 22px; padding: 5px 10px;\"\u003eAdd team members\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003eSend client announcements\u003c/td\u003e\u003c/tr\u003e\n\u003c/tbody\u003e\n\u003c/table\u003e\u003c/figure\u003e\u003c/div\u003e\u003cp\u003ePractice managers can access all \u003ca href=\"https://secure.simplepractice.com/practice_settings/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003esettings\u003c/strong\u003e\u003c/a\u003e except \u003ca href=\"https://secure.simplepractice.com/practice_settings/billing_information\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ePlan info\u003c/strong\u003e\u003c/a\u003e, which is restricted to the Account Owner.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e Practice managers can update the payout schedule, statement descriptor, bank account, and addresses for the practice’s online payments account. Any other changes must be requested by the Account Owner or business representative. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360024419532-Online-Payments-FAQs\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eOnline payments FAQs\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"practicebi\"\u003e\u003cstrong\u003ePractice biller\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003ePractice billers have limited access to all client profiles. They can manage billing documents, payments, billing reports, and payroll for all clients.\u003c/p\u003e\u003cdiv\u003e\u003cfigure class=\"wysiwyg-table wysiwyg-table-align-left\" style=\"height: 106.781px; width: 731.031px;\"\u003e\u003ctable style=\"border-collapse: collapse; border-spacing: 0px; margin-left: 0px; margin-right: auto;\"\u003e\u003ctbody\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003e\u003cstrong\u003eClient care\u003c/strong\u003e\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003eEdit appointments\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"background-color: rgb(240, 240, 240); padding: 5px 10px;\"\u003eSearch for clients\u003c/td\u003e\u003c/tr\u003e\n\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\u003c/div\u003e\u003cdiv\u003e\u003cfigure class=\"wysiwyg-table wysiwyg-table-align-left\" style=\"height: 391.531px; width: 731.031px;\"\u003e\u003ctable class=\"wysiwyg-table-resized\" style=\"border-collapse: collapse; border-spacing: 0px; margin-left: 0px; margin-right: auto;\"\u003e\n\u003ccolgroup\u003e\u003ccol style=\"width: NaN%;\"\u003e\u003c/colgroup\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003e\u003cstrong\u003eBilling\u003c/strong\u003e\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003eEdit clients’ billing info\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"background-color: rgb(240, 240, 240); padding: 5px 10px;\"\u003eEdit service fees\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003eCreate billing documents\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"background-color: rgb(240, 240, 240); padding: 5px 10px;\"\u003eAdd client payments\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003eAdd insurance payments\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"background-color: rgb(240, 240, 240); padding: 5px 10px;\"\u003eFile insurance claims\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003eView Payment Reports\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"background-color: rgb(240, 240, 240); padding: 5px 10px;\"\u003eRequest coverage reports\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003eRefund payments\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"background-color: rgb(240, 240, 240); padding: 5px 10px;\"\u003eView financial dashboard and reports\u003c/td\u003e\u003c/tr\u003e\n\u003c/tbody\u003e\n\u003c/table\u003e\u003c/figure\u003e\u003c/div\u003e\u003cp\u003ePractice billers can also:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"eb334a45b05859ed518ae8beb16258392\"\u003eView the calendar\u003c/li\u003e\n\u003cli data-list-item-id=\"ea0aa3751b98a647db5d35a015eafbcd4\"\u003eView client diagnoses\u003c/li\u003e\n\u003cli data-list-item-id=\"e03881949fc55a84b6c1971bb46acd2b1\"\u003eAdd and update client contact and demographic information\u003c/li\u003e\n\u003cli data-list-item-id=\"e6772d3fcdd72190bf2b1a81f970ae117\"\u003eView their own activity in the \u003ca href=\"https://secure.simplepractice.com/activity-log\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAccount Activity log\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e3bf82da3de18c750e3f42257b9974046\"\u003eAccess their own reminders\u003c/li\u003e\n\u003cli data-list-item-id=\"ed749129b63255d63af6a5845124573a3\"\u003e\n\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/115003629583-Getting-started-with-Secure-Messaging\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSecure Message\u003c/strong\u003e\u003c/a\u003e all clients and team members\u003c/li\u003e\n\u003c/ul\u003e\u003chr\u003e\u003ch2 id=\"practicesc\"\u003e\u003cstrong\u003ePractice scheduler\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003ePractice schedulers have a limited view of client profiles and can manage scheduling-related tasks for all clients.\u003c/p\u003e\u003cdiv\u003e\u003cfigure class=\"wysiwyg-table wysiwyg-table-align-left\" style=\"height: 249.156px; width: 731.031px;\"\u003e\u003ctable class=\"wysiwyg-table-resized\" style=\"border-collapse: collapse; border-spacing: 0px; margin-left: 0px; margin-right: auto;\"\u003e\n\u003ccolgroup\u003e\u003ccol style=\"width: NaN%;\"\u003e\u003c/colgroup\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003e\u003cstrong\u003eClient care\u003c/strong\u003e\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003eSchedule appointments\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"background-color: rgb(240, 240, 240); padding: 5px 10px;\"\u003eEdit appointments\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003eCreate client profiles\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"background-color: rgb(240, 240, 240); padding: 5px 10px;\"\u003eSearch for clients\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003eManage appointment requests\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"background-color: rgb(240, 240, 240); padding: 5px 10px;\"\u003eShare documents with clients\u003c/td\u003e\u003c/tr\u003e\n\u003c/tbody\u003e\n\u003c/table\u003e\u003c/figure\u003e\u003c/div\u003e\u003cdiv\u003e\u003cfigure class=\"wysiwyg-table wysiwyg-table-align-left\" style=\"height: 177.969px; width: 731.031px;\"\u003e\u003ctable class=\"wysiwyg-table-resized\" style=\"border-collapse: collapse; border-spacing: 0px; margin-left: 0px; margin-right: auto;\"\u003e\n\u003ccolgroup\u003e\u003ccol style=\"width: NaN%;\"\u003e\u003c/colgroup\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003e\u003cstrong\u003eBilling\u003c/strong\u003e\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003eEdit clients’ billing info\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"background-color: rgb(240, 240, 240); padding: 5px 10px;\"\u003eEdit service fees\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"padding: 5px 10px;\"\u003eCreate billing documents\u003c/td\u003e\u003c/tr\u003e\n\u003ctr\u003e\u003ctd style=\"background-color: rgb(240, 240, 240); padding: 5px 10px;\"\u003eAdd client payments\u003c/td\u003e\u003c/tr\u003e\n\u003c/tbody\u003e\n\u003c/table\u003e\u003c/figure\u003e\u003c/div\u003e\u003cp\u003ePractice schedulers can also:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"edf63c9e8c94ac927197abbb924a46865\"\u003eEdit existing client information\u003c/li\u003e\n\u003cli data-list-item-id=\"e1de9fc8b231de2e109ff12efe0ec8ca6\"\u003eAssign clinicians to clients\u003c/li\u003e\n\u003cli data-list-item-id=\"ef0c6f21e58eda804a54fda8434e19ce1\"\u003eModify clinician availability\u003c/li\u003e\n\u003cli data-list-item-id=\"e9a837983e66f97505e5259bccfc25ddf\"\u003eView their own activity in the \u003ca href=\"https://secure.simplepractice.com/activity-log\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAccount Activity log\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ef1e3d3c327f1b6309490ec64ff08f016\"\u003eAccess their own reminders\u003c/li\u003e\n\u003cli data-list-item-id=\"e6fe0a662188a7fc9bb9a27ac5d35731b\"\u003e\n\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/115003629583-Getting-started-with-Secure-Messaging\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSecure Message\u003c/strong\u003e\u003c/a\u003e with all clients and team members\u003c/li\u003e\n\u003cli data-list-item-id=\"eaf99f469edfc6f621cf546b0bdcdde8e\"\u003eView documents that have been sent or completed by clients\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eIf your practice has at least one clinician with ePrescribe enabled, Account Owners and practice managers can grant schedulers permission to view active and inactive medications.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2940/1596;\" src=\"https://support.simplepractice.com/hc/article_attachments/43656499700877\" alt=\"medpermission.simplepractice.scheduler.png\" width=\"2940\" height=\"1596\"\u003e\u003c/figure\u003e\u003cp\u003eWhen this is enabled, team members with the scheduler role can access the \u003cstrong\u003eMedications\u003c/strong\u003e tab in client profiles. Medication access for the scheduler role is view only, so they won’t be able to manage, edit, prescribe, or discontinue medications.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e An Account Owner, practice manager, or clinician with entire practice access must enable online appointment requests in \u003cstrong\u003eSettings \u0026gt; Scheduling \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/practice_settings/client_portal\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eClient Portal permissions\u003c/strong\u003e\u003c/a\u003e before availability can be modified. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/207624876\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eEnabling online appointment requests\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eBy default, when viewing a client's \u003cstrong\u003eFiles \u003c/strong\u003etab, practice schedulers can only see document titles and completion status. They'll also receive reminders for incomplete documents. For more information on the Files tab, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/20108059649421-Managing-the-client-s-Files-tab\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eManaging the client's Files tab\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e If a team member lacks permission to view or delete documentation attached to an appointment, they won’t be able to delete that appointment. For details, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/41930806138893-Deleting-an-appointment\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eDeleting an appointment\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"addingaddi\"\u003e\u003cstrong\u003eAdditional permissions for administrative staff\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eAccount Owners can grant additional permissions to administrative team members.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003ePractice managers\u003c/strong\u003e can be granted the following permissions:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e72864a625e13726bd0b8f1beb36e8392\"\u003eView and create chart notes\u003c/li\u003e\n\u003cli data-list-item-id=\"eab7fa9a0ade31d305eda29b266c4bc48\"\u003eView completed questionnaires and scored measures\u003c/li\u003e\n\u003cli data-list-item-id=\"e25105e91debb9223d9a0f75c6b92d44f\"\u003eView client documents\u003c/li\u003e\n\u003cli data-list-item-id=\"ef7af21d1dd0a89f990c31f222099101c\"\u003eSecure message with clients\u003c/li\u003e\n\u003cli data-list-item-id=\"e23655821237107047e15fe2a45d36af8\"\u003eView financial dashboards and reports\u003c/li\u003e\n\u003cli data-list-item-id=\"e9a867a892d56ee6d82ea3ef3d27a77f9\"\u003eExport client data\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003ePractice billers and practice schedulers\u003c/strong\u003e can be granted the following permissions:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ea1781d37041095963cd11d4b9110d178\"\u003eView and create chart notes\u003c/li\u003e\n\u003cli data-list-item-id=\"e44100607e18efb9279673fdcf8d83db7\"\u003eView completed questionnaires and scored measures\u003c/li\u003e\n\u003cli data-list-item-id=\"e55470b3e65e8c41e83f962bb98630d77\"\u003eView client documents\u003c/li\u003e\n\u003cli data-list-item-id=\"e8d79f75174f4f0e5587d992d54d2fdad\"\u003eView intake documents and uploaded files\u003c/li\u003e\n\u003cli data-list-item-id=\"e0bf44d4617e349cc119f53e4849339d0\"\u003eView active and inactive medications (schedulers only)\u003c/li\u003e\n\u003cli data-list-item-id=\"e936747f27760a107034f87e02ee09dc2\"\u003eSecure message with clients\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e Granting permission to view client documents allows access to \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/28743754453773-Using-progress-and-psychotherapy-notes-for-individual-appointments\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eprogress notes\u003c/strong\u003e\u003c/a\u003e, \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/28743754453773-Using-progress-and-psychotherapy-notes-for-individual-appointments\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003epsychotherapy notes\u003c/strong\u003e\u003c/a\u003e, \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/26718620392845-Adding-other-documents-diagnoses-and-treatment-plans#mentalstat\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003emental status exams\u003c/strong\u003e\u003c/a\u003e, \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/26718620392845-Adding-other-documents-diagnoses-and-treatment-plans#otherdocum\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eother documents\u003c/strong\u003e\u003c/a\u003e, \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/26718620392845-Adding-other-documents-diagnoses-and-treatment-plans#diagnoses\u0026amp;\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ediagnoses and treatment plans\u003c/strong\u003e\u003c/a\u003e, and \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/115003629583-Getting-started-with-Secure-Messaging#transcripts\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSecure Messaging transcripts\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e","user_segment_ids":[],"snippet":"clients \u003cem\u003eNote\u003c/em\u003e: Granting permission to view client \u003cem\u003edocuments\u003c/em\u003e allows access to progress \u003cem\u003enotes\u003c/em\u003e, psychotherapy \u003cem\u003enotes\u003c/em\u003e, mental","result_type":"article"},{"id":360033930231,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/360033930231.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/360033930231-Tracking-changes-and-viewing-account-activity","author_id":398386804592,"comments_disabled":true,"draft":false,"promoted":false,"position":3,"vote_sum":5,"vote_count":9,"upvote_count":7,"downvote_count":2,"section_id":44118118912781,"created_at":"2019-09-19T22:50:09Z","updated_at":"2026-03-09T00:29:37Z","name":"Tracking changes and viewing account activity","title":"Tracking changes and viewing account activity","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-12-22T23:46:34Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KC0M42N6DPB9N79YC3Q92YA6","01KCACRE2NA9QCW37VGQT6FQEC"],"label_names":["security","HIPAA","data","audit","history","signin"],"body":"\u003cp\u003eThe \u003ca href=\"https://secure.simplepractice.com/activity-log\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eActivity\u003c/strong\u003e\u003c/a\u003e page lets you view and track changes and information access in your account. You can access it by clicking \u003cstrong\u003eActivity\u003c/strong\u003e in the left navigation menu.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 3840/1981;\" src=\"https://support.simplepractice.com/hc/article_attachments/24949373244557\" alt=\"Screenshot of the calendar with Activity selected in the left navigation\" width=\"3840\" height=\"1981\"\u003e\u003c/figure\u003e\u003cp\u003eThe \u003ca href=\"https://secure.simplepractice.com/activity-log\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eActivity\u003c/strong\u003e\u003c/a\u003e page is divided into 3 sections: \u003c/p\u003e\u003cul\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e2c696a292d657484314dede6af462590\"\u003e\u003ca href=\"#history\"\u003e\u003cstrong\u003eHistory\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e961090afbf14df3d1578ee8cf0a64dfb\"\u003e\u003ca href=\"#signineven\"\u003e\u003cstrong\u003eSign In Events\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e317a7a97edbada5adf437e3defaebd5a\"\u003e\u003ca href=\"#hipaaaudit\"\u003e\u003cstrong\u003eHIPAA Audit Log\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e Team members who \u003cstrong\u003edon't\u003c/strong\u003e have entire practice access can only view the \u003cstrong\u003eHistory\u003c/strong\u003e and \u003cstrong\u003eSign In Events\u003c/strong\u003e sections. They'll also only be able to view and track information related to their own activity. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360052700171-Team-member-roles-and-access-levels\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eClinician roles available for team members\u003c/strong\u003e\u003c/a\u003e and \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/41959530341133\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAdministrative roles available for team members\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"history\"\u003e\u003cstrong\u003eHistory\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eThe \u003ca href=\"https://secure.simplepractice.com/activity-log\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eHistory\u003c/strong\u003e\u003c/a\u003e section lets you view all changes made in your account.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/24949357530381\" alt=\"Screenshot of the History section in Activity\"\u003e\u003c/p\u003e\u003cp\u003eIn this section, you'll find:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e9476e30acda18e58e20252fcde8b219c\"\u003eThe reason for \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/28743754453773-Using-progress-and-psychotherapy-notes-for-individual-appointments#howtoamend\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eunlocked progress notes\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e5bd46f7055033407f584bc5a0fcce89b\"\u003eThe reason for \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/207625736-How-to-set-up-appointment-and-time-of-scheduling-reminders#allowingcl\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eappointments canceled by clients\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e15dcfd79d4a6c0dd17fb7ad3bdb2950b\"\u003e\n\u003ca href=\"https://secure.simplepractice.com/practice_settings/data_exports\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eData exports\u003c/strong\u003e\u003c/a\u003e performed in your account\u003c/li\u003e\n\u003cli data-list-item-id=\"ec39518d947d1778d7ff5e0953749b144\"\u003eBilling activity, including:\u003cul\u003e\n\u003cli data-list-item-id=\"e3fc45ec38c77c66e2d9e63f6666aceea\"\u003eCreating, deleting, and updating billing documents\u003c/li\u003e\n\u003cli data-list-item-id=\"e16dd049dd82a0285e86dc91aa1ce039e\"\u003ePayments added\u003c/li\u003e\n\u003cli data-list-item-id=\"e4821d81eb3259151100b293f0d614d1c\"\u003ePayments allocated to invoices\u003c/li\u003e\n\u003cli data-list-item-id=\"eecdac7998f4dcfc611ea6b57ea182a8e\"\u003eInvoices marked as paid or unpaid\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e37748c93b7c40b3c6414045ee0090928\"\u003eWhen \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/24581916235405-Setting-up-appointment-and-time-of-scheduling-reminders\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eappointment reminders\u003c/strong\u003e\u003c/a\u003e were sent\u003cul\u003e\u003cli data-list-item-id=\"e471c23695a79ba9c1fae2de8c85a1a10\"\u003eThis includes whether a reminder was sent automatically or manually by you or a team member\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eYou can find information in this section by:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e01c1a254304a3111cd57e97ac98055c9\"\u003eSearching for a client\u003c/li\u003e\n\u003cli data-list-item-id=\"eb1e2eaa504c74c750627357e430a22c9\"\u003eFiltering by a team member\u003c/li\u003e\n\u003cli data-list-item-id=\"ee0344372f727db9426b57b34fd8fd45d\"\u003eSelecting \u003cstrong\u003eAll Events \u003c/strong\u003eto show:\u003cul\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"ec925d152d1707b18cf6f11463a2b3897\"\u003e\u003cstrong\u003eNotes\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e221ae95d27b79a7aea6c35f47da78ed9\"\u003e\u003cstrong\u003eDiagnosis and treatment plans\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e6a1603de2eff89aa27e39bbb1b44fbd9\"\u003e\u003cstrong\u003eBilling documents\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"ef1775ada4f37619446abe91ea1417911\"\u003e\u003cstrong\u003eInsurance claims\u003c/strong\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eef8b4eb8930066b566e8ff0b09831421\"\u003eSelecting \u003cstrong\u003eAll Time \u003c/strong\u003eand adjusting the date range\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eTo view the \u003cstrong\u003eIP address\u003c/strong\u003e and \u003cstrong\u003elocation\u003c/strong\u003e associated with each event, select \u003cstrong\u003eShow details\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/24949376009869\" alt=\"Screenshot showing Show details for a History entry in Activity\"\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"signineven\"\u003e\u003cstrong\u003eSign In Events\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eThe \u003ca href=\"https://secure.simplepractice.com/activity-log/security\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSign In Events\u003c/strong\u003e\u003c/a\u003e shows all successful and attempted sign ins to your account, as well as username or password recovery requests.\u003c/p\u003e\u003cp\u003eYou can find information in this section by:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e84f5652924364cdcedf18a15b41b3034\"\u003eFiltering by a team member\u003c/li\u003e\n\u003cli data-list-item-id=\"ebfbd8f13e4ff8fbf08111b34d025c71b\"\u003eSelecting \u003cstrong\u003eAll Events \u003c/strong\u003eto show:\u003cul\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"ea77f695496872a9048f64924bacafb40\"\u003e\u003cstrong\u003eSuccessful Sign Ins\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e12cdef324bbe5c949788e1949f78a7c9\"\u003e\u003cstrong\u003eFailed Sign In Attempts\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e87f60892d2af0f11c72f2a33b3464844\"\u003e\u003cstrong\u003eForgot Username/Password Requests\u003c/strong\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ede8aa6556ff65d698ecf5c8ae4578184\"\u003eSelecting \u003cstrong\u003eAll Time \u003c/strong\u003eand adjusting the date range\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eTo view the \u003cstrong\u003eIP address\u003c/strong\u003e and \u003cstrong\u003elocation\u003c/strong\u003e associated with each event, select \u003cstrong\u003eShow details\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eIf you notice any sign-in activity you don’t recognize, review your \u003cstrong\u003eHistory\u003c/strong\u003e, \u003cstrong\u003eSign In Events\u003c/strong\u003e, and \u003cstrong\u003eHIPAA Audit Log \u003c/strong\u003eto confirm all account activity is expected. If anything appears unexpected, we recommend \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/40972104722445\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eupdating your password\u003c/strong\u003e\u003c/a\u003e and \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/13828204033421-Protecting-your-account-with-2-step-verification\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eenabling 2-step verification\u003c/strong\u003e\u003c/a\u003e. You can also \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360002795252\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003econtact our team\u003c/strong\u003e\u003c/a\u003e for assistance.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"hipaaaudit\"\u003e\u003cstrong\u003eHIPAA Audit Log\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eThe \u003ca href=\"https://secure.simplepractice.com/activity-log/hipaa\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eHIPAA Audit Log\u003c/strong\u003e\u003c/a\u003e section shows the date and time a team member viewed client information, including when client documents were printed or downloaded.\u003c/p\u003e\u003cp\u003eYou can find information in this section by:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e57f56c6b7e04a391fe8715b85738ebae\"\u003eSearching for a client\u003c/li\u003e\n\u003cli data-list-item-id=\"e247a8c20ac112669db634e7a760bb16c\"\u003eFiltering by team member\u003c/li\u003e\n\u003cli data-list-item-id=\"e2490a2732ecd2f590e6b127e76fc2dd8\"\u003eSelecting \u003cstrong\u003eAll Time \u003c/strong\u003eand adjusting the date range\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eTo view the \u003cstrong\u003eIP address\u003c/strong\u003e and \u003cstrong\u003elocation\u003c/strong\u003e associated with each event, select \u003cstrong\u003eShow details\u003c/strong\u003e.\u003c/p\u003e","user_segment_ids":[],"snippet":"section by: \u003cem\u003eSearching\u003c/em\u003e for a client Filtering by a team member Selecting All Events to show: \u003cem\u003eNotes\u003c/em\u003e Diagnosis and","result_type":"article"},{"id":15724674279565,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/15724674279565.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/15724674279565-Managing-business-files","author_id":1900071729767,"comments_disabled":true,"draft":false,"promoted":false,"position":4,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":44118416477197,"created_at":"2023-05-12T17:40:39Z","updated_at":"2026-03-09T00:01:53Z","name":"Managing business files","title":"Managing business files","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-02-24T01:15:48Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KC5JF6YJ64S2XPFJRP9PKFXN","01KC5JFT9Z3WCV0MVEBB8XBZKQ"],"label_names":["permissions","documents","sharing","professional will","files","storage"],"body":"\u003cp\u003eYou can store and share important business files, such as licenses, business agreements, professional wills, and continuing education certificates, in your \u003ca href=\"https://secure.simplepractice.com/practice_settings/business_documents\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eBusiness files\u003c/strong\u003e\u003c/a\u003e page.\u003c/p\u003e\u003cp\u003eIn this guide, we’ll cover:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"eec361cb5708bf2caf8b47042bd46f425\"\u003e\u003ca href=\"#uploadinga\" target=\"_self\"\u003e\u003cstrong\u003eUploading a business file\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e499bc2b543c2fa4b2013fd132417aa38\"\u003e\u003ca href=\"#downloadin\" target=\"_self\"\u003e\u003cstrong\u003eDownloading a business file\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"eb6bec09ca38541d6ae1edb90c2144d0e\"\u003e\u003ca href=\"#renamingab\" target=\"_self\"\u003e\u003cstrong\u003eRenaming a business file\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ec026a0eef786069226fcb9c1d3bab3ab\"\u003e\u003ca href=\"#deletingab\" target=\"_self\"\u003e\u003cstrong\u003eDeleting a business file\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e111de4ec903619f70f096e8934b49b99\"\u003e\u003ca href=\"#sharingabu\" target=\"_self\"\u003e\u003cstrong\u003eSharing a business file with team members\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e In a group practice, only the \u003cstrong data-start=\"237\" data-end=\"254\"\u003eAccount Owner\u003c/strong\u003e and \u003cstrong data-start=\"259\" data-end=\"279\"\u003epractice manager\u003c/strong\u003e can upload, rename, or delete business files, as well as view all business files in the account. Team members with a \u003cstrong data-start=\"399\" data-end=\"412\" data-is-only-node=\"\"\u003eclinician\u003c/strong\u003e, \u003cstrong data-start=\"414\" data-end=\"436\"\u003epractice scheduler\u003c/strong\u003e, \u003cstrong data-start=\"438\" data-end=\"457\"\u003epractice biller\u003c/strong\u003e, or \u003cstrong data-start=\"462\" data-end=\"476\"\u003esupervisor\u003c/strong\u003e role can view only the business files that have been shared with their role.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"uploadinga\"\u003e\u003cstrong\u003eUploading a business file\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eTo upload a business file:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ea1e57462d262b9edabed8a3c60b3ad99\"\u003eNavigate to \u003cstrong\u003eSettings \u0026gt; Practice \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/practice_settings/business_documents\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eBusiness files\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e75952e25081a7391d96d422f3f6cab61\"\u003eClick \u003cstrong\u003eUpload documents\u003c/strong\u003e\u003cul\u003e\u003cli data-list-item-id=\"e81b0b38ba77d819124004fb6b261c444\"\u003eThe max file size is 50 MB\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e323b06dd573c4f979eb79176e4659c4c\"\u003eSelect the file to upload from your computer\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eAn uploaded file will appear with its file \u003cstrong\u003eName\u003c/strong\u003e, \u003cstrong\u003eUpload date\u003c/strong\u003e, and which team member the file was \u003cstrong\u003eUploaded by\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eTip:\u003c/strong\u003e You can search for an uploaded file by using the search bar at the top of the page.\u003c/p\u003e\u003cp\u003eWhen a symbol appears next to a business file’s name, this indicates that the file has been \u003ca href=\"#sharingabu\" target=\"_self\"\u003e\u003cstrong\u003eshared with other team members\u003c/strong\u003e\u003c/a\u003e. You can hover over the symbol to view which roles have access to the file.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"downloadin\"\u003e\u003cstrong\u003eDownloading a business file\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eTo download a business file:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ec0b99d8194e02fd475e560cf81ddaf96\"\u003eNavigate to \u003cstrong\u003eSettings \u0026gt; Practice \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/practice_settings/business_documents\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eBusiness files\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eb993b47466757ce89be7439c7a9281b0\"\u003eClick the 3 dots next to the document you’d like to download\u003c/li\u003e\n\u003cli data-list-item-id=\"efd464aae4b830a11626538cc51845884\"\u003eSelect \u003cstrong\u003eDownload\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eIf you’re a team member that isn’t the Account Owner or practice manager, you can download a business file by clicking the \u003cstrong\u003ecloud\u003c/strong\u003e button next to the file.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"renamingab\"\u003e\u003cstrong\u003eRenaming a business file\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eTo rename a business file:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e10ea00639abaf04da293f78f84aea192\"\u003eNavigate to \u003cstrong\u003eSettings \u0026gt; Practice \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/practice_settings/business_documents\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eBusiness files\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e9df693db2b57c7e27e1df8c9bf157f4d\"\u003eClick the 3 dots next to the document you’d like to rename\u003c/li\u003e\n\u003cli data-list-item-id=\"ec330d4410c7c769e767c615aa1362443\"\u003eSelect \u003cstrong\u003eRename\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eb0797ae5770b9367276daa942f98e62d\"\u003eEnter the new name of the file\u003c/li\u003e\n\u003cli data-list-item-id=\"edcd13d677d0c224ad1d38a82b75ac675\"\u003ePress \u003cstrong\u003eEnter\u003c/strong\u003e on your keyboard\u003c/li\u003e\n\u003c/ol\u003e\u003chr\u003e\u003ch2 id=\"deletingab\"\u003e\u003cstrong\u003eDeleting a business file\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003eImportant:\u003c/strong\u003e Once a business file is deleted, it can’t be recovered. All team members will lose access to the file once it’s deleted.\u003c/p\u003e\u003cp\u003eTo delete a business file:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"eb09d55fbbbd94965505802cb828e1f76\"\u003eNavigate to \u003cstrong\u003eSettings \u0026gt; Practice \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/practice_settings/business_documents\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eBusiness files\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e9585064e15f93496e181465aa83e5573\"\u003eClick the 3 dots next to the file you’d like to delete\u003c/li\u003e\n\u003cli data-list-item-id=\"e623e469b5c94689bf7616e3893af0d56\"\u003eSelect \u003cstrong\u003eDelete\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ec3ea9ab986281eae49c3a0249a1a53a3\"\u003eClick \u003cstrong\u003eDelete\u003c/strong\u003e to confirm\u003c/li\u003e\n\u003c/ol\u003e\u003chr\u003e\u003ch2 id=\"sharingabu\"\u003e\u003cstrong\u003eSharing a business file with team members\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eIf you’re an Account Owner or practice manager, you can share a business file with other team members based on their role. To do this:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e7938f94b082de087cda05664fe317a7f\"\u003eNavigate to \u003cstrong\u003eSettings \u0026gt; Practice \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/practice_settings/business_documents\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eBusiness files\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ec79627fd5d4b09c208ba8fd335fe12b8\"\u003eClick the 3 dots next to the file you’d like to share\u003c/li\u003e\n\u003cli data-list-item-id=\"e86ea9ddacc5db00bb997490069cbdd48\"\u003eSelect \u003cstrong\u003eShare\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e6c059cd68b9116fc011e89bcb8f7ca12\"\u003eDepending on the role(s) you’d like to share the file with, check the box next to \u003cstrong\u003eClinicians, Supervisors\u003c/strong\u003e,\u003cstrong\u003e Billers\u003c/strong\u003e, and/or \u003cstrong\u003eSchedulers\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ee4075668e4c3c17511cf0a7f641f6d7d\"\u003eClick \u003cstrong\u003eSave\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eOnce a business file is shared with a certain role, all team members with that role will have access to the file on the \u003ca href=\"https://secure.simplepractice.com/practice_settings/business_documents\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eBusiness files\u003c/strong\u003e\u003c/a\u003e page. For example, if you selected \u003cstrong\u003eBillers\u003c/strong\u003e during the steps to share a file, all team members with the practice biller role will be able to access the file.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eTo learn more about team member roles, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360052700171\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eClinician roles available for team members\u003c/strong\u003e\u003c/a\u003e and \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/41959530341133\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAdministrative roles available for team members\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e","user_segment_ids":[],"snippet":"file was Uploaded by. Tip: You can \u003cem\u003esearch\u003c/em\u003e for an uploaded file by using the \u003cem\u003esearch\u003c/em\u003e bar at the top of the page. When a symbol","result_type":"article"},{"id":43778666311437,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/43778666311437.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/43778666311437-Sharing-documents-with-multiple-clients-and-contacts","author_id":9050319135501,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":4,"vote_count":4,"upvote_count":4,"downvote_count":0,"section_id":44118123212813,"created_at":"2026-02-24T16:19:58Z","updated_at":"2026-03-19T17:09:00Z","name":"Sharing documents with multiple clients and contacts","title":"Sharing documents with multiple clients and contacts","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-03-19T17:09:00Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KKWXW374WZKFB32GA9B1MEJB","01KKWXWPM0HCYE4QPZJA7HJVWC","01KKWXWW0001TA0195T6NGCC93","01KKWXWZJ39XMAYYSYWMRG118B","01KKWXX43EFPHNW3H4G3Q1Y9CH"],"label_names":["sharing documents with multiple clients","send intake forms to multiple clients","how to send documents to multiple clients","bulk sharing documents SimplePractice","share forms with multiple recipients"],"body":"\u003cp\u003eYou can share one or more documents with multiple clients and contacts at once to distribute forms across your practice. This can be helpful when onboarding new clients, sending updated consent forms, or sharing documents with a group of recipients.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e This feature is gradually being released to customers. If it’s not available in your account yet and you want it enabled, please \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360002795252-Getting-support-via-email-help-request\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003ereach out to our team\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e. \u003c/p\u003e\u003cp\u003eIn this guide, we'll cover:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color wysiwyg-list-bold\" style=\"--wysiwyg-list-marker-color: #1155cc;\" data-list-item-id=\"e67bbdfe00c5d87dd4419eec839ca8c42\"\u003e\u003ca href=\"#h_01KKWWH2R62ZXDR7RQHX0671QV\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eSharing multiple documents with recipients\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color wysiwyg-list-bold\" style=\"--wysiwyg-list-marker-color: #1155cc;\" data-list-item-id=\"e2040e76014192236bfe40d022e766293\"\u003e\u003ca href=\"#h_01KKWWJGHAPPWC5EDPS0ANTN72\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eSharing one document with multiple recipients\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color wysiwyg-list-bold\" style=\"--wysiwyg-list-marker-color: #1155cc;\" data-list-item-id=\"ee083b3328e52efcc190e0b4dc0ce87a4\"\u003e\u003ca href=\"#h_01KKWWKRVYVN2P584109YY1YTM\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eFAQs\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eAccount owners, clinicians, practice managers, and schedulers can share documents with multiple recipients. While some roles can share documents with all clients in the practice, other roles may only share documents with their own clients. For more information on available roles, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/41959530341133-Administrative-roles-available-for-team-members\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eAdministrative roles available for team members\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e and \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360052700171-Clinician-roles-available-for-team-members\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eClinician roles available for team members\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e. \u003c/p\u003e\u003chr\u003e\u003ch2 id=\"h_01KKWWH2R62ZXDR7RQHX0671QV\"\u003e\u003cstrong\u003eSharing multiple documents with recipients\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eYou can share one or more documents with multiple recipients from the \u003ca href=\"https://secure.simplepractice.com/clients\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eClients and contacts page\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e. To do this:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e067d634be95d74e58a28b866b0abf9d6\"\u003eNavigate to \u003ca href=\"https://secure.simplepractice.com/clients\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eClients \u003c/strong\u003e\u003c/span\u003e\u003c/a\u003efrom the left navigation bar\u003c/li\u003e\n\u003cli data-list-item-id=\"e87e124b366ffac036eea024016295966\"\u003eClick \u003cstrong\u003eShare documents\u003c/strong\u003e in the top right corner\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/44348145850381\" alt=\"sharedocsbutton.simplepractice.clientspage.png\" width=\"2940\" height=\"1596\"\u003e\u003c/p\u003e\u003col start=\"3\"\u003e\u003cli data-list-item-id=\"e914b7f0c6cefa6fa3816d3ada3b459ac\"\u003eCheck the box next to each recipient, then click \u003cstrong\u003eNext\u003c/strong\u003e\u003cul\u003e\u003cli data-list-item-id=\"e28220c55915e5260f3467cbae673ba11\"\u003eYou can use the search bar to quickly find specific clients and contacts\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cstrong\u003eImportant:\u003c/strong\u003e Clients and contacts must have an email address on file and be granted access to the Client Portal to be selected. Having an email on file alone doesn’t grant access. For more information on granting clients and contacts access to the Client Portal, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/207925883-Setting-up-the-Client-Portal\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eSetting up the Client Portal\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e and \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/17128873739277-Inviting-clients-to-the-Client-Portal\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eInviting clients to the Client Portal\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e. \u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/44348145856141\" alt=\"clientselection.simplepractice.clientflow.png\" width=\"2940\" height=\"1596\"\u003e\u003c/p\u003e\u003col start=\"4\"\u003e\n\u003cli data-list-item-id=\"eb086c38c75eb0c73098fe0b8ba598ded\"\u003eSelect all the documents you'd like to share, then click \u003cstrong\u003eNext\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e544b4302765a8da08d0167769262ca87\"\u003eEdit the \u003cstrong\u003eEmail message\u003c/strong\u003e as needed, then click \u003cstrong\u003eNext\u003c/strong\u003e\u003cul\u003e\u003cli data-list-item-id=\"e49efcebe2df73a66acdd28e2d3e4c078\"\u003eIf you're sharing with contacts and/or couples, you’ll be able to customize their email message separately\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/44348183194765\" alt=\"contactcouple.simplepractice.clientflow.png\" width=\"2940\" height=\"1596\"\u003e\u003c/p\u003e\u003col start=\"6\"\u003e\u003cli data-list-item-id=\"e6201bd1b7c052fecc41539a522f8a000\"\u003eReview your recipients, email preview, and documents before selecting \u003cstrong\u003eShare documents\u003c/strong\u003e\n\u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/44348183196685\" alt=\"confirmshare.simplepractice.clientspage.png\" width=\"2940\" height=\"1596\"\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e If you're not seeing certain documents that you’d like to share, you’ll have to first add them by navigating to \u003cstrong\u003eSettings \u0026gt; Documentation \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/practice_settings/intake_documents\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eShareable documents\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e. \u003c/p\u003e\u003cp\u003eYou can exit without sharing documents at any time by clicking the \u003cstrong\u003eX\u003c/strong\u003e in the top right corner. You’ll be prompted to confirm that you’re canceling sending documents, and you can click \u003cstrong\u003eExit\u003c/strong\u003e to confirm. \u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/44348183200781\" alt=\"exitshareflow.simplepractice.clientpage.png\" width=\"2940\" height=\"1596\"\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"h_01KKWWJGHAPPWC5EDPS0ANTN72\"\u003e\u003cstrong\u003eSharing one document with multiple recipients\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eYou can share a single document with multiple recipients from the \u003ca href=\"https://secure.simplepractice.com/practice_settings/intake_documents\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eShareable documents\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e page within your settings. To do this:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"eb3371bd1028d1a945a29459c527f92cc\"\u003eNavigate to \u003cstrong\u003eSettings \u0026gt; Documentation \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/practice_settings/intake_documents\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eShareable documents\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ecc78d1977cdec52df019ba72c95862c6\"\u003eClick the three dots next to the document you’d like to share\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/44348183204493\" alt=\"3dots.simplepractice.shareabledocs.png\" width=\"2940\" height=\"1596\"\u003e\u003c/p\u003e\u003col start=\"3\"\u003e\u003cli data-list-item-id=\"e46795515f473e7d06b66f125a8766fbe\"\u003eSelect \u003cstrong\u003eShare with clients\u003c/strong\u003e\n\u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/44348183207053\" alt=\"sharewclients.simplepractice.shareabledocs.png\" width=\"2940\" height=\"1596\"\u003e\u003c/p\u003e\u003cp\u003eAfter selecting \u003cstrong\u003eShare with clients\u003c/strong\u003e, follow the steps as you would after clicking \u003cstrong\u003eShare documents \u003c/strong\u003efrom the \u003ca href=\"https://secure.simplepractice.com/clients\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eClients and contacts\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e page. For more information, see \u003ca href=\"#h_01KKWWH2R62ZXDR7RQHX0671QV\"\u003e\u003cstrong\u003eSharing multiple documents with recipients\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"h_01KKWWKRVYVN2P584109YY1YTM\"\u003e\u003cstrong\u003eFAQs\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eBelow are some answers to frequently asked questions about sharing documents with multiple clients. \u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color wysiwyg-list-bold\" style=\"--wysiwyg-list-marker-color: #1155cc;\" data-list-item-id=\"e66f4658a939892195d932b011f094280\"\u003e\u003ca href=\"#h_01KKWWKKJ57510D368FZ8QHWGQ\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eAre there limits to sharing documents with multiple recipients?\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color wysiwyg-list-bold\" style=\"--wysiwyg-list-marker-color: #1155cc;\" data-list-item-id=\"ec193ffa34d1a93778bd83bbe8d1a4ac2\"\u003e\u003ca href=\"#h_01KKWWKKJ976EMY5X3093BWA1P\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eWhat types of documents can I share with multiple clients?\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color wysiwyg-list-bold\" data-list-item-id=\"ef3a6f937f9955425244d49c54cb548e8\"\u003e\u003ca href=\"#sharedstatus\"\u003e\u003cstrong\u003eWhere can I track the status of shared documents?\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color wysiwyg-list-bold\" style=\"--wysiwyg-list-marker-color: #1155cc;\" data-list-item-id=\"eeff8a2d72783ea3ccd58f50438c19fff\"\u003e\u003ca href=\"#h_01KKWWKKJCXAV8E322DCR9BN2S\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eWill clients who already completed a document receive it again?\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color wysiwyg-list-bold\" style=\"--wysiwyg-list-marker-color: #1155cc;\" data-list-item-id=\"ed101dd67ba63fdf5ccce498a0452074c\"\u003e\u003ca href=\"#h_01KKWWKKJDWQGHRKYZZGK0A6FK\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eCan I use this feature during my free trial?\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003chr\u003e\u003ch2 id=\"h_01KKWWKKJ57510D368FZ8QHWGQ\"\u003e\u003cstrong\u003eAre there limits to sharing documents with multiple recipients?\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eYes, there are certain limits to sharing documents with multiple recipients.\u003c/p\u003e\u003ch3 id=\"h_01KKWWKKJ6939MAGXD9JQX86VQ\"\u003e\u003cspan style=\"color: #434343;\"\u003e\u003cstrong\u003eDaily share limit\u003c/strong\u003e\u003c/span\u003e\u003c/h3\u003e\u003cp\u003eEach team member can share documents with multiple recipients \u003cstrong\u003eup to 5 times per day\u003c/strong\u003e. The limit resets at midnight in your practice’s local time. After your third share, you’ll see a banner indicating your remaining available shares. \u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/44348220040717\" alt=\"sharelimit.simplepractice.mds.png\" width=\"2940\" height=\"1596\"\u003e\u003c/p\u003e\u003cp\u003eYou can still share documents with individual clients and contacts after you’ve hit the limit. \u003c/p\u003e\u003ch3 id=\"h_01KKYA51DF3JNA9TW6XZ281FC5\"\u003e\u003cspan style=\"color: #434343;\"\u003e\u003cstrong\u003eMaximum documents per share\u003c/strong\u003e\u003c/span\u003e\u003c/h3\u003e\u003cp\u003eUp to a total of 100,000 documents can be delivered per share. This total is calculated by multiplying the number of recipients by the number of documents selected. \u003c/p\u003e\u003cp\u003eFor example:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ef25ada5fce95b63dbeb8bc9d6c8b106e\"\u003e100 recipients × 10 documents = 1,000 document deliveries\u003c/li\u003e\n\u003cli data-list-item-id=\"e98818add4e87820db3c3d07ea8c61017\"\u003e1,000 recipients × 50 documents = 50,000 document deliveries\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eIf the limit is exceeded, you’ll see an error message.\u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 624/393; width: 100%;\" src=\"https://support.simplepractice.com/hc/article_attachments/44348183212173\" width=\"624\" height=\"393\"\u003e\u003c/p\u003e\u003cp\u003eTo continue, you’ll need to reduce the number of recipients or documents.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"h_01KKWWKKJ976EMY5X3093BWA1P\"\u003e\u003cstrong\u003eWhat types of documents can I share with multiple clients?\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eYou can share any documents that are included in your shareable documents, such as intake forms, consent forms, and uploaded files. To manage these, navigate to \u003cstrong\u003eSettings \u0026gt; Documentation \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/practice_settings/intake_documents\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eShareable documents\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e. \u003c/p\u003e\u003cp\u003eFor more information, see:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color wysiwyg-list-bold\" style=\"--wysiwyg-list-marker-color: #1155cc;\" data-list-item-id=\"ed3b1fcf588371a4661a514ab3e36d97c\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/42031351174797-Managing-consent-forms\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eManaging consent forms\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color wysiwyg-list-bold\" style=\"--wysiwyg-list-marker-color: #1155cc;\" data-list-item-id=\"ea69b3bc6bf4bfe02bb5e3bf9cf6ca52f\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/42031597061517-Managing-uploaded-files\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eManaging uploaded files\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color wysiwyg-list-bold\" style=\"--wysiwyg-list-marker-color: #1155cc;\" data-list-item-id=\"e9aef7a499829436056b8944c8b0f6d3b\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/18314732128653-Using-scored-measures\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eUsing scored measures\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color wysiwyg-list-bold\" style=\"--wysiwyg-list-marker-color: #1155cc;\" data-list-item-id=\"e0a52e5d7685a8c754c6098ae2381cece\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/25559204667405-Managing-intake-forms\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eManaging intake forms\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003chr\u003e\u003ch2 id=\"sharedstatus\"\u003e\u003cstrong\u003eWhere can I track the status of shared documents?\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eYou can track shared documents in a few different places:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"effc30afe679f9590b364a1cb914b545b\"\u003e\n\u003cstrong\u003eClient’s Files tab:\u003c/strong\u003e View the status of documents for individual clients, including whether they’ve been completed.\u003c/li\u003e\n\u003cli data-list-item-id=\"e59e13ed2f61507a572bb22d37187d275\"\u003e\n\u003cstrong\u003eAccount Activity:\u003c/strong\u003e See a record of documents that were shared, including who they were sent to and when. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360033930231-Tracking-changes-and-viewing-account-activity\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eTracking changes and viewing account activity\u003c/strong\u003e\u003c/a\u003e. \u003c/li\u003e\n\u003cli data-list-item-id=\"e8a49e83674b3eb81e9bfcb5eecf81ead\"\u003e\n\u003cstrong\u003eSent emails report:\u003c/strong\u003e \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/10867004750861-Tracking-sent-emails-and-troubleshooting-email-delivery\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eView the delivery status of document emails\u003c/strong\u003e\u003c/a\u003e, including whether they were successfully sent. \u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eFor more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/207925943-Sending-intake-forms-and-documents-to-clients#checkingth\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eTracking the status of shared intakes\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"h_01KKY5AR3P88ACNV17AXE7FJQP\"\u003e\u003cstrong\u003eWill clients who already completed a document receive it again?\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eIf you select a document that a client has already completed, they’ll receive the document again. To avoid duplicates, we recommend reviewing a client's \u003cstrong\u003eFiles\u003c/strong\u003e tab before sending additional documents. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/20108059649421-Managing-the-client-s-Files-tab\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eManaging the client's Files tab\u003c/strong\u003e\u003c/a\u003e. \u003c/p\u003e\u003chr\u003e\u003ch2 id=\"h_01KKWWKKJDWQGHRKYZZGK0A6FK\"\u003e\u003cstrong\u003eCan I use this feature during my free trial?\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eNo. Sharing documents with multiple recipients is only available to paid practices. \u003c/p\u003e","user_segment_ids":[],"snippet":"email preview, and \u003cem\u003edocuments\u003c/em\u003e before selecting Share \u003cem\u003edocuments\u003c/em\u003e \u003cem\u003eNote\u003c/em\u003e: If you're not seeing certain \u003cem\u003edocuments\u003c/em\u003e that you’d like","result_type":"article"},{"id":45206911791501,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/45206911791501.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/45206911791501-Introducing-Care-Aide","author_id":9050319135501,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":61,"vote_count":65,"upvote_count":63,"downvote_count":2,"section_id":45003620298253,"created_at":"2026-04-19T00:11:18Z","updated_at":"2026-09-28T18:04:32Z","name":"Introducing Care Aide","title":"Introducing Care Aide","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-09-28T18:04:31Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KC7DHDW3XX9NYN7V9WZ6T727","01KCMKZZSRKKD8ENA49QDMAEV0","01KPECCZ5JTSTE4S4G7XFSF727","01KPMEAXYYXPPY0E2JW9AWNAST"],"label_names":["privacy","HIPAA","AI","transcript"],"body":"\u003cscript src=\"https://fast.wistia.com/player.js\" async=\"async\"\u003e\u003c/script\u003e\u003cscript src=\"https://fast.wistia.com/embed/q56lh6frlx.js\" async=\"async\" type=\"module\"\u003e\u003c/script\u003e\u003cstyle\u003ewistia-player[media-id='q56lh6frlx']:not(:defined) { background: center / contain no-repeat url('https://fast.wistia.com/embed/medias/q56lh6frlx/swatch'); display: block; filter: blur(5px); padding-top:56.25%; }\u003c/style\u003e \u003cwistia-player media-id=\"q56lh6frlx\" aspect=\"1.7777777777777777\"\u003e\u003cdiv class=\"wistia_preload_transcript_outer_wrapper\" style=\"width: 100%; height: 100%; display: flex; justify-content: center; align-items: center; margin-top: -56.25%;\"\u003e\u003cdiv class=\"wistia_preload_transcript_inner_wrapper\" style=\"overflow: auto;\"\u003e\u003cp class=\"wistia_preload_transcript_text\" aria-hidden=\"true\" tabindex=\"-1\" style=\"text-align: justify; font-size: 5px !important;\"\u003eWe know that, for many clinicians, documentation is the most time consuming part of the job. That's why we recently released Care Aide, your AI powered assistant. Care Aide is an additional set of AI powered features designed to support you across the care journey. Before the session, Care Aide helps with prep through Intake summaries and client specific Session prep. During the session, the new Session Sidekick window provides helpful tools right beside the telehealth window. And after this session Care Aide streamlines follow ups and clinical documentation with Client summaries and Treatment Planner. I'm Travis from SimplePractice. Let's take a look at Care Aide. First up: intake summaries. When a client submits their intake paperwork, Care Aide reviews all the materials for you. To view the intake summary, I'll open the client's profile. Right here above the administrative note is the new intake summary box. I'll click the arrow to expand this window. This summarizes the client's overview, clinical alerts, scored measures, questionnaires, and demographics in a clean easy to read outline. The number of completed and pending consent forms are also listed here, so that's a good reminder of any outstanding forms. As a client completes documents prior to the appointment, the intake summary will show that updates are available, so you have the most current information. Now I'll click to this upcoming appointment to see the next Care Aide feature, Session prep. Session prep brings together clinical alerts, session reminders, and the last session summary all right on the appointment page. So now in addition to using the appointment page after your session to edit your Note Taker draft notes, which are here on the, Note tab, you can use the appointment page as a place to prepare before your session, here on the Overview tab. In this case, two clinical alerts appear here at the top highlighting anything that should be top of mind for a session. Below that, Care Aide generates a list of session reminders based on past progress notes. During the session these display as a checklist inside the Session Sidekick. So if you want to make sure you cover something or even just remember to ask for an updated insurance card you can add that here. So I'll click \"add reminder\" to remember that insurance card. These can also be deleted with the trash can button or click and drag to rearrange them. At the bottom of the session prep window is this last session summary so you can quickly get a refresher. This Session prep content is also accessible directly from the telehealth session start screen. So I'll click right here to start the telehealth session. Here in the waiting room, there's a new button to open the Session Sidekick. I'll click to open the Session Sidekick. This displays your session reminders at the top or before and during the session. Here you can add a new reminder by clicking the plus button. Down at the bottom the session sidekick has quick action buttons. Before the session the options are session prep, which calls up the last session summary, or last progress note to review the previous note without leaving the screen. During the session, this presents a few more features, so let's go ahead and start the session. Here in the telehealth window next to the record audio button is the new button for session sidekick. I'll click it and it opens right to the side of the telehealth window for your reference only. Your clients cannot see this window. At the top are session reminders, which now can be checked off reorganized or deleted to keep the appointment on track. And of course you can use the add reminder button if something comes up that you want to revisit. Below that the \"Quick action\" options are Quick replay and Session recap. These use the secure Note Taker transcription and become available after there's been at least two minutes of transcribed session audio. First though, I'll make sure to start the Note Taker recording just as usual. These features don't work without Note Taker recording so make sure to click that. So now that we have some session content I can click the Quick replay and it posts a transcript as you can see of the last sixty seconds. So if you miss something you can quickly review what they said using their own words. Clicking Session recap that instantly pulls together a list of key themes discussed so far. So if a session feels a bit scattered or you need to ground the conversation you can quickly use this for a mid session check-in. Session recap is also great when you're nearing the end of the session to quickly review any key topics, patterns, and set next steps before your next appointment. So those are the tools for during your session. So now I'll close this session and return to the appointment page so we can review the Care Aide features for after the session starting with Client summaries. So here we are on the appointment page after the session. In addition to the Session prep summary, we have the AI generated Client summary. These are different from progress notes because they're designed to be shared directly with the client providing clear actionable takeaways and even homework assignments. This gives you an easy way to improve client engagement between sessions. This feature requires transcript content which can come from Note Taker or I can open the session content fly out and dictate some notes or upload a session recording or written notes. Since this session had Note Taker running, this Client summary was automatically created right here. From here I can click and edit the wording and click to save. I'll click \"share\" and then I can send it to the client through the Client portal. The Note Taker draft note is available in the \"note\" tab here. And I can access the full transcript by clicking the \"Session content\" button. Now as the client progresses you might need to update the treatment plan. So let's look at Care Aide's new Treatment Planner. The Treatment Planner generates treatment plans quickly with the help of AI using existing progress notes, diagnoses, and assessments. To do this I'll navigate to the client's profile page and click new, then select diagnosis and treatment plan. I'll select a diagnosis and then I'll click this new draft plan option. Care Aide looks at all the signed and locked progress notes from the past ninety days as well as intake documents to build this draft. Once it's ready the treatment plan will have presenting problems, goals, and objectives for this client and their treatment. I can review the draft and type directions in the refine box for quick revisions. For example, I'll type list the goals as bullet points. Below I can click \"Load into plan\" and everything becomes fully editable. The presenting problem, the goals, and the objectives, and the treatment frequency. Here I'll review and edit things just to make sure that everything is accurate, clinically appropriate, and customized to this client's needs. Then I'll click save, confirm that I've reviewed it, then sign. And just like that we have a high quality treatment plan in a fraction of the time. This is also a great tool for updating existing treatment plans. So if your best practices require regular updates as the client progresses, you can come back here at any time and rerun the planner. And as a note, saved treatment plans are never automatically updated. You can only rerun Treatment Planner if the plan hasn't been signed and locked. To edit a plan I'll open it in the client profile. Just like usual I can click the pencil icon to enter edit mode and here I can click the draft plan button again. Treatment Planner uses recent documentation such as progress notes, scored measures, and other documentation added since the last plan was created to suggest treatment plan updates. When it's done I can click to load it into the plan and then confirm if I'm placing a plan that's already there. Or rather than editing an existing plan, you can also create a new treatment plan at your designated review date. We know that data security is your top priority. Like Note Taker, each Care Aide tool is fully HIPAA compliant. Protected health information is never sold and is safeguarded by strict technical controls including the fact that SimplePractice is HITRUST certified. Thanks so much for watching this overview of our new Care Aide feature set. Start your trial today and see how more support for you means even better care for your clients. Thanks for watching.\u003c/p\u003e\u003c/div\u003e\u003c/div\u003e\u003c/wistia-player\u003e\u003cp\u003eCare Aide is a set of AI-powered features built into SimplePractice that help you prepare for sessions, keep track of agenda items during telehealth appointments, and reduce documentation work afterward. It includes everything in Note Taker and expands on it with additional features across the care journey. \u003c/p\u003e\u003cp\u003eCare Aide is designed to support the care and expertise you bring to clients. Click to \u003ca href=\"https://simplepractice.wistia.com/a/giqc78jgnp1vveo\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ewatch a Care Aide video training\u003c/strong\u003e\u003c/a\u003e with Travis from SimplePractice.\u003c/p\u003e\u003cp\u003eIn this guide, we'll cover:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"edebc8e51a6f9dc63df3ba014af6bffff\"\u003e\u003ca href=\"#understanding\"\u003e\u003cstrong\u003eUnderstanding Care Aide features\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e8901e354cf5364d19059853dd9ee3900\"\u003e\u003ca href=\"#reviewing\"\u003e\u003cstrong\u003eReviewing AI-generated content\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e50b155dea22c9306ecdf3953c86d550a\"\u003e\u003ca href=\"#preparing\"\u003e\u003cstrong\u003ePreparing to use Care Aide\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e31586a07dfa2b8be3bd3e4b452bf97a3\"\u003e\u003ca href=\"#manageca\"\u003e\u003cstrong\u003eManaging Care Aide in your account\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ebc21e16560ac9ec9141cac3e9d164cf3\"\u003e\u003ca href=\"#feedback\"\u003e\u003cstrong\u003eLeaving feedback on features\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e6511431731c30f58e6cc13ef4554252c\"\u003e\u003ca href=\"#additionalrec\"\u003e\u003cstrong\u003eAdditional resources\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e At SimplePractice, we believe ethical and responsible AI starts with putting you in control. We're committed to transparency, privacy, and protecting your data every step of the way. To support the responsible use of AI-powered features, we issued an \u003ca href=\"https://www.simplepractice.com/terms-of-service-ai-addendum\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAddendum to the Terms of Service for Add-On AI Products\u003c/strong\u003e\u003c/a\u003e that explains how data is used and protected when using tools like Note Taker and Care Aide. \u003c/p\u003e\u003chr\u003e\u003ch2 id=\"understanding\"\u003e\u003cstrong\u003eUnderstanding Care Aide features\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eCare Aide features appear at different points depending on your workflow and the information available in a client's record. Each feature is designed to support specific parts of the care journey, from preparing for sessions to completing documentation afterward.\u003c/p\u003e\u003ch3 id=\"h_01KPHGSTXR35CXQJ9GGBHD2615\"\u003e\u003cstrong\u003eBefore an appointment\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eAs you prepare for an appointment, Care Aide can help you review relevant client information more efficiently. \u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"edbdc5361dec0cbee19ce38bb74759480\"\u003e\n\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45183248047373-Using-Intake-Summaries\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntake Summaries\u003c/strong\u003e\u003c/a\u003e\u003cul\u003e\u003cli data-list-item-id=\"efe7f6f34e2e703a72851efa536337c93\"\u003eIntake Summaries provide a consolidated view of a new client's background by synthesizing information from intake documents, demographic details, and scored measures.This can help you get oriented before your first session without opening each document individually.\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e593b4c17e81e09ce3235a8c6af5f98b7\"\u003e\n\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45206963207053-Using-Session-Sidekick#sessionprep\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSession prep\u003c/strong\u003e\u003c/a\u003e \u003cul\u003e\u003cli data-list-item-id=\"e33cf1d35ca358741c7d2d2aeb32f98a5\"\u003eSession prep brings together reminders and relevant context ahead of an appointment. It pulls from Session Sidekick and the pre-session summary from Note Taker so you can review what was covered previously, what to follow up on, and key details before the appointment starts.\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01KPHGSTXTWN2BVE4D626J0RAQ\"\u003e\u003cstrong\u003eDuring an appointment\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eDuring a session, you may need to reference information from a client’s record while staying present. \u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"e9031efbf941931995d63a4cf2262d7cd\"\u003e\n\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45206963207053-Using-Session-Sidekick\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSession Sidekick\u003c/strong\u003e\u003c/a\u003e \u003cul\u003e\u003cli data-list-item-id=\"e586f1ddadc82b47d736e478a5cb2e8d5\"\u003eSession Sidekick appears within the telehealth experience and surfaces reminders from prior sessions, treatment plan details, client context, and quick actions. This allows you to access important information without navigating away from the session..\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\u003c/ul\u003e\u003ch3 id=\"h_01KPHGSTXVQ1RSJGG3VQESS89B\"\u003e\u003cstrong\u003eAfter an appointment\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003ePost-session documentation can be one of the most time-consuming parts of clinical work. Care Aide includes features that can help streamline this work:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ebb47e4e0582a6b65479c01453c03f0e4\"\u003e\n\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45207035372045-Using-Session-Summaries\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eClient Summaries\u003c/strong\u003e\u003c/a\u003e\u003cul\u003e\u003cli data-list-item-id=\"e07cb55e6758a0c2e3cb5b8e5fac14822\"\u003eClient Summaries are AI-generated summaries of what was discussed in the session that you can review and share with clients. This can help reinforce key themes and takeaways between sessions.\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"edbeab3d31dbbaf0c270fc95efe025ba6\"\u003e\n\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45207099250573-Using-Treatment-Planner\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eTreatment Planner\u003c/strong\u003e\u003c/a\u003e\u003cul\u003e\u003cli data-list-item-id=\"ea2a40d52a6ea7cba109eab65ecbbf853\"\u003eTreatment Planner uses available client information to help generate or update treatment plans. This can help keep documentation aligned with changes in a client’s care over time, without needing to start from scratch.\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e421732e52f4973e3df5b7d8ce0388b3f\"\u003e\n\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45986014720909-Using-Note-Checker\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eNote Checker\u003c/strong\u003e\u003c/a\u003e\u003cul\u003e\u003cli data-list-item-id=\"e35dbb7d9aa92c3099936f3abd94288fc\"\u003eAvailable only for prelicensed clinicians (supervisees), Note Checker reviews progress notes written by the supervisee and provides structured feedback based on industry standards for clinical documentation. This can help supervisees identify areas for improvement and build stronger documentation skills before submitting notes for supervisor review.\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003chr\u003e\u003ch2 id=\"reviewing\"\u003e\u003cstrong\u003eReviewing AI-generated content\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eCare Aide is designed to assist with documentation, but the content may be incomplete, inaccurate, or missing context. It does not replace your clinical judgment or serve as final documentation.\u003c/p\u003e\u003cp\u003eTo ensure accuracy, review all outputs for factual errors, incorrect details, or information pulled from the wrong context. \u003c/p\u003e\u003cp\u003eAlways review the content for clinical appropriateness by verifying that the language, framing, and emphasis match your clinical perspective. Adjust tone, terminology, and focus to reflect how you would document the session yourself.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eImportant:\u003c/strong\u003e Always review and edit all AI-generated content before using it in practice. Make sure it reflects the client's situation, your clinical expertise, and the documentation you want in the record.\u003c/p\u003e\u003cp\u003eFor details on how SimplePractice handles data in AI-powered features, see the \u003ca href=\"https://www.simplepractice.com/terms-of-service-ai-addendum/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAI Addendum to the Terms of Service\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"preparing\"\u003e\u003cstrong\u003ePreparing to use Care Aide\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eCare Aide is available as a paid add-on on all SimplePractice \u003ca href=\"https://www.simplepractice.com/pricing/?g_acctid=419-488-5451\u0026amp;g_adgroupid=196817628403\u0026amp;g_adid=650953847013\u0026amp;g_adtype=search\u0026amp;g_campaign=Brand+%7C+Desktop+%7C+Wiggle\u0026amp;g_campaignid=23911583953\u0026amp;g_keyword=simplepractice%20plans\u0026amp;g_keywordid=kwd-294793847890\u0026amp;g_network=g\u0026amp;utm_source=google\u0026amp;utm_medium=cpc\u0026amp;utm_campaign=brand_desktop_wiggle\u0026amp;utm_adgroup=sp_plans\u0026amp;utm_term=simplepractice%20plans\u0026amp;device=c\u0026amp;network=g\u0026amp;matchtype=e\u0026amp;device=c\u0026amp;utm_content=650953847013\u0026amp;gad_source=1\u0026amp;gad_campaignid=23911583953\u0026amp;gbraid=0AAAAADqOPoPeR6wWaYlKh3baUqfza3kTw\u0026amp;gclid=CjwKCAjwxb7RBhA5EiwAQ-AAdMWUz439ecdzO8s1AB5q572kE_WM9NLYFUG6DWV4ykVv4KjcNgiiTxoCVyIQAvD_BwE\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eplans\u003c/strong\u003e\u003c/a\u003e. It includes everything included in Note Taker and expands on it with additional features across the care journey.\u003c/p\u003e\u003cp\u003eYou can choose whether to use Note Taker on its own or add Care Aide for the full feature set. If you add Care Aide, Note Taker features are included automatically.\u003c/p\u003e\u003cp\u003eThe add-on fee is $59 per month for Account Owners and $49 per month for other clinicians in a group practice. Account Owners can enable Care Aide for themselves and other team members within their practice.\u003c/p\u003e\u003ch3 id=\"h_01KPHGSTXM921T9G29PVY9BX2V\"\u003e\u003cstrong\u003eUnderstanding our approach to Care Aide\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eOur Care Aide features are HIPAA compliant and follow our \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360018696052-SimplePractice-BAA-Terms-of-Service-and-Trust-Security-information\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSecurity \u0026amp; Privacy\u003c/strong\u003e\u003c/a\u003e policies. SimplePractice has also been certified through HITRUST by a third-party assessor that verifies the strictest level of HIPAA and security compliance.\u003c/p\u003e\u003cp\u003eWe’re deeply invested in the security and confidentiality of patient data. Protected Health Information (PHI) will never be sold and is safeguarded in alignment with HIPAA regulations and our comprehensive \u003ca href=\"https://www.simplepractice.com/baa/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eBusiness Associate Agreement\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eIn alignment with our \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360018696052-SimplePractice-BAA-Terms-of-Service-and-Trust-Security-information\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSecurity \u0026amp; Privacy\u003c/strong\u003e\u003c/a\u003e policies, we’ve implemented the following controls to protect your clients’ sensitive data when using Care Aide:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"eafb4a370a092e469b7971607c8803047\"\u003eAs with all data in your clients’ charts, transcript and notes are safeguarded with comprehensive security measures that have been validated against third-party certification standards\u003c/li\u003e\n\u003cli data-list-item-id=\"e99c5a6760f28bb57a43e0605369bf135\"\u003eCare Aide features comply with the strict standards set by the Health Insurance Portability and Accountability Act (HIPAA)\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01KPHGSTXQ4QGJYPECJJYE7T87\"\u003e\u003cstrong\u003eGathering consent from your clients\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eGathering client consent is an important step before using AI-powered features. Whether you’re a new or existing Note Taker user, we recommend that you review your current documentation to verify that your consent forms cover all AI features used by your practice. \u003c/p\u003e\u003cp\u003eSimplePractice offers a \u003cstrong\u003eConsent for Use of AI Tools with De-Identified Transcript Retention\u003c/strong\u003e form that you can share with clients. You may consider using this form if:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ebbdc0ca436d937be100feaecc08da00a\"\u003eYou’re a new Note Taker or Care Aide customer and haven’t previously gathered consent from your clients\u003c/li\u003e\n\u003cli data-list-item-id=\"e7abd3e096a5149bc76574a7bb39d490f\"\u003eYou’re upgrading from Note Taker to Care Aide and want to gather consent for the use of additional features\u003c/li\u003e\n\u003cli data-list-item-id=\"e9792cb202b0c9a65b9eb7b4e0c631358\"\u003eYou’re using Note Taker or Care Aide and opting in to \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/42453057685133-Transcript-retention-FAQs\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003etranscript retention\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eConsent requirements can vary, so we recommend confirming the relevant requirements with your legal counsel and/or licensing board. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/42031351174797-Managing-consent-forms\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eManaging consent forms\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"manageca\"\u003e\u003cstrong\u003eManaging Care Aide in your account\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eCare Aide is available as a paid add-on on all SimplePractice \u003ca href=\"https://www.simplepractice.com/pricing/?g_acctid=419-488-5451\u0026amp;g_adgroupid=196817628403\u0026amp;g_adid=650953847013\u0026amp;g_adtype=search\u0026amp;g_campaign=Brand+%7C+Desktop+%7C+Wiggle\u0026amp;g_campaignid=23911583953\u0026amp;g_keyword=simplepractice%20plans\u0026amp;g_keywordid=kwd-294793847890\u0026amp;g_network=g\u0026amp;utm_source=google\u0026amp;utm_medium=cpc\u0026amp;utm_campaign=brand_desktop_wiggle\u0026amp;utm_adgroup=sp_plans\u0026amp;utm_term=simplepractice%20plans\u0026amp;device=c\u0026amp;network=g\u0026amp;matchtype=e\u0026amp;device=c\u0026amp;utm_content=650953847013\u0026amp;gad_source=1\u0026amp;gad_campaignid=23911583953\u0026amp;gbraid=0AAAAADqOPoPeR6wWaYlKh3baUqfza3kTw\u0026amp;gclid=CjwKCAjwxb7RBhA5EiwAQ-AAdMWUz439ecdzO8s1AB5q572kE_WM9NLYFUG6DWV4ykVv4KjcNgiiTxoCVyIQAvD_BwE\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eplans\u003c/strong\u003e\u003c/a\u003e. It includes everything included in Note Taker and expands on it with additional features across the care journey.\u003c/p\u003e\u003cp\u003eYou can choose whether to use Note Taker on its own or add Care Aide for the full feature set. If you enable Care Aide, Note Taker features are included automatically.\u003c/p\u003e\u003ch3 id=\"h_01KV98AJB67R1YEPY5RZBAYG7V\"\u003e\u003cstrong\u003eStarting a Care Aide trial\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eWhen you start a trial, you'll receive a confirmation email. After the trial, Care Aide costs $59/month for Account Owners and $49/month for each additional clinician in a group practice. You'll also receive notifications before your trial ends and when billing begins.\u003c/p\u003e\u003cp\u003eIf you currently have a paid Note Taker subscription, your existing Note Taker billing will continue during the Care Aide trial period, but you won’t be charged an additional amount while trialing Care Aide. \u003c/p\u003e\u003ch3 id=\"h_01KV98B60HQXR0GFC4YV0A995R\"\u003e\u003cstrong\u003eEnabling Care Aide\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eTo enable Care Aide:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ea0e3169a5ee36ac6c3686a9845177a1c\"\u003eNavigate to \u003cstrong\u003eSettings \u0026gt; Practice \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/practice_settings/billing_information\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ePlan info\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eb327f0ee168b8f2fc95e683124c350f3\"\u003eUnder Add-ons, click \u003cstrong\u003eManage access\u003c/strong\u003e next to Clinical support suite\u003c/li\u003e\n\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2940/1596;\" src=\"https://support.simplepractice.com/hc/article_attachments/46716469373069\" alt=\"manageaccess.simplepractice.enableca.png\" width=\"2940\" height=\"1596\"\u003e\u003c/figure\u003e\u003col start=\"3\"\u003e\u003cli data-list-item-id=\"e98ce26394025cdfe47567ceedc0a4734\"\u003eToggle \u003cstrong\u003eCare Aide\u003c/strong\u003e \u003cstrong\u003eon\u003c/strong\u003e \u003c/li\u003e\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2940/1596;\" src=\"https://support.simplepractice.com/hc/article_attachments/46716469374349\" alt=\"catoggle.simplepractice.enableca.png\" width=\"2940\" height=\"1596\"\u003e\u003c/figure\u003e\u003col start=\"4\"\u003e\u003cli data-list-item-id=\"e90e91aa54c7b0689cd337960e805e137\"\u003eClick \u003cstrong\u003eSave\u003c/strong\u003e\n\u003c/li\u003e\u003c/ol\u003e\u003cp\u003eIf you enable Care Aide for a pre-licensed clinician (supervisee), you can either provide them access to Note Checker or Note Taker. For more information, see \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45986014720909-Using-Note-Checker#enablenc\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eEnabling Note Checker\u003c/strong\u003e\u003c/a\u003e.\u003cstrong\u003e \u003c/strong\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eAccount Owners in a group practice can enable or disable Care Aide for individual clinicians. When Care Aide is enabled for a clinician, they’ll receive an email confirming their access has started.\u003c/p\u003e\u003ch3 id=\"h_01KV98E1DJMD3JEG95DVZ00XK0\"\u003e\u003cstrong\u003eTurning off Care Aide\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eYou can disable Care Aide at any time by toggling it off and clicking \u003cstrong\u003eSave\u003c/strong\u003e. \u003c/p\u003e\u003cp\u003e\u003cstrong\u003eImportant:\u003c/strong\u003e Turning off Care Aide during your trial won't pause or extend the trial period. While Care Aide is turned off, you won't have access to its features. If you turn Care Aide back on before the trial ends, you’ll regain access to the features for the remainder of your trial.\u003cspan style=\"color: #444746;\"\u003e \u003c/span\u003e\u003c/p\u003e\u003cp\u003eIf you previously subscribed to Note Taker, you'll be returned to your Note Taker subscription when Care Aide is turned off.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"feedback\"\u003e\u003cstrong\u003eLeaving feedback on features\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eYou can provide feedback directly when using each Care Aide feature. \u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e3799aa937618f34553cc150be6d4c5d2\"\u003eIntake Summaries: Select \u003cstrong\u003eHow was this summary? \u003c/strong\u003efrom the \u003cstrong\u003eInquiries\u003c/strong\u003e page or the client profile\u003c/li\u003e\n\u003cli data-list-item-id=\"e06b421741f8c4d9367e4a945c7e9b7ae\"\u003eClient Summaries: Select \u003cstrong\u003eHow was this summary?\u003c/strong\u003e below the generated summary\u003c/li\u003e\n\u003cli data-list-item-id=\"e9d74f1b91bb5db1ecc8efd270b4a265a\"\u003eTreatment Planner: Select \u003cstrong\u003eHelp us improve\u003c/strong\u003e \u003c/li\u003e\n\u003cli data-list-item-id=\"e81c7de6943be9113b91dffc62e79daa5\"\u003eSession Sidekick: Use the thumbs up or thumbs down to indicate whether the content aligns with your preferences \u003c/li\u003e\n\u003cli data-list-item-id=\"e068264f9228e2a0a612519b69ff657b6\"\u003eNote Checker: Select \u003cstrong\u003eHelp us improve\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eYou can rate the feature and provide written feedback. Our team reviews this feedback to improve these tools over time. If you notice recurring issues that affect your workflow, you can also \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360002795252-Getting-support-via-email-help-request\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ereach out to our team\u003c/strong\u003e\u003c/a\u003e. \u003c/p\u003e\u003chr\u003e\u003ch2 id=\"additionalrec\"\u003e\u003cstrong\u003eAdditional resources\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eFor more information about Care Aide, see:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e30ab1838fcfcd4eb769549fa406582d2\"\u003e\u003ca href=\"https://simplepractice-demo.navattic.com/8j8i0uti\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eCare Aide demo\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ed2d7c607a0c62e414475a8776a35fe94\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45207330389901-Care-Aide-FAQs\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eCare Aide FAQs\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"eae488608bf4dcfa06b4d7926839eecc9\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45183248047373-Using-Intake-Summaries\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eUsing Intake Summaries\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e90645d6621019f9762d5f90a9529d75d\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45206963207053-Using-Session-Sidekick\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eUsing Session Sidekick\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e0628678fc343fa461f648b043a97c43c\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45207035372045-Using-Session-Summaries\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eUsing Client Summaries\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e9d615695494d07963a02d422d2f4afce\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45207099250573-Using-Treatment-Planner\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eUsing Treatment Planner\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e24cdafd586b661613071246c5f08e733\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/45986014720909-Using-Note-Checker\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eUsing Note Checker\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e","user_segment_ids":[],"snippet":"provide them access to \u003cem\u003eNote\u003c/em\u003e Checker or \u003cem\u003eNote\u003c/em\u003e Taker. For more information, see Enabling \u003cem\u003eNote\u003c/em\u003e Checker. \u003cem\u003eNote\u003c/em\u003e: Account Owners in","result_type":"article"},{"id":23438107213837,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/23438107213837.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/23438107213837-Using-SimplePractice-as-a-clinician-in-a-group-practice-On-demand-class","author_id":375959572091,"comments_disabled":true,"draft":false,"promoted":false,"position":2,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":44143782618637,"created_at":"2024-01-23T00:13:29Z","updated_at":"2026-09-28T17:39:17Z","name":"Using SimplePractice as a clinician in a group practice – On-demand class","title":"Using SimplePractice as a clinician in a group practice – On-demand class","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-09-28T17:39:17Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KCA48ZSCZ7XQ9SEKKXPY8SA2","01KCA72EE55SRBXFFHXFSQMZXN","01KCMDNSJGDTEK4CV52XF7KVE4"],"label_names":["group practice setup","clinician setup","clinician setup class"],"body":"\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/qe86j2rjxp\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003cp id=\"h_01HJM6KH4RNDM301Q6AWQ879XM\"\u003e\u003cstrong\u003eAbout this class\u003c/strong\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eThis on-demand class is a specifically designed training video series for \u003cstrong\u003eclinicians in a group practice\u003c/strong\u003e. In the series of videos below, we'll cover navigating SimplePractice, \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/207925943-Sending-intake-forms-and-documents-to-clients\"\u003e\u003cspan style=\"color: #1371cb;\"\u003e\u003cstrong\u003esending intake forms\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e, \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/210389463-Adding-and-managing-appointments\"\u003e\u003cspan style=\"color: #1371cb;\"\u003e\u003cstrong\u003escheduling appointments\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e, \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/18510509280525-Using-progress-and-psychotherapy-notes\"\u003e\u003cspan style=\"color: #1371cb;\"\u003e\u003cstrong\u003ewriting and completing documentation\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e, and \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/15672404468749-Getting-started-with-client-billing\"\u003e\u003cspan style=\"color: #1371cb;\"\u003e\u003cstrong\u003ethe basics for billing\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e In this guide, we’ll cover:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"eb0e4010296e6990cd176f62b62d87474\"\u003e\u003ca href=\"#videoplaye\"\u003e\u003cstrong\u003eVideo player controls\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e8106f8ef8295ead7df2943fb4ee1e2fa\"\u003e\u003ca href=\"#part1.gets\"\u003e\u003cstrong\u003ePart 1. Getting started tour\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e96a5a36462a7f78b465384bffd9dead2\"\u003e\u003ca href=\"#part2.addi\"\u003e\u003cstrong\u003ePart 2. Adding a client and meeting \u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"eefb896c76ee167daf1e102a0102d4de8\"\u003e\u003ca href=\"#part3.note\"\u003e\u003cstrong\u003ePart 3. Notes \u0026amp; documentation\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ef141955652d1bca75538b2dc1c218478\"\u003e\u003ca href=\"#part4.bill\"\u003e\u003cstrong\u003ePart 4. Billing\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"eb0a477eb552a2bc9189a3db0861b3916\"\u003e\u003ca href=\"#part5.popu\"\u003e\u003cstrong\u003ePart 5. Popular features\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003chr\u003e\u003ch2 id=\"videoplaye\"\u003e\u003cstrong\u003eVideo player controls\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eHover your mouse over the video to access the following options. \u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"eb768b052f3b70f1bb182b0bfda2aa1c1\"\u003eTo view the video in full screen mode, click \u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/23438107199629\" alt=\"wistia\" width=\"24\" height=\"21\"\u003e, and to exit, click it again or press \u003cstrong\u003eesc\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e25e6f2bd072296408e416e6ae5c0a603\"\u003eTo display the chapter list, click \u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/23438062938253\" alt=\"bulletedlines.simplepractice.video.png\" width=\"20\" height=\"20\"\u003e and select a chapter\u003c/li\u003e\n\u003cli data-list-item-id=\"ed2d9fd67d0996b85bc4246f4e60cb55b\"\u003eTo change the speed or quality of the video, click \u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/23438062939149\" alt=\"gear.simplepractice.video.png\" width=\"21\" height=\"21\"\u003e, and choose the option you prefer\u003c/li\u003e\n\u003cli data-list-item-id=\"ee71687d41c0a810563a91c4016178052\"\u003eTo change the volume, click \u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/23438062940173\" alt=\"speaker.simplepractice.video.png\" width=\"21\" height=\"21\"\u003e, and drag the circle up or down\u003c/li\u003e\n\u003cli data-list-item-id=\"e3c7c43401c7d3a52ef61f90df5b209e5\"\u003eTo enable or disable closed captioning and search the transcript, click \u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/23438107202701\" alt=\"cc.simplepractice.video.png\" width=\"21\" height=\"21\"\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003chr\u003e\u003ch2 id=\"part1.gets\"\u003e\u003cstrong\u003ePart 1. Getting started tour\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eIn part 1, we’ll review the main workflows in SimplePractice to help you get comfortable.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-media\"\u003e\u003cdiv data-oembed-url=\"https://simplepractice.wistia.com/medias/8j2sf23o8q\"\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/8j2sf23o8q\" frameborder=\"0\" allowfullscreen=\"\" allow=\"encrypted-media\" style=\"width: 100%; aspect-ratio: 16 / 9;\"\u003e\u003c/iframe\u003e\u003c/div\u003e\u003c/figure\u003e\u003chr\u003e\u003ch2 id=\"part2.addi\"\u003e\u003cstrong\u003ePart 2. Adding a client and meeting\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003ePart 2 includes two videos that go more in depth on \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/12416306860429-Adding-a-new-client-and-navigating-your-Clients-and-contacts-list#addingacli\"\u003e\u003cspan style=\"color: #1f73b7;\"\u003e\u003cstrong\u003eadding a client\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e and how to schedule a Telehealth appointment.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/ajyev17hyx\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003cp id=\"01HMST0RBC7QK83KB28QMXQGYA\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eThe first video covers adding a new client, \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/207925943-Sending-intake-forms-and-documents-to-clients\"\u003e\u003cspan style=\"color: #1f73b7;\"\u003e\u003cstrong\u003esending intake paperwork\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e, \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/20108059649421-Managing-the-client-Files-Overview-page\"\u003e\u003cspan style=\"color: #1f73b7;\"\u003e\u003cstrong\u003eviewing completed paperwork\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e, and understanding the client’s \u003cstrong\u003eOverview\u003c/strong\u003e page.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HMST150QBB9PBX1RGYAY7BKD\"\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/tid51k3okf\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eThe second video covers best practices for hosting \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360001196372-Getting-started-with-Telehealth\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eTelehealth appointments\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e. \u003c/span\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e\u003c/span\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"part3.note\"\u003e\u003cstrong\u003ePart 3. Notes \u0026amp; documentation\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003ePart 3 includes two videos that review \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/28743754453773-Using-progress-and-psychotherapy-notes-for-individual-appointments#howtowrite\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e\u003cstrong\u003ewriting a progress note\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e and other documentation.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/sqn499xl98\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eIn the first video, we'll review documentation on the client’s \u003cstrong\u003eOverview \u003c/strong\u003epage and how to \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/28743754453773-Using-progress-and-psychotherapy-notes-for-individual-appointments#howtowrite\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ewrite a progress note\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e for an appointment.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/dzen0p9zy9\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eIn the second video, we’ll review client \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360006912192-Using-chart-notes\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003echart notes\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e, \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/17766520981133-Using-administrative-notes\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eadministrative notes\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e, \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/26718620392845\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ediagnosis and treatment plans\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e, \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/41859296946573\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003emental status exams\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e, and \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/41863613529997\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eother documents\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e.\u003c/span\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e\u003c/span\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"part4.bill\"\u003e\u003cstrong\u003ePart 4. Billing\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eIn part 4, we’ll cover a quick review of the \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/15672404468749-Getting-started-with-client-billing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ebilling process\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/o1wsjbq42b\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"part5.popu\"\u003e\u003cstrong\u003ePart 5. Popular features\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003ePart 5 includes videos that cover our most popular features:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"efff680e816afce6b1f8b2119c7afd012\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/207624876-Enabling-online-appointment-requests\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eOnline appointment requests\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ea49721cd3e980da780e10a9579504b5c\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/115003629583-Getting-started-with-Secure-Messaging\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSecure Messaging\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/cub27f84dk\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eIn this video, we cover enabling \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/207624876-Enabling-online-appointment-requests\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eonline appointment requests\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e and \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/208483776-Managing-your-Availability\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003esetting up your availability\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/3bxu6aahkk\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eIn this video, we go over how to \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/115003629583-Getting-started-with-Secure-Messaging\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eeasily message\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e with clients and other members of your group practice safely and securely.\u003c/span\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"3. \u003cem\u003eNotes\u003c/em\u003e \u0026amp; \u003cem\u003edocumentation\u003c/em\u003e Part 3 includes two videos that review writing a progress \u003cem\u003enote\u003c/em\u003e and other \u003cem\u003edocumentation\u003c/em\u003e. In","result_type":"article"},{"id":27197674366349,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/27197674366349.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/27197674366349-Using-SimplePractice-as-a-scheduler-in-a-group-practice-On-demand-class","author_id":375959572091,"comments_disabled":true,"draft":false,"promoted":false,"position":4,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":44143782618637,"created_at":"2024-05-31T18:39:15Z","updated_at":"2026-03-09T19:53:41Z","name":"Using SimplePractice as a scheduler in a group practice – On-demand class","title":"Using SimplePractice as a scheduler in a group practice – On-demand class","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-12-16T23:08:46Z","user_segment_id":null,"permission_group_id":1743852,"content_tag_ids":["01KCA48ZSCZ7XQ9SEKKXPY8SA2","01KCA72EE55SRBXFFHXFSQMZXN","01KCMDNSJGDTEK4CV52XF7KVE4","01KCMPQBT89MN01M8RJNJB1BC6"],"label_names":["Scheduler"],"body":"\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/laazwyp8hn\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003cp id=\"h_01HJM6KH4RNDM301Q6AWQ879XM\"\u003e\u003cstrong\u003eAbout this class\u003c/strong\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eThis on-demand class is specifically designed for \u003cstrong\u003eschedulers in a group practice\u003c/strong\u003e. In the series of videos below, we'll cover navigating SimplePractice, \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/210389463-Adding-and-managing-appointments\"\u003e\u003cstrong\u003escheduling appointments\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e, \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360057828931-Getting-Started-with-Client-Management-on-demand-class\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eclient management\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e,\u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/208483776-Managing-your-Availability\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003e availability\u003c/strong\u003e\u003c/a\u003e,\u003cspan style=\"color: #4a4a4a;\"\u003e \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/15672404468749-Getting-started-with-client-billing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eclient billing\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e, \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/18510509280525-Using-progress-and-psychotherapy-notes\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003enotes and documentation\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eFor a brief review of how to use SimplePractice as a clinician, watch our video: \u003c/span\u003e\u003ca href=\"https://simplepractice.wistia.com/medias/r5hxhxzmsl\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eGet started in 15 minutes\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eIn this guide, we’ll cover:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e1e5519aa44111dba524839e25790145e\"\u003e\u003ca href=\"#videoplaye\"\u003e\u003cstrong\u003eVideo player controls\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e4155c7ab928973cd86fd13b4922d64be\"\u003e\u003ca href=\"#part1.navi\"\u003e\u003cstrong\u003ePart 1. Navigating the calendar and client profile\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"ed96108efa4572800e678143c5b918617\"\u003e\u003ca href=\"#part2.addi\"\u003e\u003cstrong\u003ePart 2. Adding a client and appointment\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e9b02ab1e875d788b6b311d5bb08ad536\"\u003e\u003ca href=\"#part3.mana\"\u003e\u003cstrong\u003ePart 3. Managing online appointment requests\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e52a51dceb6ed1c8225a2f07bfeb27b8f\"\u003e\u003ca href=\"#part4.bill\"\u003e\u003cstrong\u003ePart 4. Client billing, progress notes, and other documentation\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"ea6996edf1aea86dc6fd43befbeebb111\"\u003e\u003ca href=\"Popular%20SimplePractice%20features\"\u003e\u003cstrong\u003ePart 5. Popular features\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003chr\u003e\u003ch2 id=\"videoplaye\"\u003e\u003cstrong\u003eVideo player controls\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eHover your mouse over the video to access the following options. \u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e4c837953faf9131442c490b629ffaddf\"\u003eTo view the video in full screen mode, click \u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/27197674350349\" alt=\"wistia\" width=\"24\" height=\"21\"\u003e, and to exit, click it again or press \u003cstrong\u003eesc\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e313591909896cbb90e5ee27e8ac19b4d\"\u003eTo display the chapter list, click \u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/27197674351629\" alt=\"bulletedlines.simplepractice.video.png\" width=\"20\" height=\"20\"\u003e and select a chapter\u003c/li\u003e\n\u003cli data-list-item-id=\"e95269ae95341e187b357b7ec9343d82e\"\u003eTo change the speed or quality of the video, click \u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/27197674354189\" alt=\"gear.simplepractice.video.png\" width=\"21\" height=\"21\"\u003e, and choose the option you prefer\u003c/li\u003e\n\u003cli data-list-item-id=\"e6a1f67fe8334c8c6d5f45857f8803181\"\u003eTo change the volume, click \u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/27197674357389\" alt=\"speaker.simplepractice.video.png\" width=\"21\" height=\"21\"\u003e, and drag the circle up or down\u003c/li\u003e\n\u003cli data-list-item-id=\"ef1c6240d53d994e9bd1577497ff920fb\"\u003eTo enable or disable closed captioning and search the transcript, click \u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/27197674358285\" alt=\"cc.simplepractice.video.png\" width=\"21\" height=\"21\"\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003chr\u003e\u003ch2 id=\"part1.navi\"\u003e\u003cstrong\u003ePart 1. Navigating the calendar and client profile\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eIn part 1, we’ll review the calendar page, advanced filters, and the client profile page.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/qiueb4xscp\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eThe first video covers \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360020386171-Using-your-calendar-in-a-group-practice\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e\u003cstrong\u003enavigating the calendar\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e and applying calendar filters. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/w8h2uhukwn\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003cp\u003eIn the second video, we'll review the \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/12416306860429-Adding-a-new-client-and-navigating-your-Clients-and-contacts-list\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eClient profile page.\u003c/strong\u003e\u003c/a\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"part2.addi\"\u003e\u003cstrong\u003ePart 2. Adding a client and appointment\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003ePart 2 includes two videos that go more in depth on \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/12416306860429-Adding-a-new-client-and-navigating-your-Clients-and-contacts-list#addingacli\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eadding a client\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e and \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/210389463-Adding-and-managing-appointments\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003escheduling a client appointment\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eIn the first video, we’ll review \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/12416306860429-Adding-a-new-client-and-navigating-your-Clients-and-contacts-list#addingacli\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eadding a new client\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e, \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/207925943-Sending-intake-forms-and-documents-to-clients\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003esending intake paperwork\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e, and \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/20108059649421-Managing-the-client-Files-Overview-page\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eviewing completed paperwork\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/ajyev17hyx\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003cp id=\"01HMST0RBC7QK83KB28QMXQGYA\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eThe first video covers adding a new client, \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/207925943-Sending-intake-forms-and-documents-to-clients\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e\u003cstrong\u003esending intake paperwork\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e, \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/20108059649421-Managing-the-client-Files-Overview-page\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e\u003cstrong\u003eviewing completed paperwork\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e, and understanding the client’s \u003cstrong\u003eOverview\u003c/strong\u003e page.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003ch2 id=\"h_01HMST150QBB9PBX1RGYAY7BKD\"\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/erfqif7exm\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eThe second video covers basics of \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/210389463-Adding-and-managing-appointments\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e\u003cstrong\u003escheduling a client appointment\u003c/strong\u003e\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #333333;\"\u003e\u003cstrong\u003eNote: \u003c/strong\u003eTo \u003c/span\u003e\u003cspan style=\"color: #4a4a4a;\"\u003elearn more about client management\u003c/span\u003e\u003cspan style=\"color: #333333;\"\u003e, see\u003c/span\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/360057828931\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eGetting started with Client Management on-demand class\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e.\u003c/span\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"part3.mana\"\u003e\u003cstrong\u003ePart 3. Managing Online Appointment Requests\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003ePart 3 includes two videos about \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/207624876-Enabling-online-appointment-requests\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eonline appointment requests\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eIn this video, we cover enabling \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/207624876-Enabling-online-appointment-requests\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003cstrong\u003eonline appointment requests\u003c/strong\u003e \u003c/span\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eand\u003c/span\u003e\u003cstrong\u003e \u003c/strong\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/208483776-Managing-your-Availability\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003esetting up your availability\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/2myx8uw4lo\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eIn this video, we cover \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/208483776-Managing-your-Availability\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003emanaging your availability.\u003c/strong\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/cub27f84dk\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"part4.bill\"\u003e\u003cstrong\u003ePart 4. Client billing, progress notes, and other documentation\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003ePart 4 includes two videos that go more in depth on \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/15672404468749-Getting-started-with-client-billing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eclient billing\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e, \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/18510509280525-Using-progress-and-psychotherapy-notes#howtowrite\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ewriting a progress note \u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eand other documentation.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/o1wsjbq42b\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #4a4a4a;\"\u003eIn the first video, we’ll cover a quick review of the \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/15672404468749-Getting-started-with-client-billing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ebilling process\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"background-color: #ffffff; color: #4a4a4a;\"\u003e.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/sqn499xl98\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eIn the second video, we'll review documentation on the client’s \u003cstrong\u003eOverview \u003c/strong\u003epage and how to \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/18510509280525-Using-progress-and-psychotherapy-notes#howtowrite\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ewrite a progress note\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e for an appointment.\u003c/span\u003e\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"part5.popu\"\u003e\u003cstrong\u003ePart 5. Popular SimplePractice features\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003ePart 5 includes videos that cover popular features for group practices:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"ef1db0bc8c586f7b04b8e6c2d678204ae\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/115003629583-Getting-started-with-Secure-Messaging\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSecure Messaging\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e6dc261a250ed3a42fa96db85ae0403c9\"\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/19385683508237\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eClient waitlist\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/3bxu6aahkk\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eIn this video, we go over how to \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/115003629583-Getting-started-with-Secure-Messaging\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eeasily message\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e with clients and other members of your group practice safely and securely.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003ciframe src=\"//fast.wistia.com/embed/iframe/9rtggbv3of\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #4a4a4a;\"\u003eIn the second video, we’ll review adding clients to the \u003c/span\u003e\u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/19385683508237-Managing-the-client-waitlist\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ewaitlist\u003c/strong\u003e\u003c/a\u003e\u003cspan style=\"color: #4a4a4a;\"\u003e when your practice isn’t currently accepting new clients.\u003c/span\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"client management, availability, client billing, \u003cem\u003enotes\u003c/em\u003e and \u003cem\u003edocumentation\u003c/em\u003e. For a brief review of how to use SimplePractice","result_type":"article"},{"id":210590483,"url":"https://simplepractice.zendesk.com/api/v2/help_center/en-us/articles/210590483.json","html_url":"https://support.simplepractice.com/hc/en-us/articles/210590483-Adding-your-practice-logo-to-printable-documents","author_id":398386804592,"comments_disabled":true,"draft":false,"promoted":false,"position":3,"vote_sum":7,"vote_count":11,"upvote_count":9,"downvote_count":2,"section_id":44118118582669,"created_at":"2016-05-25T22:02:37Z","updated_at":"2026-03-09T01:15:40Z","name":"Adding your practice logo to printable documents","title":"Adding your practice logo to printable documents","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-12-12T03:33:40Z","user_segment_id":null,"permission_group_id":1743872,"content_tag_ids":["01KC5AFEYXJJMDAHTQZ4V79J1V","01KC5AG4Z39H2V9AP1PYXXA4ZJ"],"label_names":["logo"],"body":"\u003cp\u003eYou can upload your practice logo and choose to display it on invoices, statements, and superbills. It will also appear on completed, printable versions of consent documents, intake forms and progress notes.\u003c/p\u003e\u003cp\u003eIn this guide, we'll cover:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e4c0aad183789b57210f94f29e5c07c97\"\u003e\u003ca href=\"#h_01KC588NKNDYRZRE2P6BKR63W0\"\u003e\u003cstrong\u003eUploading your practice logo\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"ee96935a377186c6e7fdbb991edf81479\"\u003e\u003ca href=\"#h_01KC588NKNF37YSPW00RHQBQK6\"\u003e\u003cstrong\u003eUnderstanding logo visibility on documents\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eNote: \u003c/strong\u003eTo be uploaded and displayed properly on your documents, your practice logo must be a \u003cstrong\u003e.jpg\u003c/strong\u003e or\u003cstrong\u003e .png image\u003c/strong\u003e, under \u003cstrong\u003e10 MB\u003c/strong\u003e, and \u003cstrong\u003eat least 200 pixels tall by 300 pixels wide\u003c/strong\u003e.\u003c/p\u003e\u003chr\u003e\u003ch2 id=\"h_01KC588NKNDYRZRE2P6BKR63W0\"\u003e\u003cstrong\u003eUploading your practice logo\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eTo upload your logo:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"efa73f9f2cea33333e39fb13153dba086\"\u003eNavigate to \u003cstrong\u003eSettings \u0026gt; Practice \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/practice_settings/practice_details\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ePractice details\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e61091896e579aeb93fccab1624c22c4b\"\u003eUnder \u003cstrong\u003ePractice Logo, \u003c/strong\u003edrag and drop your logo into the image box, or click \u003cstrong\u003eChoose image\u003c/strong\u003e and select the file on your computer\u003cul\u003e\u003cli data-list-item-id=\"ec33346432ddb664589b3cee5f5771603\"\u003eYou can only use JPEG (.jpg) or PNG (.png) files\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/39872117032461\" alt=\"An image showing the Practice Logo upload box in SimplePractice settings.\"\u003e\u003c/figure\u003e\u003col start=\"3\"\u003e\u003cli data-list-item-id=\"efa29f2e0527ddc348859b2797dd8376a\"\u003eTo manage which billing documents include the logo, click \u003ca href=\"https://secure.simplepractice.com/practice_settings/billing_details\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ehere\u003c/strong\u003e\u003c/a\u003e next to the helper text to open the \u003ca href=\"https://secure.simplepractice.com/practice_settings/billing_details\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eClient billing documents\u003c/strong\u003e\u003c/a\u003e page\u003cul\u003e\u003cli data-list-item-id=\"e01b480632e56023f754e7852b2423af2\"\u003eYou can also navigate to \u003cstrong\u003eSettings \u0026gt; Client billing and insurance \u0026gt; \u003c/strong\u003e\u003ca href=\"https://secure.simplepractice.com/practice_settings/billing_details\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eClient billing documents\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/39872117033357\" alt=\"An image showing the checkboxes in Practice Details used to select which documents will display the logo.\"\u003e\u003c/p\u003e\u003col start=\"4\"\u003e\n\u003cli data-list-item-id=\"e0688ab0843b90ddcbecaa8ac7985a2b0\"\u003eUnder each billing document type, check the box next to \u003cstrong\u003eInclude practice logo\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ef61c8662d3c5af744ce8f691e1b45be6\"\u003eClick \u003cstrong\u003eSave changes\u003c/strong\u003e in the upper right corner\u003c/li\u003e\n\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2876/1404;\" src=\"https://support.simplepractice.com/hc/article_attachments/41836798740365\" width=\"2876\" height=\"1404\"\u003e\u003c/figure\u003e\u003chr\u003e\u003ch2 id=\"h_01KC588NKNF37YSPW00RHQBQK6\"\u003e\u003cstrong\u003eUnderstanding logo visibility on documents\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eYour logo will only appear on printable versions of documents. It will not appear in the draft or unsigned versions.\u003c/p\u003e\u003cp\u003eFor \u003ca href=\"https://support.simplepractice.com/hc/en-us/articles/8490137073677\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003einvoices, statements, and superbills\u003c/strong\u003e\u003c/a\u003e, if you have selected the \u003cstrong\u003eInclude practice logo\u003c/strong\u003e checkbox on the \u003ca href=\"https://secure.simplepractice.com/practice_settings/billing_details\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eClient billing documents\u003c/strong\u003e\u003c/a\u003e settings page, the logo will appear after you save and open the printable version of the document.\u003c/p\u003e\u003cp\u003eFor \u003cstrong\u003econsent documents\u003c/strong\u003e and \u003cstrong\u003eintake forms\u003c/strong\u003e, your logo will only appear after the client completes and submits the document through the Client Portal. When you open the completed document from the client's profile page or your client opens the completed document from their Client Portal, the logo will appear at the top.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/39872092622989\" alt=\"A PDF preview of a completed intake form showing the practice logo at the top.\"\u003e\u003c/p\u003e\u003cp\u003eFor \u003cstrong\u003eprogress notes\u003c/strong\u003e, the logo will only appear at the top after you save the progress note and open the printable version of the document.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://support.simplepractice.com/hc/article_attachments/39872092623885\" alt=\"A PDF preview of a completed progress note showing the practice logo at the top.\"\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"Understanding logo visibility on \u003cem\u003edocuments\u003c/em\u003e \u003cem\u003eNote\u003c/em\u003e: To be uploaded and displayed properly on your \u003cem\u003edocuments\u003c/em\u003e, your practice logo must","result_type":"article"}]}