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- Note Taker Q&A live class
- 2025 plans and pricing updates live webinars
- Registering for live demos
- Getting Started Open Q&A
- Insurance Q&A live class
- Getting started with SimplePractice
- Getting started with Telehealth
- Getting started with online payments
- Getting started with Therapy Finder
- SimplePractice mobile app FAQs
- Getting started with the SimplePractice for Clinicians app
- Transferring client data to SimplePractice
- Optimizing your internet connection for SimplePractice
- Setting up your browser for SimplePractice
- Managing time zones
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- Creating tasks for your practice
- Understanding the Client Care settings experience
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- Understanding the Billing settings experience
- Will SimplePractice work for me?
- Subscription plan changes FAQs
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- Choosing your specialty
- Which subscription plan is right for me?
- Luminello/SimplePractice Pre-Transition Live Q&A
- Transitioning from Luminello to SimplePractice
New Releases
- Adding ePrescribe to your SimplePractice account
- Completing registration for ePrescribe (non-controlled substances)
- Completing EPCS registration for ePrescribe
- Managing a client’s medications with ePrescribe
- Managing calendar sync for Microsoft 365 Outlook Calendar
- Managing calendar sync for Google Calendar
- Managing calendar sync for Apple Calendar
- Navigating the Inquiries page
- Getting started with calendar sync
- Updates to the left navigation menu
- Managing the integrated contact form
- Enhanced Client Management for group appointments
- Creating client announcements
- Adding a new client and navigating your Clients and contacts list
- Navigating the client Overview page
- Editing a client's information
- Using Telehealth features
- Telehealth FAQs
- Troubleshooting Telehealth appointment issues
- Setting up the Client Portal
- Assisting clients with signing in to the Client Portal
- The SimplePractice Client Portal mobile app
- Troubleshooting the Client Portal for an individual client
- Setting up appointment and time of scheduling reminders
- Explaining client email and reminder macros
- Managing the client Files Overview page
- North Carolina Health Information Exchange (HIE) FAQs
- Getting started guides for your clients
- Getting started guides for clients: How to log in to the Client Portal
- Telehealth FAQs for clients
- Getting started guides for clients: How to request appointments
- Getting started guides for clients: How to confirm and cancel appointments
- Getting started guides for clients: How to use Secure Messaging
New Releases
- Team member roles and access levels
- Adding and managing team members
- Group practice FAQs
- Adding a supervisor to review and sign notes
- Adding team members or clients using the same email address
- Using your calendar in a group practice
- Navigating the Income allocation report
- Navigating the Appointment status report
- Understanding your insurance reports
- Understanding your billing reports
- Understanding your clients and appointments reports
- Understanding your income reports
- Being HIPAA compliant with SimplePractice
- Understanding the impact of the Change Healthcare breach
- SimplePractice research studies
- Receiving an Adapter Error
- Important information about SimplePractice’s new terms and policies update
- Managing your profile and 2-step verification
- Trouble logging in to your account
- AMA fee FAQs
- Canceling your account
- Preparing your SimplePractice account for a leave of absence
- Sales tax FAQs
- SimplePractice pricing and subscription FAQs
- SimplePractice subscription billing information
- Setting up your Professional Website
- Setting a domain
- Custom domain FAQs
- Making sure your Professional Website is compliant
- Customizing your profile for the Directory and Professional Website
- Building a rich Therapy Finder profile
- Sending and receiving Clinician Referrals
- License verification for Monarch
- Closing SimplePractice Learning FAQs
- Getting Phone Support assistance
- Pollen Magazine
- How can I get help from your team?
- Logging in to SimplePractice and submitting help requests
- Getting support with Live Chat
- Sharing a secure URL with your help request
- Managing SEO for your Professional Website and Therapy Finder profile
- Resources for marketing your practice
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