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Popular Classes
New Releases
- On-demand Classes and Q&As
- SimplePractice Product Demo
- Account Setup for Solo Practices on-demand class
- Account Setup for Group Practices on-demand class
- Getting Started Open Q&A
- Insurance Q&A live class
- Getting started with SimplePractice
- Getting started with Telehealth
- Getting Started Guide: Insurance
- Getting started with Online Payments
- Getting started with the SimplePractice mobile app
- Getting started as a group practice
- Switching to SimplePractice
- Can I merge or link my accounts?
- What are the minimum requirements for successfully using SimplePractice?
- How to optimize your internet connection for SimplePractice
- How to set up your browser for SimplePractice
- Entering your practice settings
- Setting your practice time zone
- Adding office locations
- Adding a practice logo to documents
- Setting up your billing and automations
- Creating and using service codes and products
- Will SimplePractice work for me?
- Is a group practice right for me?
- Which subscription plan is right for me?
- How much does it cost to bill insurance through SimplePractice?
- How do I choose a Specialty?
New Releases
- Managing your Availability
- Navigating your calendar
- Adding and managing appointments
- Enabling online appointment requests
- Adding the Appointment-request Widget to your website
- How to change an appointment status
- Adding a new client and navigating your Clients & Contacts list
- Navigating the client Overview page
- Editing a client's information
- Managing client and insurance billing
- Updating a client's insurance in their settings
- Managing your client profiles through Enhanced Client Management
- Using Telehealth features
- Telehealth FAQs
- Troubleshooting Telehealth appointment issues
- Setting up the Client Portal
- Assisting clients with signing into the Client Portal
- How to individually update and troubleshoot the Client Portal for a client
- How to set up appointment and time of scheduling reminders
- Making sense of client reminder statuses
- 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
- Understanding your Analytics dashboard and reports
- Appointment Status Report: Checking the billing and documentation status for appointments
- Coverage Reports in SimplePractice
- Tax Report FAQs
- How to access your 1099-K form
- Being HIPAA compliant with SimplePractice
- SimplePractice Community and Social Media Terms of Use
- Account Activity: Tracking changes and information access in your account
- Data export: Exporting client information
- Exporting private practice billing data to Quickbooks or Excel
- Can I send a mass email to all of my clients through SimplePractice?
- Trouble logging in to your account
- What happens when I select a new subscription plan?
- Sales tax FAQs
- SimplePractice pricing and subscription FAQs
- SimplePractice subscription billing information
- Refer-a-Colleague: SimplePractice referral program
- SimplePractice Enterprise
- Managing your Availability for in-network client referrals
- Setting up your Professional Website
- Setting a domain
- Making sure your Professional Website is compliant
- Monarch FAQs
- Updating your Public Information settings
- License verification for Monarch
- Best practices for your Monarch profile
- How Monarch profiles are ranked
- SimplePractice Learning: Continuing Education Marketplace
- 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
- Using the SimplePractice Community Forum
- Resources for marketing your practice
- Marketing and social media resources for Monarch
Featured Guides
- On-demand Classes and Q&As
- Getting started with SimplePractice
- Getting started with Telehealth
- Getting Started Guide: Insurance
- Getting started with Online Payments
- Getting started with the SimplePractice mobile app
- Switching to SimplePractice
- Will SimplePractice work for me?
- Managing your Availability
- Sending intake forms and documents to clients
- Getting started guides for your clients
- Being HIPAA compliant with SimplePractice
- Monarch FAQs
- Updating your Public Information settings
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