0.1 Set Up Practice Settings

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Ready to create easy-to-read statements and superbills for your clients? Want to automate billing for your practice? Just spend 5 minutes filling out your practice settings.

Start now by heading to your My Account > Settings Page or click here.

BASIC SETTINGS

Your Personal Info is what SimplePractice has on file for your account. This information isn't client-facing so you can feel free to use your personal email address or phone number if you need to recover your password or verify your account.

Your Clinical Info is where you'll store your license information and your NPI.

PRACTICE SETTINGS

This information is client-facing. Enter your office location addresses, phone numbers, and email addresses for your practice. When clients need to contact you, this is the information they'll see on their billing documents and the Client Portal.

BILLING

We'll look at most of the billing settings later in Part 2, but it's important to include your Tax ID (recommended) or Social Security Number for billing purposes. This page is where you'll also enter your Organization NPI if you're in a group practice.

CALENDAR

Sync your SimplePractice calendar with an external calendar such as Google Calendar or iCal. This is currently a one-way sync for security reasons, from SimplePractice to your calendar via a subscription link. Your external calendar will draw appointments from your SimplePractice schedule and display them. The unique link that is generated should not be shared with anyone as it contains the information from your SimplePractice schedule.

Next: 0.2 Import Your Client List

Quick Start Table of Contents

0.1 Set Up Practice Settings
0.2 Import Your Client List
0.3: Accepting Credit Cards
0.4 Send a Client Intake
0.5: Create a Note Template

 

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