The Settings section is where you will enter general information about you (license, NPI, etc.) and your practice (practice name, address, timezone, etc.).
Here is how to get to the Settings section:
The navigation sidebar (located on the left) contains several sections including Practice Settings, Scheduling, and Client Communication. Under each of these sections, there are the corresponding subsections that will be covered in more detail below.
- Personal Info: This is what 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.
- Clinical Info: This is where you'll store your license information and your NPI.
- 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 will see on billing documents and the Client Portal.
- Tax ID (recommended) or Social Security Number for billing purposes.
- Organization NPI if you're in a group practice.
You can sync your SimplePractice calendar with an external calendar such as Google Calendar or Apple's 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.
Note: Do not share the subscription link with anyone as it contains the information from your SimplePractice schedule.
Quick Start Table of Contents