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How to use Secure Messaging with your Team

Secure Messaging works the same way for your team as it does with clients, but the potential uses depend entirely on your team member’s role:

  • Billers and Schedulers can now leave clinicians direct messages with their questions, notes, or actions required.
  • Schedulers can instantly inform clinicians when a client calls or leaves a message.
  • Billers can easily communicate about insurance information for a specific client.
  • Supervisors can advise interns directly in SimplePractice.
  • Clinicians can collaborate with other clinicians in your practice on a case, coordinate office scheduling, and even share SimplePractice tips.

Note: Clinicians will only be able to message clients if they have been granted Client Access. To learn more about client access click here.

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