The Reports page of your SimplePractice account includes 6 reports related to clients, appointments, and emails. These reports will help you to understand client information, appointment status, reminders, and emails from SimplePractice.
Note: For information on the Analytics Dashboard and other reports, see Understanding your Analytics Dashboard and Reports.
In this guide, we’ll cover the following reports:
Tip: You can change the sorting order (ascending or descending) for all columns in each report unless otherwise stated. To do this, click the name of the column.
Client details
The Client details report displays basic information that you can manage, filter, and export for active and inactive clients. You can also use this report to manage new appointments or inactive clients for discharge.
You can view the following for each client, based on the report's columns:
- Client
- Client type
- Clinician (Group practices only)
- Date added
- Last appointment
- Next appointment
- Address
- City
- State
- ZIP
- Phone number
- Primary insurance
- Insurance ID
- Status
Note: The ZIP column’s sort order can’t be changed.
You can filter by date range, clinician, insurance payer, client status, client type and next appointment via the dropdown menus at the top of the page.
To include contacts in this report, click More and toggle Include Contacts on.
New columns will appear to include the following information for each client:
- Contact name
- Contact phone number
- Contact email
This report can also be exported as a CSV or Excel file by clicking Export and choosing your file type.
Tip: To view all of your clients, set the date range to start when your SimplePractice account was created.
Client demographics
The Client demographics report displays key demographic information of all of the clients in your account, including the client’s:
- Name (under Client)
- Contact
- Age
- Date of Birth
- Sex
- Gender Identity
- Race
- Relationship Status
- Employment Status
- Preferred Language
- City
- ZIP
This report can be exported as a CSV or Excel file by clicking Export and choosing your file type.
Note: Team members will only have access to demographic information of the clients they can access in the account. See Team member roles and access levels for more information. The Client demographics report is only available for customers on our Essential and Plus plans.
Appointment status
The Appointment status report details the financial status of every appointment in your practice. This report allows you to see the billing history for a client and easily identify billing discrepancies so you can make any corrections needed.
Note: To learn more, see Navigating the Appointment status report.
Attendance
The Attendance report records information regarding your clients’ attendance, based on the following columns:
-
Client name
- By default, this report is sorted by Client in alphabetical order
-
Clinician Name (Group practices only)
- This column will populate the clinician assigned to that appointment, even if the client is assigned a different primary clinician in their profile
- Date of service
-
Location
- This column is visible if your practice has two or more locations added
- Status
To see which clients are part of a group appointment, click the appointment's Group appt row to view this.
You can filter the report using one of the dropdown menus at the top of the page. It can be filtered by the categories below:
- Date
- Client
-
Location
- This filter is visible if your practice has two or more locations added
- Status
- Clinician (Group practices only)
All team members can access this report. The following roles have access to all clients:
- Account Owner
- Clinician with entire practice access
- Clinician with full client list access
- Practice scheduler
- Practice biller
- Practice manager
The following roles only have access to clients where they’re assigned as the primary clinician:
- Clinician with basic access
- Clinician with billing access
Appointment reminders
The Appointment reminders report keeps a record of the reminders sent to your clients in the last 30 days. You can refer to this report to see if a reminder was sent to a client.
For more information about appointment reminders, see How to set up appointment reminders and Understanding client reminder statuses.
Sent emails
The Sent emails report gives you a record of emails that are sent from SimplePractice for the last 30 days, including:
- Invitations to clients to complete the intake
- Your schedule for today
- Online appointment requests (Essential and Plus plans only)
- Enrollment updates
- Insurance claim updates
- Subscription-related emails (e.g., invoices and payments for your account)
Note: For more information on email statuses, see Understanding email statuses.