You can manage your profile and security settings from the Account page. On this page, you’ll also be able to enable 2-step verification as an additional security measure to protect you and your client’s data.
Tip: We suggest bookmarking the existing SimplePractice sign-in page for the most seamless login directly to the EHR.
In this guide, we’ll cover:
- Accessing the Account page
- Editing your personal and contact information
- Enabling 2-step verification
- Disabling 2-step verification
- Returning to SimplePractice
- FAQs
Accessing the Account page
If you’d like to review or update your profile and security information, you can do so from the Account page. To access the Account page from SimplePractice:
- Navigate to Settings > Profile > Profile and security
- Click Manage next to SimplePractice security
- If you’d like to skip directly to setting up 2-step verification, click Set up next to Set up 2-step verification
Editing your personal and contact information
To update your name, date of birth, contact information, or password, you can navigate to your Account page.
To do this:
- Navigate to Settings > Profile > Profile and security
- Click Edit next to SimplePractice Profile to update your First name, Middle name, Last name, Suffix, or Date of birth
- If you’re logging into the Account page for the first time, you’ll be prompted to re-enter your login credentials
- Click Save
- Click Manage next to SimplePractice security to adjust your Contact information, Password, or set up 2-step verification
- To navigate back to SimplePractice, select Back to current session in the upper left corner
Note: There are two different ways to navigate back to SimplePractice from the Account page. For more details, see Returning to SimplePractice below.
Enabling 2-step verification
2-step verification offers an additional security measure to protect you and your client’s information, by adding a secondary verification via text message or authentication app.
To enable 2-step verification:
- Navigate to Settings > Profile > Profile and security
- Click Manage next to SimplePractice security
- From your Account page, click Set up next to 2-step verification
Note: You can also click Set up next to Set up 2-step verification on the Profile and security page
- Enter your password
- Select either Authentication app or Text message
If you choose Authentication app:
-
Before scanning the QR code, navigate to your mobile device’s app store and download your preferred authentication app
- Google Authentication, Duo, and Authy are popular options for authentication applications
- Open the authentication app on your mobile device and scan the QR code
- Follow the steps in the app to add your SimplePractice account
- For details on how to add an account to Google Authenticator, Duo, or Authy, see:
- Get verification codes with Google Authenticator from Google’s support center
- Third-Party Account Setup from Duo’s support center
- Add a New Two Factor Authentication (2FA) Account Token in the Authy App from Authy’s support center
- For details on how to add an account to Google Authenticator, Duo, or Authy, see:
- Click Next
- Enter the code from your authentication app
- Click Confirm
- Click Done
If you choose Text message:
- Click Edit to adjust your phone number, if needed
- Click Next
Note: You’ll be sent the following text message confirming you’ve opted in to receive the 2-step verification code via text message: “You’ve opted in to receive verification codes from SimplePractice. Msg&data rates may apply. Reply HELP for help, or STOP to opt out.” If you reply with HELP, you’ll receive a message that says “For SimplePractice help, visit https://support.simplepractice.com/hc/en-us. Reply STOP to opt out.” We recommend only opting out of receiving these text messages if you plan on switching to receiving the code via an authentication app or disabling 2-step verification on your account. If you’ve opted out of these text messages and want to opt back in, see Can I opt back in to receive text messages if I accidentally opted out? below.
- Enter your code
- If you didn’t receive a code, click Resend code
Important: The text message code you receive will expire after 24 hours or if a new one is requested.
- Click Confirm
- Click Done
Note: You can exit the 2-step verification setup process at any time by clicking Cancel in the upper right corner.
Important: In the event you do not have access to your authentication app or mobile device, you may also receive the code via your backup email. To change the email address for your account, see Changing your Account Email. While you can toggle off email backup from the Account page > Security tab, this functionality is temporarily unavailable.
Disabling 2-step verification
You can disable 2-step verification at any time from your Account page. To do this:
- Navigate to Settings > Profile > Profile and security
- Click Manage next to SimplePractice security
- Choose Turn off next to 2-step verification
- Enter your password
- Click Continue
To re-enable 2-step verification, follow the same steps to return to the Security page and click Set up next to 2-step verification.
Important: Opting out of receiving text messages for the verification code won’t disable 2-step verification on your account. If you’ve opted out of these text messages and want to opt back in, see Can I opt back in to receive text messages if I accidentally opted out? below.
Returning to SimplePractice
After you’re done editing your information on the Account page, you can return to SimplePractice by clicking Return to current session in the upper left corner:
Alternatively, you can navigate to the Home tab and click Go to calendar:
FAQs
- What do I do if I’m not receiving my 2-step verification text message?
- Can I opt back in to receive text messages if I accidentally opted out?
- What do I do if I’m having issues setting up/using my authentication app?
- Can I enable/disable 2-step verification for my team members?
- How do I know if my team members are using 2-step verification?
What do I do if I’m not receiving my 2-step verification text message?
If you didn’t receive your text message code, click Resend code:
If you’re still not receiving your code via text, you can send the code by email. To do this:
- Click Send code by email
-
Check your email for a verification code to regain access
- We recommend checking your Spam and Junk folders if you don’t see the email in your inbox
Note: If you’re still struggling to receive the verification code to login, please reach out to our team for assistance.
Can I opt back in to receive text messages if I accidentally opted out?
If you accidentally opted out of receiving text messages by replying “STOP”, you can opt back in by replying to the same number with “START” or “UNSTOP.” For some phone carriers, there may be a delay of up to 30 days to opt back in. If you’re experiencing this delay with your cell phone provider, you can set up 2-step verification to receive the verification code via an authentication app or your backup email until your phone number has been opted back in. Disabling and enabling 2-step verification in your SimplePractice account won't override the delay with your phone carrier.
Important: Opting in or out of receiving text messages to receive the 2-step verification code from this number will not enable or disable 2-step verification in your SimplePractice account, respectively. Likewise, disabling 2-step verification in your account or reenabling it after you’ve opted out of receiving the 2-step verification code by text message will not opt you out or in of receiving these text messages.
What do I do if I’m having issues setting up/using my authentication app?
SimplePractice is unable to provide guidance for third party applications. Please contact the respective app’s support team for assistance.
Can I enable/disable 2-step verification for my team members?
It’s not possible to enable 2-step verification for a team member. However, you can check whether a team member has it enabled by navigating to Settings > Team > Team members. For more details on how to review this in your account, see How do I know if my team members are using 2-step verification?
How do I know if my team members are using 2-step verification?
You can view whether a team member has 2-step verification enabled by navigating to Settings > Team > Team members. The 2-step verification column will indicate whether the team member has 2-step verification On or Off.