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Account setup for Account Owners and practice managers in a group practice video series


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Account setup for Account Owners and practice managers in a group practice video series

Travis
Travis
  • Updated
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Account setup for Account Owners and practice managers in a group practice video series

Travis
Travis
  • Updated

About this class

This Account Setup class is specifically designed for Account Owners and practice managers of a group practice. 

In the series of videos below, we'll cover important tips for group practice Account Owners and practice managers, the basics of using SimplePractice, and how to customize your account settings. We’ll also review topics such as team member roles and permission levels, online appointment requests, and billing as a group.

In this guide, we’ll cover:

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Part 1. Welcome - Account set up for group practices

In part 1, we'll cover:

Part 2. Get started in 15 minutes or less

In part 2, we’ll review the main workflows in SimplePractice to help you get started in 15 minutes or less. The main workflows covered in part 2:

Part 3. Three most important areas to set up

In part 3, we'll review 3 most important areas to set up. Account Owners can update their:

Part 4. Setting up your Client Portal

In part 4, we'll review customizing and setting up your Client Portal where clients can log in, fill out paperless intake forms, and view appointments. The Client Portal basic setup includes:

Part 5. Paperless Intake

In part 5, we'll go into more depth and finish customizing your Paperless Intake packet and other documents.  In this video, we’ll review:

Part 6. Notes & documentation

Part 6 includes 3 videos that go more in depth on client notes and documentation.

In the first video, we'll review documentation on the client’s Overview page and how to write a progress note for an appointment.

In the second video, we’ll review how to use progress note templates, how to add a new template, and how to make edits using the Template Editor.

In the third video, we’ll review client chart notes, administrative notes, other documents, diagnosis and treatment plans, and mental status exams.

Part 7. Billing & insurance

Part 7 includes 5 videos that go more in depth on client billing and insurance.

In the first video, we’ll cover a quick review of the billing process.

In the second video, we’ll review setting up Online Payments so you can process credit card payments within SimplePractice.

In the third video, we’ll review setting up your service codes at Settings > Billing > Services and Products > Services.

In the fourth video, we’ll do a quick review of setting up insurance and enrollments at Settings > Billing > Client billing and insurance > Insurance documents.

In the fifth video, we’ll do a quick review of setting up insurance payer enrollments at Settings > Billing > Client billing and insurance > Payers.

Part 8. Add team members and clients

Part 8 includes videos that show you how to add team members to your SimplePractice account, import your client list, and work with your team members to support their productivity.

In the first video, we’ll review how to add team members to your group practice. 

In the second video, we’ll go over how to add clients to your account manually or if you have a large number of active clients, how you can import your clients with help from our team.

In this video, we'll cover helpful tools such as:

Part 9. Popular SimplePractice features

Part 9 includes videos that cover our most popular features:

In this video, we cover enabling online appointment requests and setting up your availability.

In this video, we review how to optimize the Analytics dashboard and reports.

In this video, we go over how to easily message with clients and other members of your group practice safely and securely.

In this video, we review how to customize client reminder messages that are sent for appointments and other purposes.

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