Setting up additional offices

• Navigate to Settings > My Practice > Locations
• Click Add a Location and enter the address

• Choose a Color, Public View option, and the Insurance Place of Service code
• Click Save
• Repeat for any additional locations

Note: If you need to create an office location without an address, you can put dashes in the street, city, and zip code boxes.

The color coding appears as a thin line on the left side of the appointment block on your calendar:

Adding a billing address

You can add both a Business Billing address and a Client Billing address to appear on your corresponding billing documents.

• Business Billing
  • This address will display on your SimplePractice subscription invoices
• Client Billing
  • This address will display on all client facing billing documents, such as invoices, statements, and superbills

To add a billing address:

• Navigate to Settings > My Practice > Locations
• Click Add next to either Business Billing or Client Billing

• Complete the address information and click Save

Note: If you already have an office location in your account, it'll automatically default as your billing address.

To change an existing Business Billing or Client Billing address:

• Navigate to Settings > My Practice > Locations
• Find the address you want to change and click Edit

• Select the address from your existing addresses, or add a new one by clicking Enter a different location

• Click Save

If the billing address you've added matches an existing office address in your account, you'll see a corresponding icon next to that address to indicate whether it's a Business Billing address, Client Billing address, or both:

Hiding or displaying your address publicly

You can choose whether you'd like your office addresses visible or hidden to the general public via your Monarch profile, Professional Website, Appointment-request Widget, and the Client Portal.

Important: This setting will affect your Monarch profile, Professional Website, Appointment-request widget, and Client Portal, if a client isn’t logged in. This setting doesn’t change the visibility of the address anywhere else.

To change the visibility of your office addresses:

• Navigate to Settings > My Practice > Locations
• Click Edit next to your office location
• Select Hide Address or Show Address

• Click Save

When you hide your address from the public view, the map in the Client Portal will show an image with your approximate location in a zoomed out view:

If you choose to publicly show your address, the map will show your exact address in a zoomed in view with directions to your location:

Note: If you provide in-home or mobile sessions, we recommend entering In-home/mobile appointment in the Street field. While this field is required to save a practice location, you can choose to Hide Address.

Assigning a client to a specific office

• Navigate to your client's Overview page 
• Click Edit
• Scroll down to the Location section
• Select the office where the client is typically seen from the drop down menu
• Click Save Client

The office location selected will be reflected in appointment reminders, but the primary office location for your practice will still be listed on all billing documents.

Note: You can override the default office location selected when you create an appointment in the calendar (i.e. if your client is being seen at a different office for a specific appointment).