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Navigating your calendar

Navigating your calendar

When you log into your SimplePractice account, the Calendar homepage is what you'll see first. You can customize your Calendar homepage view to quickly see your schedule.

In this guide, we’ll cover:

Note: To learn how to schedule appointments on your calendar, see: Adding and managing appointments.


Customizing the calendar view

To customize your Calendar homepage, navigate to Settings > Calendar. Next to Calendar Display, choose the hours and days you want displayed on your calendar. You can choose to display the entire week, weekdays only, or Monday through Saturday.

Note: This setting is practice-wide for group practices.

calendardisplay.simplepractice.calendarsettings.png

Note: The calendar hours you set are fixed. This means you won't be able to scroll earlier or later than the times you have set. If you'd like to have more calendar access, expand your calendar hours.


Filtering your Calendar homepage view

There are ways to filter your Calendar homepage to be able to quickly find what you’re looking for.  

In the top left, you use the left and right arrows to view previous and future dates. Clicking Today will bring you to today’s date.

today.simplepractice.calendar.png

By default, your Calendar homepage will display in a weekly view as indicated by the toggle at the top of your Calendar homepage. You can click Day or Month to change the view. 

daymonth.simplepractice.calendar.png

If you have more than one office location at Settings > My Practice > Locations, you can use the All Offices dropdown menu in the top right corner to view a specific office. If you’re in a group practice, you can use the All Clinicians dropdown menu to view a specific clinician. 

allclinicians.simplepractie.calendar.png

Clicking Availability will bring you to your Availability calendar. See Managing your Availability for more details.


Calendar privacy display

You can enable privacy settings on your Calendar homepage to add another layer of security while working outside of your office or viewing your calendar in a public place. 

Note: This is set for each clinician in group practices.

Privacy On

When your privacy settings are on, you won’t see the names of your 5 most recently viewed clients under Recently Viewed to the left of your Calendar homepage. The appointments on your calendar will display the clients' first and last initials only. 

To enable this setting, click Privacy On to the left of your Calendar homepage.

privacyon.simplepractice.calendar.png

Privacy Off

When your privacy settings are off, you can see the full names of your five most recently viewed clients under Recently Viewed to the left of your Calendar homepage. The appointments on your calendar will also display your clients' full names.

To disable this privacy setting, click Privacy Off to the left of your Calendar homepage.

privacyoff.simplepracticecalendar.png


Progress note indicator

For each appointment that has already occurred on your calendar, there may be a progress note indicator icon. This icon will let you know whether a progress note has been added for that appointment and whether that note has already been locked and signed.

Add note

If a past appointment on your calendar doesn’t have a progress note associated with it, you’ll see an empty progress note icon:

addnote.simplepractice.calendar.png

To add a progress note, click the empty progress note icon. This will take you to the progress note for that particular appointment. Write your note and click Save.

Sign note

If a past appointment on your calendar already has progress note associated with it and you haven’t signed it yet, you’ll see a written progress note icon:

signnote.simplepractice.calendar.png

To sign the progress note, click the written progress note icon. This will take you to the progress note of that particular appointment. To sign and lock a progress note:

  • Click Sign
  • Review your signature
  • Click Sign & Lock

Note: For additional details on locking and signing progress notes, see: Locking and signing notes.


Color coding options

Your Calendar homepage uses different colors to show each appointment's status. These colors indicate whether an appointment is in the future, the past, canceled, a no-show, late-canceled, or an Other appointment.

Here’s a breakdown of what each color means:

Color

Meaning

Green

The appointment is in the past

Blue

The appointment is in the future

Yellow

The appointment is canceled

Red

The appointment is late canceled or a no-show

Gray

The appointment is an Other event

colors.simplepractice.calendar.png

Note: To learn how to change an appointment's status, see: How to change an appointment's status.


Printing your schedule

To print your schedule:

  • Navigate to your Calendar homepage
  • Adjust the Month, Week, or Day view depending on your needs

daymonth.simplepractice.calendar.png

  • If you're using a PC, hold down the Control + P keys to open the print window
  • If you're using a Mac, hold down the Command + P keys to open the print window
    • From the new window, adjust the settings as needed and click Print

Troubleshooting missing appointments

If you're no longer able to find your appointments on your calendar, you can try these steps to troubleshoot:

Filtering your calendar by clinician

To filter your calendar by clinician, navigate to your Calendar homepage and click All Clinicians. This allows you to see all appointments on the calendar, regardless of the clinician assigned to the client (if you’re in a group practice).

allclinicians.simplepractie.calendar.png

Changing your calendar filter to show all offices

To filter your calendar by office location, navigate to your Calendar homepage and click All Offices. This allows you to see all appointments on your calendar if you have multiple office locations.

alloffice.simplepractice.calendarhomepage.png

Changing your calendar view to Month

To view all appointments in this month, navigate to your Calendar homepage and click Month. This allows you to see any appointments that may have been scheduled outside of your Settings > Calendar > Calendar Display hours.

month.simplepractice.calendar.png

Checking Account Activity

The Account Activity log allows you to see any changes made in your account. You can access the Account Activity log by clicking Account Activity on the left navigation panel on your Calendar homepage.

accountactivity.simplepractice.calendar.png

Note: Account Owners and Practice Managers have access to view all Account Activity. Other team members can only view their own activity. To learn more about Account Activity, see: Account Activity: Tracking changes and information access in your account.

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