Using SimplePractice as a clinician in a group practice – On-demand class

Travis

Updated December 22, 2025 19:59

About this class

This on-demand class is specifically designed for clinicians in a group practice. In the series of videos below, we'll cover navigating SimplePractice, sending intake forms, scheduling appointments, writing and completing documentation, and the basics for billing.

In this guide, we’ll cover:

Video player controls

Hover your mouse over the video to access the following options.

To view the video in full screen mode, click , and to exit, click it again or press esc
To display the chapter list, click and select a chapter
To change the speed or quality of the video, click , and choose the option you prefer
To change the volume, click , and drag the circle up or down
To enable or disable closed captioning and search the transcript, click

In part 1, we’ll review the main workflows in SimplePractice to help you get comfortable.

Part 2 includes two videos that go more in depth on adding a client and how to schedule a Telehealth appointment.

The first video covers adding a new client, sending intake paperwork, viewing completed paperwork, and understanding the client’s Overview page.

The second video covers best practices for hosting Telehealth appointments.

Part 3 includes two videos that review writing a progress note and other 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 part 4, we’ll cover a quick review of the billing process.

Part 5 includes videos that cover our most popular features:

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