Account setup for clinicians in a group practice video series

About this class

This Account Setup 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:

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In part 1, we’ll review the main workflows in SimplePractice to help you get started in 15 minutes or less.

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.