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:
- Video player controls
- Part 1. Get started in 15 minutes or less
- Part 2. Adding a client and meeting
- Part 3. Notes & documentation
- Part 4. Billing
- Part 5. Popular features
Video player controls
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Part 1. Get started in 15 minutes or less
In part 1, we’ll review the main workflows in SimplePractice to help you get started in 15 minutes or less.
Part 2. Adding a client and meeting
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. Notes & documentation
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 the second video, we’ll review client chart notes, administrative notes, assessments, diagnosis and treatment plans, and mental status exams.
Part 4. Billing
In part 4, we’ll cover a quick review of the billing process.
Part 5. Popular features
Part 5 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 go over how to easily message with clients and other members of your group practice safely and securely.