Under the Operations category, you’ll find all account settings related to practice-wide operations, including your profile, practice, and team.

In this guide, we’ll cover the categories nested under Operations:

• Profile
  • Profile and security
  • Clinical info
  • Notification preferences
• Practice
  • Practice details
  • Business files
  • Plan info
  • Data export
  • Demo client
• Team
  • Team members
  • Payroll

Note: For an overview of all SimplePractice account settings, see Navigating your account settings.

Profile

The Profile section includes all relevant information for your profile, including your personal and security information, clinical information, and email notification preferences.

Profile and security

The Profile and security page includes your:

• SimplePractice profile
  • Name
  • Date of birth
•  SimplePractice security
  • Account email
    • Your Account email is used for:
      • Logging in to your SimplePractice account
      • Receiving email support responses, and notifications about your Client Portal, SimplePractice account, and subscription
  • Phone number
  • Password
  • 2-step verification 
• Profile photo

Note: You'll be prompted to enter your current password to save any changes to SimplePractice security.

Clinical info

You can manage your Clinician details, Licenses, and ePrescribe from the Clinical info page.

This includes your:

• Clinician details
  • Specialty
  • Taxonomy code
    • See Identifying your taxonomy code for claims if you need help finding your taxonomy code
  • NPI number
• License and degree info
  • License type
  • License number
  • License expiration date
  • License state
• ePrescribe
  • To learn more about managing ePrescribe access in your account, see Adding ePrescribe to your SimplePractice account

Notification preferences

You can choose which notifications and emails you'd like to receive for your practice from Settings > Profile > Notification preferences.

To learn more, see:

• Understanding practice notifications
• Receiving the Daily Agenda and Evening Summary emails from SimplePractice
• Sending messages to your clients

Practice

The Practice section includes settings related to your practice details, locations, subscription plan information, and the demo client. It also includes your uploaded business files and the Data export page.

Practice details

Under Settings > Practice > Practice details, you’ll see your Practice information, Locations, and Billing addresses.

Under Practice information, you can edit your:

• Practice Name
  • This will display on billing documents and your Client Portal or Professional Website 
• Practice Email 
  • This email address will appear on billing documents
  • If you don’t want this email visible to your clients, you can leave this blank
• Time Zone
  • You can select one time zone for your practice
• Practice Logo
  • Add your practice's logo so it appears on billing documents, client documents, Monarch, and the Professional Website 
  • You can upload .jpg or .png files with a minimum size of 200px height and 300px width
• Practice Phone
  • This will appear on billing documents and your Client Portal or Professional Website 
  • If you don’t want this phone number visible to your clients, you can leave this blank

You can scroll down to see your physical and Telehealth office locations, followed by Billing addresses:

• Office location
  • You can click Edit to make changes to an existing location, or select Add a location 
  • For more information, see Adding office locations 
• Telehealth
  • You can choose to enable or disable Telehealth for your account
• Billing addresses
  • You can enter a Business Billing and Client Billing address for your practice
  • For more information, see Adding a billing address

Note: Your Cancellation policy can be adjusted at Settings > Scheduling and inquiries > Calendar. For more information on the Client Care settings, see Understanding the Client Care settings experience.

Business files

To upload practice-related documentation, you can navigate to Settings > Practice > Business files.

To learn more about the Business files section of your account, see Managing business files.

Plan info

The Settings > Practice > Plan info page includes details about your current plan, any account add-ons, and your subscription receipts.

To learn more about updating your subscription plan, add-ons, payment method, and accessing your subscription receipts, see SimplePractice subscription billing information. 

For more information on our different subscription plans, see SimplePractice pricing and subscription FAQs.

Data export

To perform a data export, you can navigate to Settings > Practice > Data export.

Data exports allow you to download client information from your SimplePractice account. To learn more, see Data export: Exporting client information.

Demo client

You can disable or enable your demo client, Jamie Appleseed, at Settings > Practice > Demo client. Jamie Appleseed is a demo client that’s automatically enabled in every SimplePractice account. You can use this client to test features and workflows available in your account.

Team

If you’re in a group practice, you can locate your team members and payroll settings under the Team section.

Note: If you're on the Essential or Starter plan, the Team section won't be available in your account. To add team members, upgrade to the Plus plan at Settings > Practice > Plan info.

Team members

If you’re enrolled in the Plus plan, you’ll see this page at Settings > Team > Team members.

To learn more about team members, see:

• Adding and managing team members
• Team member roles and access levels

Payroll

You can set up Pay Periods for group practices at Settings > Team > Payroll.

Note: To learn more about the Billing and Client Care settings sections, see Understanding the Billing settings experience and Understanding the Client Care settings experience.