Account setup for schedulers in a group practice video series

About this class

This Account Setup class is specifically designed for schedulers in a group practice. In the series of videos below, we'll cover navigating SimplePractice, scheduling appointments, client management, availability, client billing, notes and documentation.

For a brief review of how to use SimplePractice as a clinician, watch our video: Get started in 15 minutes.

In this guide, we’ll cover:

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In part 1, we’ll review the calendar page, advanced filters, and the client profile page.

The first video covers navigating the calendar and applying calendar filters.

In the second video, we'll review the Client profile page.

Part 2 includes two videos that go more in depth on adding a client and scheduling a client 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 basics of scheduling a client appointment.

Note: To learn more about client management, see Getting started with Client Management on-demand class.

Part 3 includes two videos about online appointment requests.

In this video, we cover managing your availability.

Part 4 includes two videos that go more in depth on client billing, writing a progress note and other documentation.

In the first video, we’ll cover a quick review of the billing process.

In the second video, we'll review documentation on the client’s Overview page and how to write a progress note for an appointment.

Part 5 includes videos that cover popular features for group practices:

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

In the second video, we’ll review adding clients to the waitlist when your practice isn’t currently accepting new clients.