Note: Practice reminders are now notifications.
While you use SimplePractice, you may receive auto-generated notifications, informing you of items relevant to your account. These are housed in the Notifications tab in the left navigation menu.
In this guide, we’ll cover:
Navigating notifications
When you select the Notifications tab, you’ll be able to view a list of your notifications, beginning with your time-sensitive and most recent items.
Note: Tasks will also be included in your notifications. For more information on tasks, see Creating tasks for your practice.
New notifications highlighted in blue are unread, and contribute to a red pill counter next to your Notifications tab. You can select the notification to go to its associated page, which will mark the notification as read.
You can also mark an item as read by clicking the three dots and choosing Mark as read.
When multiple instances of a notification occur within the same short period, they’ll be listed as one item. For example, if 7 clients have missing progress notes, one notification will be displayed as “7 missing progress notes.”
You can click on the item to view all related notifications and clients.
To mark all notifications as read by choosing Mark all as read.
Read notifications won’t be removed from the Notifications tab. To do this, see Deleting notifications. To mark a read notification as unread, select the three dots and click Mark as unread.
Important: When you delete a notification or mark it as read or unread, this will be reflected for all team members.
You can also filter notifications through the dropdown menus at the top of the tab.
By default, all notifications associated with you will appear based on their dates. The following filters are available:
- To filter by unread notifications, select All > Unread
- To filter by category, select By date > By category
To exit out of the Notifications tab, click outside of the list or the x next to Notifications.
Managing types of notifications
By default, the following notifications can populate in your Notifications tab.
| Category | Possible notifications |
| Account management |
|
| Client billing |
|
| Client management |
|
| Documentation |
|
| Insurance |
|
| Messaging |
|
| Scheduling |
|
| Tasks |
|
Note: Each team member will only see reminders that are catered to their designated team member role. To learn more about each role, see Team member roles and access levels.
If you’re the Account Owner, you can toggle whether certain notifications will appear for your practice. To do this, select the gear in the Notifications tab to navigate to your Notification preferences settings.
Note: You can also access these settings by navigating to Settings > Profile > Notification preferences.
In this page, select a relevant category and toggle the notification off.
Note: You can toggle a notification back on at any time.
Only the following types of notifications can be toggled off or on:
| Category | Notifications |
| Client billing |
|
| Client management |
|
| Documentation |
|
| Insurance |
|
| Messaging |
|
| Tasks |
|
Note: On the same page, you’ll be able to toggle certain emails for your practice. For more information, see Opting in to receive emails and Sending messages to your clients.
Deleting notifications
If you'd like to manually remove any notification from the Notifications tab, select the three dots next to it and click Delete.
You can also remove all notifications by clicking the arrow next to Mark all as read, then selecting Delete all notifications.
Most notifications will be automatically deleted once certain actions are completed:
| Notification | Deleting action |
| Account email not verified | Verify your email address |
| Payout failed to transfer to bank | Update bank details for online payments |
| Practice info missing | Add a phone number and address to your Settings > Practice > Practice details |
| AutoPay transaction failed | AutoPay is attempted and successfully charges the client |
| Autopay disabled for a client due to 3 failed transactions |
AutoPay is attempted and successfully charges the client |
| No clients enrolled in AutoPay | Enable AutoPay for at least one client, or disable AutoPay entirely |
| Credit card expired | Update or delete a client’s expired card |
| Outstanding client balance | Client’s balance returns to $0 |
| Uninvoiced amount | Create invoices for the appointment(s) |
| Upcoming client birthday | Deletes automatically when the day after the client’s birthday has passed |
| Potential duplicate client or contact | Resolve duplicates by: |
| Potential couple account | Create a couple profile with the two relevant individual profiles, or remove the individual profiles |
| Missing diagnosis and treatment plan | Create diagnosis and treatment plan for the client |
| Unreviewed diagnosis and treatment plan | Change reminder date of the diagnosis and treatment plan |
| Pending document requests | Client completes document requests, or delete document requests from your end |
| Missing mental status exam | Create mental status exam for the client |
| Missing progress notes | Create progress note for the appointment(s) |
| Expiring insurance authorization | Remove authorization tracking number or uncheck the Remind me 1 month before expiring checkbox for client |
| Unallocated insurance payment | Allocate full amount to clients, including any necessary write offs |
| Insurance payment received | Update insurance payment (i.e. insurance payer, payment amount) |
| Missing enrollment | Enrollment is accepted, or remove insurance payer from all clients’ profiles |
| Enrollment requires additional paperwork | Submit additional paperwork for enrollment |
| Rejected insurance claim | Save claim |
| Client appointment series ending | Delete series, or let the day after the last appointment in the series pass |
| Online booking availability not set | Add availability |
| Task due today | Mark task as complete |
| Overdue task | Mark task as complete |
Note: The above notifications can also be deleted manually.
All other notifications can only be manually deleted.