Using practice 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
• Managing notification preferences
• Deleting notifications

Navigating notifications

When you select the Notifications tab, you’ll see 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 Managing tasks through the Tasks tab.

New notifications highlighted in blue are unread. Selecting a notification takes you to its associated page and marks the notification as read.

You can also mark an item as read by clicking the three dots next to it and choosing Mark as read.

When multiple instances of a notification occur within the same short period, they’ll be grouped into 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, choose Mark all as read.

Read notifications won’t be removed from the Notifications tab. To remove them, 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 using 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 the Notifications tab, click outside of the list or click the x next to Notifications.

Managing notification preferences

You can receive many kinds of notifications in your account. If you’re the Account Owner or a practice manager, 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.

From the Notification preferences page:

1. Select a relevant category
2. Toggle the notification off or on

Note: Notifications are toggled at a practice-wide level. Any notification that you toggle will also affect how it’s received by other team members.

Only the following types of notifications can be toggled off or on:

Note: On the same page, you’ll be able to toggle whether you receive the Daily Agenda and Evening Summary emails, or emails whenever you receive Secure Messages. For more information, see Receiving the Daily Agenda and Evening Summary emails from SimplePractice and Getting started with Secure Messaging.

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.

Note: Most notifications will be automatically deleted once certain actions are completed. However, all notifications can be manually deleted.