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Getting started with the SimplePractice mobile app

The SimplePractice mobile app allows you to take your practice on the go. It's perfect for taking notes between appointments, processing credit card payments, sending Secure Messages to clients, and more. 

Below you can find everything you need to know to get started with using the mobile app, as well as frequently asked questions: 


Devices supported by the mobile app

You can download the SimplePractice mobile app for free for iOS and Android. 

For iPhone: Use at least iOS 12.

For AndroidUse at least Android 7.0.

SimplePractice supports the most recent releases of iOS and Android. Apple and Google do not support all devices in each software update and will periodically discontinue support for older devices. Accordingly, SimplePractice also discontinues support for older devices. To guarantee that you have the best SimplePractice experience, we highly recommend that you purchase recent models of these devices.

If you are not sure what iPhone device you currently own, please follow Apple's guide on identifying your device: Identify your iPhone Model.


Features available on the mobile app

The SimplePractice mobile app gives you access to many features that can help you with the day-to-day of your practice. There are some, features, however, that can only be accessed from the web version.

Here are the main differences:

 Feature

 Can do with the
 mobile app
 & the SimplePractice web app

 Can only do on
 the SimplePractice web app

See all past progress notes

 

x

See progress notes from the past 30 days

x

 

See my calendar

x

 

See my team's calendar

 

x

Write a note using the standard DAP or SOAP format, and use "load previous" feature

x

 

Write a note using a customized Structured Note

x

 

Write an Administrative Note

x

 

Send a Secure Message to a client

x

 

Send a Secure Message to a team member

x

 

Schedule an appointment

x

 

Delete or edit a client’s appointment

x

 

Add a client’s credit card information

x

 

Add a client payment via Stripe

x

 

Update a client’s contact information

x

 

Update a client’s billing information

x

 

Lock a note

x

 

Send an intake packet to a new client

x

 

Take a picture of a client’s insurance card

x

 

Upload an image of a client’s ID card to their file

 

Add or update a client's insurance information

x

 

Reset a client’s password for the Client Portal

 

x

Dismiss reminders

x

 

Manual appointment reminders

x

 

Use AirPrint

x  

 


Security on the mobile app

You can expect the same level of security on the SimplePractice mobile app as on the web version. To learn more about all of the steps we take to ensure the security of your data, you can refer to the SimplePractice Trust and Security page.

We've also created a Security Checkup feature for the mobile app. The Security Checkup allows you to see how secure your mobile device is, and it even provides additional details on how to improve your device security. This feature also identifies if your iOS and SimplePractice mobile apps are up to date.

The Security Checkup provides additional details on how to improve the security of your device based on: 

  • OS version
  • SimplePractice mobile app version
  • Touch ID or Face ID (iOS) or Fingerprint ID (Android)
  • Screen Lock
  • Jailbroken device (iOS) or Phone Security check (Android)

Here's an example of what you'll see if your iPhone is very secure:  

Here's an example of what you'll see if your iPhone's security needs improvement:  

Here's an example of what you'll see if your Android device's security needs improvement:  


iOS user guide

This video is a user guide for the mobile app on iPhones: 


Android user guide

The functionality and experience of using the mobile app is similar on Android and iOS. If you're an Android user, we recommend that you watch the video in the iOS user guide section above. Additionally, please note some of the key differences specific to the Android mobile app below: 

  • Tap the Calendar icon to view your calendar and appointments
    • There are 3 different views for the Calendar: Schedule view, Day view, and Month view 
      • Change views by tapping the view option on the top right corner 
  • From individual client pages, click the Pencil icon on the upper right to make changes to the client's file 
    • Tap the Check icon to save changes 

Creating new appointments on the mobile app

To create a new appointment on the mobile app, follow these instructions: 

  • From the Scheduler/Calendar tab, tap the orange + button > Create appointment
  • Tap client and select a client 
    • If you want to add a new client, tap the orange + button and enter the new client's information
  • Select the appointment Type, Location, and Clinician
  • Tap Time to select the date and time that you want to schedule the appointment for
    • Tap Repeat if you want to set this as a recurring appointment
  • Tap Alert if you want to receive a notification for this upcoming appointment
  • Tap Billing to adjust the Service Code, Total rate, and to Add Service
  • Tap Save/the check at the upper right to save your new appointment

Adding and refunding payments on the mobile app

To add a payment through the mobile app, you can do this from the appointment or from the client's profile. 

Here's how to add a payment from an appointment: 

  • Tap Schedule/Calendar and select the appointment you want to add a payment for
  • Tap Pay
  • Select the Payment Amount and Payment Method
  • Tap Make Payment to apply the payment

Here's how to add a payment from the client's profile: 

  • Tap Clients and select the client you want to add a payment for 
  • Tap the orange + button > Add payment
  • Select the Payment Amount and Payment Method 
  • Tap Make Payment to apply the payment

To refund a payment: 

  • Tap Clients and select the client you want to refund a payment for 
  • Tap Payments under Billing and Insurance 
  • Swipe left on the payment you want to refund 
    • For non-Stripe payments like Cash, Check, or Manual Credit Card, a red Delete button will appear
    • For Stripe payments, a green Refund button will appear
  • Tap Delete or Refund and the client's payment will be returned and their balance will be updated 

Note: To begin using Stripe to process credit cards through SimplePractice, see Getting started with Online Payments in SimplePractice


Troubleshooting on the mobile app

If you're experiencing challenges while using the SimplePractice mobile app, we recommend that you try some of these common troubleshooting steps to make sure that your app runs smoothly: 


Clearing your cache

Clearing your cache will allow your mobile app to refresh and sync existing data in your SimplePractice account. Doing this will not permanently erase anything. 

To clear your cache on the mobile app: 

  • Tap the three dots/lines
  • Tap Settings > Clear Cache

To sync your account on the mobile app: 

  • Tap the three dots/lines
  • Select Sync your account

Note: Load times will vary depending on your network connection and how much data you have in SimplePractice.


Updating your SimplePractice app

Always make sure that your SimplePractice mobile app is updated so that you can have the best user experience. For instructions on how to update your app, please see the videos below: 

  • Updating the SimplePractice app (iOS):
    •  
  • Updating the SimplePractice app (Android):
    •  

Checking and updating your device/OS version

If your mobile app is experiencing technical difficulties, you should also check that you have a compatible device and OS version. Here are the minimum requirements for mobile devices: 

Here are video instructions on how to find your OS version:

  • Checking and updating your OS version (iOS):
    •  
  • Checking and updating your OS version (Android):

Getting support

In case you’re still unable to resolve an issue with your mobile app experience, you can contact our Customer Success team. While our Customer Success team is working with you, we recommend using the web browser within your mobile device to access your SimplePractice account.


Using SimplePractice on a tablet

If you're using an iPad or Android tablet, you have the option of logging into the web version of SimplePractice through a browser, or downloading the SimplePractice mobile app to use.

If you want to create a shortcut to quickly navigate to the SimplePractice sign in page on your tablet, you can follow the instructions below: 

On an iPad:

  • Open Safari and go to the SimplePractice sign in page 
  • Create a shortcut by tapping the Share icon in the upper left corner of Safari
  • Tap Add to Home Screen

On an Android tablet: 

  • Open your browser and go to the SimplePractice sign in page 
  • Tap the menu button 
    • On most Android devices, this is the three dots button at the top of your screen
  • Tap the star symbol
  • Select the folder where you want to save this bookmark and tap Save
  • Tap the menu button again and tap Bookmarks
  • Locate the SimplePractice bookmark you just created and press and hold to display a new menu
  • Tap Add to Home Screen 

You'll see a SimplePractice shortcut on the home screen of your iPad or tablet alongside your other apps. If you tap this shortcut, you'll be directed immediately to the SimplePractice sign in page.  

For the SimplePractice mobile app, you can download this through the App Store on an iPad or through the Google Play Store on an Android tablet. Keep in mind that the mobile app was designed for a smartphone, so the functionality and experience will be the same on a tablet as it is on a phone. There is currently no iPad or tablet version of the SimplePractice mobile app. 


FAQs about the mobile app

Below you'll find frequently asked questions about the SimplePractice mobile app and the answers to each: 


Can I use Dark Mode?

The SimplePractice mobile app is available in Dark Mode for both iOS and Android. This will automatically reflect on your app based on your device's settings. 


Can I create couple clients and appointments on the mobile app?

Yes, see Creating and managing couples on the mobile app to learn how. 


Why is the app so slow on my iPhone?

Slow app? Here's what to try first:

  • Clear the app cache: Swipe left to open the right sidebar.
  • Tap Settings, then Clear Cache.
  • Tap Settings, then Sync.
  • Tap Settings, then Security Checkup to check if your SimplePractice app and iOS are up to date.

Here are some other things to check:

If the problem persists, please contact our Customer Success team.


The calendar in the app isn't updating when a client cancels.

Here's what to try first to fix this issue:

  • Manually synchronize the latest changes: Swipe left to open the right sidebar. Tap Sync your account.
  • Clear the app cache: Swipe left to open the right sidebar. Tap Settings, then Clear Cache.
  • Check if your app and iOS are up to date. Tap Settings, then Security Checkup.

Here are some other things to check:

If the problem persists, please contact our Customer Success team.


If I delete the app, will I lose all my data?

No, when you delete the app, no data or information will be lost.


Can I see earlier progress notes on the app?

With the app, you will only be able to see notes for the past 30 days. Notes older than 30 days can only be viewed from the SimplePractice website.

Note: Chart notes are only available in the SimplePractice web app.


Can billers, schedulers, and supervisors use the app?

No, the app is intended for clinicians only. 


Can I upload insurance member ID cards on the app?

Yes, you can take a picture with your mobile device and upload it to your client's file.

To upload a photo of the client's insurance card onto their file, navigate to their client page. Under Billing & Insurance, click No Insurance on File > Add Insurance Card > Front of card > Take Photo. You can also take and upload a photo of the back of the card. This will allow you to take a photo through the mobile app and upload it directly onto the client's profile, without saving the image on your device so that it's HIPAA compliant. 


Can I add or update a client's insurance information on the mobile app?

Yes, you can add or update insurance information directly through the app. 

Navigate to the client's page. Under Billing & Insurance, click No Insurance on File and then you can enter fields like insurance type, primary insured, insurance payer, insurance card, who to send payment to on superbills, member ID, Plan ID, group ID, copay/coinsurance, deductible, insurance payer phone, insurance payer fax, and employer/school. Make sure to save your changes when you're done. 

If you already have insurance information saved for a client and you want to update it, click Edit (pencil icon on Android) on the client's page and then navigate to the Billing & Insurance tab. Make sure to save your changes.


Can I use a stylus to write notes on the app?

Yes, by using a Google Handwriting Input or any other third-party keyboard on Android and by using third-party keyboards. 

Note: In order to protect your privacy, please make sure your third-party keyboard doesn’t have a full access to your data.

How to check that on iOS:

   1. Go to Settings > General > Keyboard > Keyboards > [Name of keyboard].
   2. Allow Full Access (should be switched off). Unfortunately, there is no way to
      determine how third-party keyboard uses your input data.


Can I dictate notes into the mobile app?

The SimplePractice mobile app does not have an integration with the iOS dictation feature. We do not recommend that our customers use any software that processes HIPAA-sensitive information without you signing a BAA with the software company first.


What happens to my schedule when I'm traveling?

You have the option to select a default time zone for your mobile app. You can either lock your practice location time zone for mobile app use, or you can turn this feature off so that the mobile app matches your device settings. 

You can navigate to your mobile app Settings to select your Practice time zone or the Device time zone.

Note: To learn more about setting your practice time zone, see Setting your practice time zone.


Can I print invoices on the iPhone app with AirPrint?

AirPrint allows you to wirelessly print invoices directly from your iPhone to an AirPrint enabled printer. Here's how: 

  • Open the invoice you want to print in your mobile app
  • Tap the three dots in the upper right corner
  • Tap Print
  • Choose the number of copies and which pages you want to print
  • Tap Print in the upper right corner 

Note: You can learn more about AirPrint here.

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