If you have a question related to a specific client or claim, we recommend including the secure client URL or the secure claim URL along with any relevant details when submitting a help request to our team. Providing the secure URL not only will allow us to decrease the amount of time it takes to dig into your question, but it's also a HIPAA-compliant way to communicate with us about a specific client without including PHI. In this guide, we’ll cover:
Note: To learn more about how to submit PHI with your help request, see Submitting PHI with your help request. For more information about submitting help requests, see Logging in to SimplePractice and submitting help requests.
Sharing a client’s secure client URL
To include a client's secure client URL with your help request:
- Navigate to the client's Overview page
- In the web browser, highlight and copy the secure client URL
- Paste the secure URL in the secure client URL field in your help request
If you have an existing help request, you can copy and paste the secure client URL in a reply email. As long as you're using the secure client URL, your client's information will remain secure.
Tip: You can include more than one secure URL if you have the same question across two or more clients.
Sharing a client’s secure claim URL
To include a client's secure claim URL with your help request:
- Navigate to the specific claim in question
- In the web browser, highlight and copy the secure claim URL
Note: If you're using Safari, click into the URL field to copy the entire secure URL.
- Paste the secure URL in the secure claim URL field in your help request
If you have an existing help request, you can copy and paste the secure claim URL in a reply email. As long as you're using the secure claim URL, your client's information will remain secure.
Tip: You can include more than one secure URL if you have the same question across two or more claims.
