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How to include a secure client URL with your help request

If you have a question related to a specific client, we highly recommend including the secure client URL along with any relevant details when submitting a help request to our team. Providing the secure client 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. 

To successfully communicate the secure client URL along with your help request, follow these steps:

  • Go to the client's Overview page
  • Copy the secure client URL
  • Paste the secure client URL in the Client URL field on your help request

Tip: You can include more than one secure client URL if you have the same question across two or more clients.

Note: For more information about submitting help requests, please see this guide: Logging in to SimplePractice and submitting help requests.

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