When your question involves a specific client or claim, you can share a secure client or claim URL with your help request. This allows our team to review your question efficiently while keeping client information secure and HIPAA compliant.
In this guide, we’ll cover:
Sharing a secure client URL
If your question relates to a specific client, you can share the secure link to that client’s profile. This allows our team to review the account securely without including PHI in your message.
To share a secure client URL:
- Go to the client’s profile
- In your web browser, highlight and copy the secure client URL from the address bar
- Example: https://secure.simplepractice.com/clients/4fccf1895d5e8bca/overview
- Paste this URL into the client URL field when submitting your help request
If you already have an open help request, you can paste the secure client URL directly into your reply. Using the secure client URL keeps your client information protected.
Tip: You can share more than one secure client URL if your request applies to multiple clients.
Sharing a secure claim URL
If your question relates to a specific claim, you can share the secure link to that claim. This allows our team to review the information securely without including PHI in your message.
To share a secure claim URL:
- Locate the claim in question
- In your web browser, highlight and copy the secure claim URL from the address bar
- Example: https://secure.simplepractice.com/clients/2da9fe4b8cee7897/insurance_claims/249438307
- Paste this URL into the claim URL field when submitting your help request
If you already have an open help request, you can paste the secure claim URL directly into your reply. Using the secure claim URL keeps your client information protected.
Tip: You can share more than one secure claim URL if your request applies to multiple claims.