This Getting Started page provides all the necessary resources to set up your SimplePractice account. Below, you can watch the Getting started in 15 minutes or less video, or scroll down to review resources one at a time.
Tip: If you don't see something in the list below, use the search bar above to conveniently search our entire Help Center.
In this guide, you'll find resources on:
Support
- How can I get help from your team?
- Using the SimplePractice Community Forum
- On-demand Classes and Q&A
Setting up your Client Portal
Intakes, forms, and templates
- Using consent documents and intake forms
- Creating customized templates
- Using our pre-built templates
Important: It’s your responsibility to review these consent document templates and make sure that they reflect the legal requirements of your state, as well as the way you choose to run your practice. If you have any questions, we recommend consulting your regulatory body.
Calendar and scheduling
- Navigating your calendar
- Adding and managing appointments
- Enabling online appointment requests
- Getting started with Secure Messaging
- Getting started with Telehealth
Notes and documentation
- Adding other documents, diagnoses, and treatment plans
- Using chart notes
- Using progress and psychotherapy notes for individual appointments
- Getting started with measurement-based care
- The No Surprises Act and Good Faith Estimates
Client billing
- Setting up your billing and automations
- Understanding invoices, statements, and superbills
- Getting started with Online Payments
- Processing Online Payments
- Online Payments FAQs
- Appointment Status Report: Checking the billing and documentation status for appointments
- How to share billing documents with clients
Insurance
- Getting started with insurance billing
- Setting up insurance billing for your clients
- Submitting enrollments to file claims and receive Payment Reports
- Filing electronic claims out-of-network
Group practice
- Getting started as a group practice
- Adding and managing team members
- Team member roles and access levels
- Using your calendar in a group practice
- Group practice FAQs
Marketing
Transferring and data imports
Requirements
Pricing
- Which subscription plan is right for me?
- SimplePractice subscription billing information
- SimplePractice pricing and subscription FAQs
Getting Started Open Q&A
This live 30-minute Q&A gives you the opportunity to ask a live specialist questions you have about getting started in your SimplePractice account. To learn more and register for a session, follow this link: Getting Started Open Q&A