We've thought carefully about the first steps you can take to enhance your SimplePractice experience. Taking the time to complete this checklist will set you up for success - so you can get back to helping your clients.
Tip: Download the PDF version of this checklist and open with a PDF reader—clicking the blue links takes you directly to our provided resources, and checking off the boxes allows you to track your progress as you go.
In steps 1-3 of the Quick Start Guide you will enable your settings, customize your account, and turn on automations to streamline your workflow. Once these 3 steps have been completed, you can then dive in to the Onboarding Activity to sharpen your skills.
The Onboarding Activity provides the opportunity for you to walk through the full SimplePractice experience as both the clinician and as a client.