What should I update in SimplePractice when I move my office location?

When you move offices, there are a few different things to keep in mind to make sure that your transition is as seamless as possible. In your SimplePractice account, you'll need to do the following:

Additionally, if you file claims through SimplePractice, you'll also need to make sure to notify the insurance payers you work with by contacting them directly. After updating the address that the payers have on file for you, you will also need to make sure that your SimplePractice account reflects those changes: 

Important: In addition to the insurance payers, be sure to take into consideration all outside parties that may need to be notified of your address change as well. 

Add the new office location

  • Navigate to My Account > Settings > Practice Details 
  • Click + Office and add your new office location

Click +Office to begin adding your new location

  • Click Save

Update your Availability

  • Navigate to the Calendar and click Availability
  • Click and update Location for all relevant Availability blocks 
  • Click Done

Be sure to update your availability

Note: For recurring Availability blocks, select This and all future events

Update upcoming appointments

  • Navigate to the Calendar
  • Click and update Location for all relevant appointment

Be sure to update the location for all upcoming appointments

  • Click Done

Note: For recurring appointment series, select This and all future appointments

Tip: Be sure to update all future appointments and Availability blocks. We recommend scrolling forward through your calendar to confirm that all of your recurring, as well as standalone events, are updated.  

Delete your old office location

Important: Only delete the old office location after you've finished creating insurance claims and superbills for appointments that occurred there. After an office location is deleted from your practice, any existing upcoming appointments tied to that office location will need to be assigned a new office location.

Once all this is taken care of, you can then delete your old office location

  • Click OK
  • Click Save

Update insurance settings and enrollment

  • Contact the insurance payers you work with to update the address that they have on file for you

Important: Make sure to update your address by reaching out to payers directly. Otherwise, you may experience claim denials, rejections, and/or get your checks and EOBs sent to your old address.

  • Navigate to My Account > Settings > Billing and InsuranceInsurance 
  • Confirm that your new address is listed in the Billing Provider Info (Box 33) section, according to what the payer has on file  

Update your insurance information to match with your new location

Note: To learn more about the steps involved in updating your enrollments, see How to update your enrollment information in SimplePractice

Have more questions? Submit a request