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:
- Add the new office location
- Update your Availability
- Update upcoming appointments
- Delete your old office location
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:
It's also important to update the business address associated with your Online Payments account if you have one so that your 1099k forms are sent to the correct address:
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 Settings > My Practice > Locations
- Click Add a Location and add your new office location
- Click Save
Update your Availability
- Navigate to the Calendar homepage
- Click Availability
- Click and update Location for all relevant Availability blocks
- Click Done
Note: For recurring Availability blocks, select This and all future events.
Update upcoming appointments
- Navigate to the Calendar homepage
- Click and update Location for all relevant appointment
- 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.
- Navigate to Settings > My Practice > Locations
- Click the trash icon
- 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 Settings > Billing and Insurance > Insurance
- Confirm that your new address is listed in the Billing Provider Info (Box 33) section, according to what the payer has on file
- If you have accepted enrollments set up through SimplePractice, contact our Customer Success team to update these
Note: To learn more about the steps involved in updating your enrollments, see How to update your enrollment information in SimplePractice.
Update Online Payments address
The Account Owner will need to contact our team to update the business address associated with your Online Payments account. This request will be routed to our dedicated Billing & Payments team who will be able to facilitate this change for you.
