About the class
The Getting Started with Client Management class will walk you through best practices for managing your clients and contacts in SimplePractice. This includes how to create clients and contacts, manage communication settings, and merge duplicate contact and client profiles. You’ll also learn about specific scenarios, including working with minor clients and their parents or guardians (including separated parents or guardians), third-party billing for clients, and couples. You can also ask questions via email during the class, and a specialist will get back to you as soon as possible.