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Updating your Public Information settings

Updating your Public Information settings

Your Public Information settings determine what prospective clients see on your Monarch profile and your Professional Website. These settings can help streamline the way you market your practice and enhance your online presence.

Note: For a walkthrough of these settings, watch our Getting Started with Marketing your Practice on-demand classTo learn more about Monarch, see: Monarch FAQs. To learn more about the Professional Website, see: Setting up your Professional Website

In this guide, we'll go over:


Enabling the Monarch Directory

You can enable or disable the Monarch Directory from your SimplePractice account. To do this:

  • Navigate to Settings > Client Referrals
  • Click the toggle to switch it On or Off

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Note: The Monarch Directory will be toggled On by default.

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Note: Only clinicians with a Behavioral health therapy, Counseling, Marriage and family therapy, Psychology, Social work, or Substance use counseling specialty can list on the Monarch Directory. You can update your specialty from Settings > My Profile > Clinical.

Only the Account Owner or a Practice Manager can enable or disable Monarch for a group practice account at Settings > Client Referrals. Here, you’ll see a banner indicating how many clinicians in your practice qualify for listing on Monarch. If this feature is turned off practice-wide, clinicians won't be able to list on Monarch or access the Public Information settings page in their accounts. You can learn more about managing Monarch for group practices here: Getting started as a group practice.


Completing your personal profile

Once published, the information you enter in Settings > Public Information will populate to your Monarch profile and Professional Website, if enabled. You can get started by updating your profile details for each section:

Note: Completing your personal profile can help prospective clients find you. Therapy seekers can filter their search results on the Monarch Directory to find practitioners that match certain criteria. These filters are based on the specialties, approaches, insurances accepted, and other information you enter in Settings > Public Information. To learn more, see: How Monarch profiles are ranked.


Profile Status

You can check if your profile on the Monarch Directory is Active or Inactive under Profile Status.

An Active status indicates that your profile is visible to therapy seekers on the Monarch Directory. To view your profile, click the link next to Monarch Directory Profile.

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To deactivate your Monarch profile:

  • Click Edit next to Monarch Directory Profile
  • Switch the toggle to Off
  • Click Save
  • Click Deactivate My Profile to remove your profile from the Monarch Directory

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You can Preview changes you make in Settings > Public Information while your profile is Inactive. Make sure your profile is Active before you Publish changes. You can update your profile status at any time.


Basic Information

In the Basic Information section, you can update your Name and the Title you’d like shown on your public profile.

Under Email for Contact Form, you can change the email address where messages submitted through Monarch and your Professional Website are sent. This email address is not visible to prospective clients.

Note: The Email for Contact Form will default to the SimplePractice account email listed at Settings > My Profile. The Contact Form can’t be turned off if online appointment requests are disabled for your account.

You can also add a professional image of yourself to personalize your public profile. To upload an image, click Choose image or drag and drop an image into the box under Profile Image

Note: Uploading a clear, high-resolution profile image can help you make a good first impression with prospective clients. This image must be in .jpg or .png format, with a maximum upload size of 10MB. For tips on choosing a profile image, see: Best practices for your Monarch profile.

When you're finished updating your Basic Information, click Save & Continue.

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Note: Your license details will populate to your Monarch profile from Settings > My Profile > Clinical.  

Your Introduction

In the Your Introduction section, you can update Your Public Bio. You can use this field to tell prospective clients who you are and why you could be the right fit for them. 

Tip: We recommend keeping your bio to 3-6 sentences that focus on how you can serve prospective clients. To learn more, see: Best practices for your Monarch profile.

You can also add a short video to your public profile. To do this, enter a YouTube or Vimeo video link in the Your Public Video field.

Once you’ve completed this section, click Save & Continue.

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Note: When updating your bio, keep in mind that your changes will also be reflected in the About section of your Professional Website.

Your Associated Identities

You can add the identities you want to display on your Monarch profile in the Your Associated Identities section. Sharing this information can help prospective clients who are looking for specific criteria in a provider. 

You can choose whether you'd like to display your Gender, Pronouns, and/or Race & Ethnicity. When you're done, click Save & Continue.

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Social Media

You can link your professional Facebook, Twitter, Instagram, Yelp, YouTube, and/or LinkedIn accounts to your public profile. Enter the links for each social media account you’d like to add, then click Save & Continue.

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Highlights

In this section, you can highlight important information related to your availability, the types of appointments you offer, and the payment types you accept. 

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Availability

The Availability highlights reflect your Availability and online appointment request settings. Accepting New Clients, Available on Nights, and Available on Weekends will be automatically toggled On or Off based on these settings.

Note: For more information on managing online appointment requests, see: Enabling online appointment requests. You can also learn how to set up an initial consultation service for new clients here: Monarch FAQs

Appointment Options

You can indicate whether you offer Telehealth, in-person appointments, and/or free consultations by toggling each option On or Off.  

Payment Options

The Accepts Online Payments highlight is tied to your Online Payments account, which is managed from Settings > Billing and Services > Online Payments. To display the Accepts Online Payments highlight on your profile, you must first enable Online Payments and the Client Portal for your account.

You can indicate whether you accept insurance by toggling this highlight On or Off.


Services

Under Services, you can select the focus areas, approaches, and appointment types that will be shown on your public profile.

Focus Areas

You can add the focus areas you'd like to include on your public profile to the Focus Areas section.

The first 5 focus areas you list here will be showcased in the Specialties section of your Monarch profile and will be searchable on the Monarch Directory. 

To change the order in which your focus areas are displayed, click the six dots next to a focus area and drag it into place. When you're done, click Save & Continue.

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Note: If a focus area isn’t appearing in the dropdown menu when you type it into the search field, click Create a new entry? to add it to your list.

Approaches

You can indicate the treatment approaches you provide in the Approaches section. 

You can add up to 15 approaches to your list. Click the six dots next to an approach and drag it into place to change the order in which they appear on your public profile.

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Note: If an approach isn't appearing in the dropdown menu when you type it into the search field, click Create a new entry? to add it to your list.

Appointment Types

You can indicate the types of appointment you offer in the Appointment Types section. Check the box next to each appointment type you’d like to display, then click Save & Continue.

The appointment types will appear on your Monarch profile in the order shown here.

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Population Focus

Under Population Focus, you can choose to indicate the client populations that you work with. This information can be helpful if prospective clients are looking for a provider who has experience with a specific age group, community, language, and/or faith.

Age Groups

In the Age Groups section, you can indicate the age groups you have experience with, from toddlers (under 6) to elders (65+). Check the box next to each age group you work with, then click Save & Continue.

This information will appear on your Monarch profile in the order shown here.

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Communities

If you work with a specific community, you can indicate this in the Communities section. 

You can add up to 15 communities to your list. To change the order in which these communities appear on your Monarch profile, click the six dots next to an item and drag it into place. When you’re done, click Save & Continue.

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Note: If a community that you work with isn't appearing in the dropdown menu when you type it into the search field, click Create a new entry? to add it to your list.

Languages

You can indicate the languages you speak and support in the Languages section. 

You can add up to 15 languages to your list. To change the order in which these languages are displayed on your Monarch profile, click the six dots next to a language and drag it into place. Once you’ve added your languages, click Save & Continue.

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Faiths

If you work with a particular faith group, you can indicate this in the Faiths section. 

You can add up to 15 faiths to your list. To change the order in which these faiths are shown on your Monarch profile, click the six dots next to a faith and drag it into place. Once you’ve added the faith groups you work with, click Save & Continue.

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Insurance and Fees

In the Insurance and Fees section, you can choose to display your fees on your public profile, as well as the insurance plans you accept if you bill insurance.

Insurance Accepted

In the Insurance Accepted section, you can add up to 15  insurance payers. To change the order they appear in, click the six dots next to a payer and drag it into place.

If you don’t accept insurance, click the X next to each payer to remove them from your list.

When you’re done, click Save & Continue.

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Note: To add a payer that isn't included in the dropdown menu, type the payer’s name into the search field and click Create a new entry? 

Fees

In the Fees section, you can explain how you charge for services. You can enter this information as a fee range or a set fee. You can also choose to list fees by appointment type, service, or clinician.

To add another line item to your List of Fees, click + Add Another. When you’re done, click Save & Close.

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Note: If you’d prefer not to disclose your fees on your public profile, you can leave these fields blank.


Previewing and publishing your information

After you've updated and reviewed all of the information in your Personal Profile tab, scroll to the top of the page and click Preview.

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From preview mode, you can publish changes to your Monarch profile by clicking Publish.

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To go back to editing your profile, click Edit.

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You can also publish your changes from the Public Information settings page. To do this:

  • Click Publish
  • Click Publish again in the confirmation modal to confirm you’d like to make your changes public

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Managing your clinician profiles

To manage the status of your clinicians’ profiles in a group practice:

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Here, Account Owners and Practice Managers can choose whether a clinician is able to list on the Monarch Directory. To do this: 

  • Hover over the clinician's name
  • Click Manage

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  • Select Full Access or No Access
    • If you select Full Access, the clinician will be able to edit and publish their Monarch profile from the Public Information settings page in their own account
    • If you select No Access, you’ll be prompted to confirm that you want to Deactivate Clinician Profile 

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  • When you're done, click Save

Inactive Profiles aren’t displayed publicly on Monarch. Clinicians whose profiles have been disabled or whose specialties aren’t supported will appear in the Inactive Profiles section.

Note: At this time, only clinicians with behavioral health or substance use specialties can list on the Monarch Directory. Each clinician can update their specialty by navigating to Settings > My Profile > Clinical in their account. Account Owners and Practice Managers can also a manage clinician's specialty from Settings > Team Members. To learn more, see: Getting started as a group practice.


FAQs


Where will this information appear once I publish it?

The information you enter at Settings > Public Information will appear on both your Monarch profile and Professional Website, if enabled.

Note: Some entries in your Public Information settings won’t populate to your Professional Website. You can learn more about setting up your Professional Website here: Setting up your Professional Website.


What happens to my profile if I want to switch to the Starter Plan?

Monarch is only available on the Essential and Plus plans, at no additional cost. If you're switching to the Starter plan, you'll need to disable Monarch at Settings > Client Referrals.


Why can't I find my Public Information settings?

If you’re part of a group practice, you’ll only see the Public Information settings page if the Monarch Directory is enabled for your practice. Your Account Owner or a Practice Manager will be able to enable Monarch by navigating to Settings > Client Referrals in their account.


Why does it say Needs Review next to a section I don't want to include?

You'll need to review all of the sections in Settings > Public Information > Personal Profile before you can publish any changes. This includes sections you don't want to display on your Monarch profile. To dismiss the Needs Review banner and publish your changes, click Edit next to the section requiring review, then click Save & Continue.


I'm unable to publish changes to my Public Information settings. What should I do?

If your Publish button is grayed out and not clickable, it's likely that you haven't reviewed all of the sections of your Personal Profile. To do this, navigate to Settings > Public Information, locate the section(s) that need review, and click Edit. Once you’re done, click Save & Continue.


Why can't I show that I accept Online Payments?

The Accepting Online Payments highlight is directly tied to our integrated Online Payments feature. To display this, you'll need to have both Online Payments and the Client Portal enabled in your SimplePractice account.


Why can’t I show that I’m accepting new clients and/or available on nights or weekends?

The Accepting New Clients, Available on Nights, and Available on Weekends highlights are directly tied to your online appointment request and Availability settings. These highlights are automatically toggled On or Off based on these settings. 

You can find step-by-step instructions for enabling online appointment requests for new clients and creating a phone screening service here: Monarch FAQs.

For more information on managing your Availability and online appointment requests, see: 

Note: When updating your Availability or online appointment request settings, we recommend waiting 20 minutes before reviewing your Monarch profile to make sure the changes are reflecting accurately.


How can I change the locations displayed on my public profile?

The locations that are displayed on your Monarch profile and Professional Website populate from your SimplePractice account settings. To manage your locations: 

  • Navigate to Settings > My Practice > Locations
  • Select Edit to update an existing location, or Add a Location to create a new one
  • When you’re done, click Save

For each location, you can choose to Hide Address or Show Address from public view. To learn more, see: Adding office locations

Note: You can choose to hide locations altogether on the Professional Website, while your Monarch profile will show all locations associated with your practice. Monarch Directory searches are tied to the city, state, and zip code of your office locations. In order to be searchable by location(s), you’ll need to add the location(s) to Settings > My Practice > Locations.

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