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Updating your Public Information settings

Updating your Public Information settings

The information you enter on your Profile page appears publicly to prospective clients on your Monarch Directory profile and Professional Website. Managing this public information in one place can help streamline the way you market your practice and enhance your online presence.

In this guide, we'll go over:


Enabling the Monarch Directory

Note: Only the Account Owner or a Practice Manager can enable or disable the Monarch Directory for a practice at Marketing > Directory. If this feature is turned off practice-wide, clinicians won't be able to list on Monarch or access the Profile page in their accounts. You can learn more about managing Monarch for group practices here: Getting started as a group practice.

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

  • Navigate to Marketing > Directory
  • Click Turn on directory access or Turn off directory access

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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 Monarch. You can update your specialty from Settings > Profile & Security > Clinical.


Completing your personal profile

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

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


Profile Information

You can check if your profile on the Monarch Directory is Active or Inactive at the top of Marketing > Profile, as well as update the name, title, and image displayed on your public profile. 

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

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To deactivate your Monarch profile:

  • Select Edit next to your profile image
  • Switch the Monarch Profile toggle Off

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  • Click Save
  • Click Deactivate My Profile to remove your personal profile from the Monarch Directory

While you can Preview changes you make in Marketing > Profile while your profile is Inactive, your profile must be Active to Publish changes. You can update your profile status at any time.

To make changes to the name, title, and profile image you’d like shown on Monarch:

  • Click Edit

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  • Edit your Name and Title as needed
  • To upload an optional image, select Choose image or drag and drop an image into the Profile Image box
  • Click Save

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.


Basic Information

In the Basic Information section, you can manage your contact options, bio, and associated identities that can help therapy seekers learn more about you.

Contact options

Click Edit next to Contact options to choose whether therapy seekers can message you or request appointments via Monarch.

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 isn't publicly visible to prospective clients.

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

After updating your Contact options, click Save.

Note: Your license details will populate to your Monarch profile from Settings > Profile & Security > Clinical. If you'd like, you can also have your license verified for Monarch. To learn how to submit a verification request, see License verification for Monarch.

Your Introduction

Next to the Your Introduction section, you can click Edit to update Your Public Bio. A bio is required to publish your Monarch profile. When updating your bio, keep in mind that your changes will also be reflected in the About section of your Professional Website, if enabled.

Tip: Limit your bio to 3-6 sentences that tell prospective clients who you are and why you might be the right fit for them. To learn more, see Best practices for your Monarch profile.

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

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After completing this section, click Save & Continue.

Your Associated Identities

You can add the identities you want to display on your Monarch profile in the Your Associated Identities section. You can select your Gender, Pronouns, and/or Race & Ethnicity, then 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

You can add up to 15 payers in the Insurance Accepted section. To change the order they appear in, click the 6 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. When you’re done, click Save & Continue.

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Note: To add a new payer, type the payer’s name into the search field and select Create a new entry?

Fees

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

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

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


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 listed 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 6 dots next to a focus area and drag it into place. When you're done, click Save & Continue.

Note: If a focus area isn’t appearing in the dropdown menu when you type it into the search field, select 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 6 dots next to an approach and drag it into place to change the order in which this appears on your public profile. Then, click Save & Continue.

Note: If an approach isn't appearing in the dropdown menu, select 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.


Highlights

In this section, you can highlight important information about 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, Available on Weekends, and Offers Free Consultation will be automatically toggled On or Off based on these settings.

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

Appointment Options

You can indicate whether you offer Telehealth or in-person appointments 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.

The Accepts Insurance highlight will be automatically toggled On or Off based on the Insurance Accepted section.


Population Focus

Under Population Focus, you can 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.

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 6 dots next to an item and drag it into place. When you’re done, click Save & Continue.

Note: If a community you work with isn't appearing in the dropdown menu, select 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 6 dots next to a language and drag it into place. Then, click Save & Continue.

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 6 dots next to a faith and drag it into place. Then, click Save & Continue.


Social Media

You can link your professional Facebook, Twitter, Instagram, Yelp, YouTube, and/or LinkedIn accounts on your public profile.

To do this, enter the links for each social media account you’d like to add in the Social Media section, then click Save & Close.


Previewing and publishing your information

After you review the information on your Profile page, you can return to the top of the page to Preview your Monarch profile.

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From preview mode, click Publish to make your changes public.

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To continue editing your profile, click Edit.

You can also publish your changes directly from the Profile page by clicking Publish.


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
  • 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 Profile 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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  • 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 > Profile & Security > 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 Marketing > Profile will appear on both your Monarch profile and Professional Website, if enabled.

Note: Some entries on your Profile page won’t populate to your Professional Website. You can learn more about updating your Professional Website here: Setting up your Professional Website.


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

Monarch is available on the Essential and Plus plans at no additional cost. If you're switching to the Starter plan, you can disable Monarch at Marketing > Directory.


Why can't I find my Profile marketing page?

If you’re part of a group practice account, you’ll only see the Profile page if the Monarch Directory is enabled. Your Account Owner or a Practice Manager can enable Monarch at Marketing > Directory in their account. They can then make sure that you've been granted Full Access to Monarch at Marketing > Directory > Manage clinician profiles.


Why can't I publish changes to my Profile marketing page?

If your Publish button is grayed out and not clickable, it's likely that you haven't reviewed the  following required sections of your personal profile:

To review these sections, navigate to Marketing > Profile, click Edit next to each required section, then Save & Continue. When you're done, click Publish.

Note: If your personal profile is Inactive, make sure to activate it so you can publish your changes. To learn more, see Profile Information.


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

The Accepting Online Payments highlight is tied to our integrated Online Payments feature. To display this, both Online Payments and the Client Portal must be 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, Available on Weekends, and Offers Free Consultation highlights are tied to your online appointment request and availability settings. These highlights are automatically toggled On or Off based on these settings.

For step-by-step instructions to enable online appointment requests for new clients and create an initial consultation service, see Monarch FAQs.

You can also find more information on managing your availability and online appointment requests here:

Note: When updating your availability or online appointment request settings, it may take up to 20 minutes for these changes to reflect on your Monarch profile.


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: While you can choose to hide locations altogether on the Professional Website, your Monarch profile will show any active 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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