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Updating your Public Information settings

Updating your Public Information settings

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

Note: For a walkthrough of these settings, see the 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 the following:


Enabling Monarch Directory

To access your Public Information settings, navigate to Settings > Monarch Directory

If you've disabled Monarch Directory in your SimplePractice account, you can turn it on by navigating to Settings > Monarch Directory and switch the toggle to On

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You'll see a banner that indicates how many clinicians in your practice qualify to be listed on Monarch if there are multiple clinicians in your practice. If this toggle is switched to Off, you and any clinicians in your practice won't have access to the Public Information settings.

If your Monarch Directory is enabled, click Edit Public Information to set up your information.

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You can also access these settings at Settings > Public Information.

Note: Only clinicians with a Behavioral Health or Substance Abuse specialty will be able to list on Monarch. If you have a different specialty, you will not see the Monarch Directory settings tab.


Setting up your Personal Profile settings

In this section, you can set up your profile to share important information that prospective clients can see in both your Monarch Directory and your Professional Website.


Profile Status

You can easily determine whether your Profile Status is active or inactive within the Monarch Directory. You'll see a green Active badge if your profile is currently active, and you'll see a gray Inactive badge if your profile is inactive. If your profile is inactive, you won't be able to make any edits to the rest or your Personal Profile information until you make it active.

Until you publish the information in your Personal Profile, the information on your Monarch Directory will pull from Settings > My Profile and Settings > My Practice. Once you've published your changes, the information you've inputted into your Personal Profile will display on your Monarch Directory. 

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To change the status of your profile:

  • Click Edit next to Monarch Directory
  • Switch the toggle to either On or Off
  • Click Save

If you choose to make your Monarch Profile inactive, your public profile will no longer be listed on the Monarch Directory. To confirm this, click Deactivate My Profile in the confirmation modal that appears.

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Note: You can update your profile status at any time.


Basic Information

In this section, you can update your name and your title that will be displayed on your public profile. You can also update the email address that's used to allow new clients to submit a message through a contact form. This email address won't be visible to your clients.

We encourage you to add a professional image of yourself to personalize your public profile as well. This image can be uploaded in either a .jpg or .png format, and the maximum upload size for this image is 10MB. You can either drag and drop your image in the box or download the image by clicking Choose Image. When you're finished updating your Basic Information, click Save.

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Your Introduction

In this section, you can update the introduction bio that's displayed on your public profile. This can be any information that you'd like prospective clients to now about you that will help you stand out and connect with them in a personal way.

You can also add a short video to introduce yourself to prospective clients by entering a YouTube or Vimeo video link here. When you're finished, click Save.

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Note: If you have a published Professional Website, any edits you make in this section will also update the introduction section on your Professional Website.

Your Associated Identities

In this section, you can update the associated identities that will be displayed on your public profile. These identities can help prospective clients who are searching for specific criteria in a provider find you. You can decide whether or not you'd like to display your gender, your pronouns, and/or your race and ethnicity on your profile. When you finish updating this information, click Save.

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Social Media

You have the option to link your professional social media accounts to your public profile. Linking your social media accounts can be helpful so that your clients can stay connected with you through your different social media platforms. You can link your Facebook, Twitter, Instagram, Yelp, Youtube, and/or LinkedIn profiles if you want to include them in your listing. When you're finished, click Save.

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Highlights

We encourage you to highlight the important information that can help influence prospective clients to consider your practice for their treatment. In this section, you can indicate whether you offer Telehealth appointments, free consultations, and/or in-person appointments. You can also highlight whether you accept Online Payments, insurance, or new clients. Additionally, you can display if you're available on nights and/or weekends.

You can toggle any of the listed options to On if you'd like them to be highlighted on your Monarch profile. Each highlight that's toggled to On will display a green checkmark next to it. If one of these highlights is toggled to Off, a gray circle will be displayed next to it in your profile. When you're finished, click Save.

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Note: If you want to display that you accept Online Payments, you'll need to first enable both Online Payments and the Client Portal in your account.


Services

This section allows you to manage your focus areas, approaches, and appointment types that will be displayed on your Monarch profile.

Focus areas

You can select which focus areas you want to display on your public profile in this section. The focus areas that you choose here will be searchable by prospective clients who are using Monarch to more easily find your profile.

Note: If you have a focus area that isn't included in the searchable dropdown list, you can type it into the search field and click the Create a new entry? option to add it to your list.

The first five focus areas that are on your list here will be labeled as Specialties in your Monarch profile to highlight which areas you have specialized training in. The 5 Specialties can also be searchable by prospective clients in Monarch. If you have more than five focus areas selected, prospective clients will have to click +more to see the rest of the entries. You can drag and drop these specialties to change the order in this list. When you're finished, click Save.

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Approaches

You can indicate which treatment approaches you offer here, and you can add up to 15 approaches to your profile. You can search different approaches in the searchable bar to add them to your list. All of the approaches listed will appear on your public profile, and you can drag and drop them to change the order they'll appear in.

Note: If you have an approach that isn't included in the searchable dropdown list, you can type it into the search field and click the Create a new entry? option to add it to your list.

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Appointment Types

This section allows you to input the types of appointments you offer. Some examples of appointment types include individual appointments, couple appointments, family appointments, and more. These appointment types will be displayed on your public profile in the same order shown here. Check the box next to each appointment type you offer, and click Save.

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Population Focus

You can indicate which client populations that you work with here. This information is helpful for prospective clients to know so that they can easily see whether you work with their particular population.

Age Groups

You can select which age groups you work with here, from toddlers to elders. The order that's displayed in this modal is the same order that'll show up in your public profile. Check the box next to each age group you work with, and click Save.

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Communities

If you work with any specialized communities, you can enter them here. You can add up to 15 communities you specialize in and have experience working with. If you add any communities to your list, click Save.

Note: If you work with a community that isn't included in the searchable dropdown list, you can type it into the search field and click the Create a new entry? option to add it to your list.

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Languages

You can indicate which languages you speak and support in this section so that clients can easily find them. You can add up to 15 languages you support that will be displayed on your public profile. After you add your languages, click Save.

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Faiths

If you'd like to display any particular faiths that you have experience working with, you can add them here. You can add up to 15 faiths that'll be displayed on your public profile. Once you search and add any faiths you work with, click Save.

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Insurance and Fees

If you bill insurance, you can display which payers you accept, as well as your fees, in this section.

Insurance Accepted

You can indicate which insurance payers you accept here. You can search for each payer in the searchable bar, and you can add up to 15 insurance payers.

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If you'd like to add a custom payer that isn't included in the searchable list, type the payer's name in the search field and click the Create a new entry? option. This will allow you to add custom payers that clients can then see when looking at your profile. Once you've added the payers you accept, click Save.

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Fees

In this section, you can explain how you charge for your services. Depending on the session type, service, or practitioner, you can show a range of fees, a set fee, or a list of different fees. If you need to add another line item, click +Add Another. Once you've filled out this information, click Save.

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Previewing and publishing your information

When you've edited and reviewed all of your information, scroll to the top of your page and click Preview to see what your page will look like before it's published.

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From this Preview Mode, you can publish your profile directly by clicking Publish.

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If you'd like to make more edits to your profile before you publish it, click Edit.

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If you decide to make changes to your information and you're finally ready to publish, click Publish Changes. This will publish all of the information to your Monarch Profile and Professional Website that you've entered.

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To confirm that you want to publish your changes, click Publish in the confirmation modal that appears.

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Managing your Clinician Profiles

As the Account Owner, you can view which profiles are active in your practice and which profiles are inactive at a glance at Settings > Public Information > Clinician Profiles. The profiles that are listed in Active Profiles are displayed publicly on Monarch if they're enabled and published.

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If you're the Account Owner and would like to manage an active clinician's Monarch access, hover your mouse over the clinician's name and click Manage. Here, you can manage whether this clinician can edit and publish their Monarch profile by selecting either Full Access or Limited Access. When you're finished, click Save.

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If you grant a clinician Limited Access, their Monarch profile will automatically be deactivated and moved to the Inactive Profiles section. The profiles listed here are not currently displayed publicly on Monarch, as they've either been actively disabled or are not supported.

Note: If a clinician has a specialty other than Behavioral Health or a Substance Abuse Counselor, they won't be supported on the Monarch Directory.


FAQs


Where will this information be shown when I publish it?

When you publish the information you input at Settings > Public Information > Personal Profile, it will appear in both your Monarch listing and your Professional Website if you have them both enabled.


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

Monarch is only available in our Professional Plan. If you want to switch to our Essential Plan, you'll need to disable Monarch in your account by going to Settings > Monarch Directory.


Why can't I find my Public Information settings?

In order to access your Public Information settings, you'll need to make sure that your Monarch Directory is toggled to On at Settings > Monarch Directory. If this is toggled to Off, you won't be able to see your Public Information settings.


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

You'll need to review all of the available sections in your Public Profile settings before you can publish any changes. This includes sections that you don't want displayed in your Monarch Profile. To remove the red Needs Review message, click Edit next to the section you need to review, and then click Save.


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

If your Publish Changes button is grey and not clickable, it's likely that you haven't updated and/or reviewed all of the necessary sections. You can do this by navigating to Settings > Public Profile, finding the section(s) you need to review, and click Save.


How will my Public Information settings affect my Professional Website?

The information that you enter in your Public Information settings will appear on both your Professional Website and Monarch Profile if you have them both enabled. Some fields in your Public Information settings are not yet available on your Professional Website, but will be coming soon.


Why can't I show that I accept Online Payments in my Public Profile settings?

If you want to display that you accept Online Payments, you'll need to have both Online Payments and the Client Portal enabled in your SimplePractice account.


Where can I learn more about Monarch?

You can learn more about Monarch here:


Where can I learn more about the Professional Website?

You can learn more about the Professional Website here:

Still have questions?

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