To help you get the most out of your SimplePractice account, we offer live training webinars, Q&As, on-demand classes, and livestream events on a variety of topics.
Below, we’ll cover each format and how you can register or watch:
Training webinars and live Q&As
Our training webinars provide guided walkthroughs of SimplePractice setup, features, and workflows to help you get the most out of your account. Each session includes a Q&A portion where a specialist can answer your questions.
Training webinars
- SimplePractice Onboarding Part 1: Getting Started
- SimplePractice Onboarding Part 2: Account Setup
- Getting Started for Clinicians in a Group Practice
- Getting Started with Insurance Essentials
- Documentation & Note Taker
- Saving Time with SimplePractice
Live Q&As
This session is dedicated to answering your questions about account setup for insurance billing. Our specialists can explain insurance workflows, but aren’t able to investigate specific scenarios in your account. For direct account assistance, please submit an email support request.
- Getting Started with Insurance - Q&A
Joining a session
After choosing a session, you’ll complete registration on Zoom and select the next available date. Once you've completed registration on Zoom, you'll receive an email with "Q&A Confirmation" in the subject.
In the body of the email, you can click Join Webinar to join the live session at its scheduled time.
We recommend arriving within 10 minutes of the start time on the date you’ve chosen. Training webinars are subject to cancellation if there are no attendees present.
Tip: If the Join Webinar button isn't working, you can use the link under it to join the live session.
On-demand classes
Our free on-demand video classes walk you through how to use each feature in detail.
Getting started
- Account setup for solo practices
- Account setup for group practice owners and managers
- Account setup for Occupational Therapists
- Account setup for SLPs
Popular workflows
- Client Management
- Paperless Intakes
- Online Appointment Requests
- Marketing your Practice
- Billing and Payments
- Online Payments
- Client billing and automation
- Insurance billing
- Advanced insurance billing
- Accounting best practices
Expert-led classes
- Learn SimplePractice in a weekend
- The clinician's guide to using Note Taker
- 7 steps to start a private practice
- The clinician's guide to online scheduling and appointment requests
Livestream events
You can explore our livestream events to learn from industry experts and get an in-depth look at new features. Visit our Events page to register for upcoming events or watch on-demand replays.
To watch the livestreams recordings, visit EHR features & updates.
SimplePractice product demo
Watch the SimplePractice product demo for an overview of SimplePractice and our most popular features.