Important: This guide is related to the new SimplePractice Clinician mobile app for iOS. If you’re using the SimplePractice for Clinicians app on iOS or Android, see Getting started with the SimplePractice for Clinicians app for more information.
The SimplePractice Clinician app is an updated version of the SimplePractice for Clinicians app, which includes updated features, an improved interface, and is fully compatible with iPads.
This app lets you take your practice on the go. It can be used for taking notes between appointments, processing credit card payments, sending Secure Messages, and more.
In this guide, we’ll cover:
- Devices supported by the SimplePractice Clinician app
- Using SimplePractice on an iPad
- Features available on the SimplePractice Clinician app
- Security on the SimplePractice Clinician app
- Creating new appointments on the SimplePractice Clinician app
- Filtering your calendar on the SimplePractice Clinician app
- Enabling and disabling push notifications on the SimplePractice Clinician app
- Navigating the client’s Overview page on the SimplePractice Clinician app
- Adding payments on the SimplePractice Clinician app
- Adjusting appointment fees on the SimplePractice Clinician app
- Using reminders on the SimplePractice Clinician app
- Sending Secure Messages on the SimplePractice Clinician app
- Troubleshooting on the SimplePractice Clinician app
Note: To find answers to commonly asked questions regarding the mobile app, see SimplePractice mobile app FAQs.
Devices supported by the SimplePractice Clinician app
You can download the SimplePractice Clinician app for iOS for free. We recommend using iOS 17.3 or newer to download from the App Store.
Note: We also recommend using recent models of these devices, as Apple and SimplePractice may periodically discontinue support for older devices.
Using SimplePractice app on an iPad
If you’re using an iPad, the new SimplePractice Clinician app is designed to scale to your device. This means that you’ll have the full app functionality on a larger screen when you’re using an iPad:
The main difference between the iPhone and iPad version of the app is the location of the navigation tool, which is on the left side of the screen on iPad. You can expand or minimize the navigation window by tapping the two arrows on the top left of the screen.
Features available on the SimplePractice Clinician app
Note: If you’re using the SimplePractice for Clinicians app on iOS or Android, see Features available on the SimplePractice for Clinicians app.
The new SimplePractice Clinician app on iOS gives you access to many features that can help with the day-to-day of your practice. However, there are features that can only be accessed from the browser version of SimplePractice.
Here are the main differences:
|
Feature |
Available on the SimplePractice Clinician app on iOS |
Only available on the browser version |
|
See all past progress notes |
X |
|
|
Share intakes with a client |
X |
|
|
Viewing, uploading, and deleting a client’s files |
X |
|
|
Write a note using default and custom templates, and load previous notes |
X |
|
|
Add an administrative note |
X |
|
|
See your personal calendar |
X |
|
|
See your team's calendar |
X |
|
|
Filter your calendar by day, week and month |
X |
|
|
See the Schedule view |
X |
|
|
Filter your calendar by clinician |
X |
|
|
Filter your calendar by office location |
X |
|
|
Send a Secure Message to a client or team member |
X |
|
|
Enable, disable, and customize your away message for Secure Messaging |
X |
|
|
Schedule, edit, and delete individual/couple appointments and events |
X |
|
|
Add a client’s Billing type and credit card information |
X |
|
|
Add a client payment |
X |
|
|
Delete or refund a client's payment |
X |
|
|
Update a client’s contact information |
X |
|
|
Lock a progress note |
X |
|
|
Add or update a client's insurance information, including their insurance ID |
X |
|
|
Upload an image of a client’s ID card to their file |
X |
|
|
View and delete automated reminders |
X |
|
|
Add and delete custom reminders (tasks) |
X |
|
|
Manually send appointment reminders for individual/couple appointments |
X |
|
|
View, edit and delete` custom reminders |
X |
|
|
Use AirPrint |
X |
|
|
Use Note Taker |
X |
|
|
Use Privacy Mode |
X |
|
|
Add a chart note |
X |
|
|
Create a Diagnosis and Treatment Plan |
X |
|
|
Access your account settings |
X |
Security on the SimplePractice Clinician app
The SimplePractice Clinician app has the same level of security as our website. To learn more on how we uphold the security of your data, see SimplePractice Trust and Security.
We've created a Security checkup feature for all versions of the mobile app, which you can use to check how secure your mobile device is, along with tips on improving your device’s security.
To perform a security checkup:
- Open the SimplePractice Clinician app
- Tap your profile in the upper left corner
- Select Security checkup
Recommendations to improve your device’s security are based on:
- Your device’s current operating system version
- The current version of the SimplePractice Clinician app
- Touch ID/Face ID settings
- Screen lock settings
- Whether your device is jailbroken
If there’s an area of improvement for your device’s security, view the details by tapping the arrow on the issue:
Creating new appointments on the SimplePractice Clinician app
You can create a new client appointment on the SimplePractice Clinician app. To do this:
- From the Calendar, tap +
-
Tap Client and choose a client
- If you want to add a new client, tap + and enter the new client’s information
- Enter the start date and time in the Starts field
- Add the end date and time in the Ends field
-
Tap Repeats if you want to set this as a recurring appointment
- You can choose from Daily, Weekly, Every 2 weeks, Monthly, Yearly and Custom
-
Select the appointment Location
- Choose Video Office for Telehealth appointments
- Assign the Clinician for the appointment
-
Tap Services to adjust the Service code, Total rate, and Modifiers
- Select + to add an additional service to the appointment
- The appointment total will appear at the bottom of the Services screen
- Select Save in the upper right corner
After adding an appointment, you’ll have the option to add a progress note, a psychotherapy note, and/or upload appointment files.
To add a progress note or psychotherapy note to an appointment on the app:
- Tap the appointment in the Calendar
- Under Documentation, select Add + next to Progress note or Psychotherapy note
-
If you’re adding a progress note, tap the two arrows next to Template and select your template
- You can choose from all of the active progress note templates in your SimplePractice account
- Fill out your progress note or psychotherapy note, as needed
- Tap Save
To upload files to an appointment in the app:
- Tap the appointment in the Calendar
- Under Documentation, select Add + next to Appointment files
- Choose Take a photo, Choose from library, or Import file from…
Note: Any uploaded appointment files can be found in the client’s files from their Overview page. To learn more, see Managing the client Files Overview page.
To edit an appointment’s details, you can tap the appointment in the calendar and select Edit.
This will take you to the same fields you customized when you created the appointment.
Tip: If you’d like to move the appointment, you can modify the date and time in the Starts and Ends fields, as needed. To adjust the appointment’s fees, see Adjusting appointment fees on the SimplePractice Clinician app.
Filtering your calendar on the SimplePractice Clinician app
There are a few ways to filter your calendar on the SimplePractice Clinician app.
Changing calendar dates
When navigating the calendar in the mobile app, you can change dates by either:
- Tapping on specific days at the top of the screen
- Swiping left or right to go back or forward a day, respectively
To return to today’s date, tap Today:
Choosing between Daily, Weekly, Monthly, and Schedule views
By default, the calendar in your app will display today’s date in the Day view, as indicated by the toggle at the top of your calendar. You can tap Week, Month, or Schedule to change the view:
The Schedule view is unique to the mobile app, and can be used to view a list of your appointments each day without seeing free spaces on the calendar.
Filtering by clinician and location
Note: The clinician filter is only available on our Plus plan. For more information, see Which subscription plan is right for me?
If you have more than one clinician and/or location listed in your account, you can filter your calendar by clinician or location.
To filter by clinician:
- Tap the filter icon at the top of the calendar
- Under Clinicians, select the name of each clinician you’d like included in your calendar view
- Tap Save
The initials of an appointment’s clinician will be listed before the name of its client:
To filter by office location:
- Tap the filter icon at the top of the calendar
-
Under Locations, select the location(s) you want displayed on the calendar
- To view the calendar for all of your locations, toggle All offices on
- Tap Save
Once saved, your calendar will display appointments for each of the selected office locations. These locations are color coded to distinguish between each location.
For more information about customizing this color coding, see Setting up additional offices.
Note: Our advanced calendar filtering options aren’t available on the SimplePractice mobile app.
Enabling and disabling push notifications on the SimplePractice Clinician app
Push notifications from your mobile device can notify you of important details about your practice, such as new appointment requests or Secure Messages.
To enable or disable push notifications within the SimplePractice Clinician app:
- Open the SimplePractice Clinician app
- Tap your profile in the upper left corner
- Select Settings
- To enable notifications, make sure Push notifications is toggled on
- To disable notifications, toggle Push notifications off
To enable or disable certain types of notifications:
- Tap Notification preferences
-
Select Upcoming appointments, New secure messages, and/or New appointment requests to enable or disable specific push notifications
- If checked, the notification type is enabled
- Toggle All on to enable all push notifications
Navigating the client’s Overview page on the SimplePractice Clinician app
To navigate to a client’s Overview page on the SimplePractice Clinician app:
- Tap the Clients tab at the bottom of the screen
- Search for the client
- Tap their name
Here, you can:
- Contact the client via phone number, email, and/or Secure Message using the icons at the top of the screen
- View or schedule a client’s next appointment
- Add or view an administrative note
You can also access other pages associated with the client’s Overview page. Below, we’ll break down each of these pages.
Billing and insurance
If you tap Billing and insurance, you can:
- Add a payment by tapping + in the upper right corner
- See their Client balance
- Access their Client payments
- View All invoices and their status
- Add or view information on Credit & debit cards (if online payments is enabled)
- Set the client’s Billing type
- View whether the client has Insurance information on file
Note: You can use the browser version of SimplePractice to view, add, or edit a client’s insurance information. For more information, see Setting up insurance billing for your clients.
Files
If you tap Files, you can view a list of the client’s intakes and documentation. Files are organized in the following types and statuses:
- All
- Pending
- Completed
- Uploaded by client
- Uploaded by practice
After tapping a type or status, you’ll see a list of its associated files:
On the mobile app, you can view Completed questionnaires and consent documents, as well as all files that were Uploaded by client or Uploaded by practice. If you have the appropriate permissions, you can also delete a viewable file by swiping left on the file, then selecting Delete.
Note: Pending files can also be deleted.
For more information about client files, see Managing the client Files Overview page.
Client info
If you tap Client info, you can manage the client’s personal information and preferences. On this page, you can customize the following:
- Client name
- Contact info
- Phone number(s)
- Email address(es)
- Physical address(es)
- Demographic information
- Birthday
- Sex
- Gender identity
- Relationship status
- Tap Show more to customize:
- Employment status
- Race and ethnicity
- Preferred language
- Client notes
- Referral source
- Date first seen
- Administrative details
- Primary clinician
- Appointment location
- Clinicians granted access
You can also customize the Client status from this page. To do so:
- On the Client Info page, scroll down to Client status
- Tap the dropdown
- Choose Active, Inactive, or Prospective
You can also use the toggle to set the client as a minor:
Note: To learn more, see Editing a client's information.
Contacts
If you tap Contacts, you can view the contacts associated with the client:
Note: You can’t edit contact information from this page. To edit contact information, navigate to the Clients tab in the mobile app and search for the contact you want to edit.
Adding payments on the SimplePractice Clinician app
You can add payments on the SimplePractice Clinician app from the client’s Overview page or an appointment on the calendar.
Note: The Billing and Insurance section of a client’s Overview page lists their balance, as well as all payments and invoices associated with their profile. Tap Client Balance or All Invoices to view any unpaid invoices.
From the client’s Overview page
To add a payment through the client’s Overview page:
- Select Billing and insurance
- Tap + > Add Payment
- Check the invoice(s) to cover with the payment
- If necessary, tap Add partial payment under the invoice and enter the amount
- Select Continue to payment
- Tap the payment method (i.e. Cash, Credit card on file) to update the payment method, if necessary
- If the client has credit, toggle Client credit on to apply it
-
Review the payment amount under Confirm payment amount
- Tap this amount to edit it, if necessary
- If the payment is greater than the invoiced amount, there’ll be a New credit, which can be used as a credit for future charges
- Select Confirm payment
From the appointment
To add a payment for the appointment from the calendar:
- Select the Calendar tab at the bottom of the screen
- Tap on the appointment
-
Choose Create Invoice and add payment
- If the appointment already has an invoice, click Add payment
- Check the invoice(s) to cover with the payment
- If necessary, tap Add partial payment under the invoice and enter the amount
- Select Continue to payment
-
Tap the payment method (i.e. Cash, Credit card on file) to update the payment method, if necessary
- If the client has credit, toggle Client credit on to apply it
-
Review the payment amount under Confirm payment amount
- Tap this amount to edit it, if necessary
- If the payment is greater than the invoiced amount, there’ll be a New credit, which can be used as a credit for future charges
- Select Confirm payment
Adjusting appointment fees on the SimplePractice Clinician app
You have the option of changing the fee for an appointment through its appointment page. To do this:
- Select the Calendar tab at the bottom of the screen
- Tap the appointment
- Select Edit > Services
-
Enter the new fee in the the Total rate field
- Choose the Rate per unit if unit billing is enabled for the service
- Select Done
- Tap Appointment > Save
Note: The amount a client owes for an Insurance appointment can’t be updated in the mobile app. You can change this amount through the browser version of SimplePractice. To learn more, see Updating the billing details for individual appointments.
If the fee is increased for an appointment with an existing invoice, the option to Create invoice and add payment will reappear on the appointment page. This will allow a new invoice and payment to be added for the remaining amount.
If the fee for an appointment with an existing invoice is decreased, a new invoice reflecting the rate adjustment will be created on the mobile app. Any credit resulting from this fee change will also be reflected in your client’s file.
Using reminders on the SimplePractice Clinician app
You can view both automated and custom reminders from the SimplePractice Clinician app.
Note: On the browser app, automated reminders are known as notifications, and custom reminders are known as tasks.
To view your reminders:
- Select the Reminders tab at the bottom of the screen
- Tap either Custom or Automated
If you select Custom, you can add or dismiss tasks you’ve added to your account. To add a new task, tap + and type in the task details.
To mark a task as complete, tap the circle next to it.
You can also delete a reminder by swiping left on the task and selecting Delete. For more information about tasks, see Creating tasks for your practice.
If you select Automated, you can view reminders for your practice that were generated by SimplePractice.
Some reminders will apply to multiple clients or appointments, such as if there are more than 1 appointment with missing notes. To view each of the impacted clients or appointments, tap the reminder in question.
Use the Daily tab to view all reminders for each specific day, or the Summary tab for a condensed view of all automated reminders in your account.
You can also delete a reminder by swiping left on it and selecting Delete.
Note: Deleting reminders will permanently remove them for the entire practice.
For more information on reminders, see Using practice notifications.
Sending Secure Messages on the SimplePractice Clinician app
You can send Secure Messages to clients, contacts, and team members through the new SimplePractice Clinician app.
To start a new conversation:
- Select the Messages tab at the bottom of the screen
- Tap the pencil icon
- Tap Search
- Enter the name of the client, contact, or team member
- Tap their name
- Type your message
- Tap the arrow to send
To continue a conversation:
- Select the Messages tab
- Tap the name of the individual you’d like to message
Note: You can only adjust your away message settings for Secure Messaging on the browser version of SimplePractice. For more information, see Is the away message for Secure Messaging feature available on the SimplePractice Clinician app?
Troubleshooting on the SimplePractice Clinician app
If you're experiencing issues using the new SimplePractice Clinician app, we recommend trying these troubleshooting steps:
- Logging out and back into your SimplePractice Clinician app
- Updating your SimplePractice mobile app
- Checking and updating your device/OS version
- Getting support
Logging out and back into your SimplePractice Clinician app
If you’re experiencing any issues with the SimplePractice Clinician app, we first recommend that you log out and back in to the app.
To log out of the SimplePractice Clinician app:
- Tap your profile in the upper left corner
- Select Sign out
- When the Sign out of the app? prompt appears, tap Sign out
You’ll be returned to the sign-in page. Tap Sign in to re-enter your account details and sign back into your SimplePractice account.
Note: If you have any issues logging into your account, see Trouble logging in to your account.
Updating your SimplePractice Clinician app
We recommend keeping your SimplePractice Clinician app up-to-date for the best experience.
To update the SimplePractice Clinician app on iOS:
- Open the App Store
- Search for SimplePractice Clinician app
- Tap the Update button
Note: If your SimplePractice Clinician app is already up-to-date, the button will show Open, rather than Update.
Checking and updating your device/OS version
If you're experiencing technical difficulties using the mobile app, check whether you have a compatible device and operating system (OS) version.
For iPhone and iPad users, you must be using iOS 17.3 or newer. To identify which software version your Apple device is using, see Find the software version on your iPhone, iPad, or iPod touch.
Tip: To see whether your device is compatible with iOS 17.3 or newer, see iPhone models compatible with iOS 17. If you aren't sure what device you currently own, see Identify your iPhone Model.
Getting support
If you’re unable to resolve the issue after following the steps above, please reach out to our Customer Success team through the mobile app or the web browser.
To get support through the SimplePractice Clinician app:
- Tap your profile in the upper left corner
- Select Get help
- Type in your question or topic
- Tap the paper airplane icon to send your message
Depending on your topic, you’ll either follow a short support pathway or be given relevant Help Center guides to assist in solving your question.
Both options will lead you to our resources. If these don’t help, you’ll be presented with the best way to contact our team, whether that’s via email help request or Phone Support.
Note: Live Chat is unavailable on the mobile app. Additionally, not all support channels are available for each topic.
If the topic you typed sends you through a short support pathway, you’ll be asked to confirm your topic.
After following the pathway, you’ll be asked if you still need help. Here, click No or Yes.
Depending on your issue’s topic, you’ll be presented with the available support options appropriate for that subject. Select Send an email request or Other live support options to access Live Chat or Phone Support.
To review our live support hours, please see Live Chat hours and Phone Support hours.
We recommend continuing to use the web browser to access SimplePractice while our Customer Success team is working with you.
Note: If you’d prefer to request assistance from a web browser, see Logging in to SimplePractice and submitting help requests.