Secure Messaging can be used by your team to coordinate care, manage scheduling, and communicate about billing, depending on each team member’s role and access.
In this guide, we'll cover:
Enabling Secure Messaging for team members
You can enable or disable Secure Messaging for your team members at any time. To do this:
- Navigate to Settings > Messaging > Secure messaging > Team members
- Select or deselect the Enabled box next to each team member's name
- Click Save changes
Note: For more information on enabling permissions for team members, see Updating a team member’s roles.
Sending messages to your team
Secure Messaging works the same way for your team as it does with clients, but the potential uses depend on each of your team members' role:
- Practice billers and practice schedulers can send clinicians direct Secure Messages with their questions, notes, or actions required
- Practice schedulers can instantly inform clinicians when a client calls or leaves a message
- Practice billers can easily communicate about insurance information for a specific client
- Supervisors can advise interns directly in SimplePractice
- Clinicians can collaborate with other clinicians in your practice, coordinate office scheduling, and even share SimplePractice tips
Note: Clinicians will only be able to message clients if they have been granted client access; however, any team member with the practice biller or practice scheduler role will have the ability to message any client. To learn more about granting team members client access, see Granting and revoking clinical access.
FAQs
- Can clients Secure Message non-clinical team members (practice biller/practice scheduler/supervisor)?
- Can non-clinical team members use Secure Messaging?
- Can clients Secure Message other clinicians?
Can clients Secure Message non-clinical team members (practice biller/practice scheduler/supervisor)?
Clients can message practice managers, practice billers, and practice schedulers. However, they can only message supervisors if that team member has access to their client profile, or if they also have the practice biller or practice scheduler role.
Can non-clinical team members use Secure Messaging?
Non-clinical team members can send Secure Messages to other team members and clients, as long as Secure Messaging is enabled for them at the account level. To turn on Secure Messaging for team members, see Enabling Secure Messaging for team members.
Can clients Secure Message other clinicians?
Clients are only able to initiate a Secure Message with their primary clinician. However, if another clinician with access to the client's profile initiates a conversation via Secure Messaging, the client will be able to respond to that message and can reach out to that clinician in the future through the same exchange.