Using tasks and notifications on iPhone/iPad

You can view and manage notifications and tasks in the SimplePractice for Clinicians mobile app to stay on top of changes and to-do items for yourself and your team. Below, we'll cover:

• Viewing and managing notifications on iPhone/iPad
• Viewing and managing tasks on iPhone/iPad

Note: To view our main guide on the mobile app for iOS, see Getting started with the mobile app for iPhone/iPad.

Viewing and managing notifications on iPhone/iPad

Notifications are automatically generated to inform you of changes or items related to your practice. For more information, see Using practice notifications.

To view your notifications in the mobile app, tap Notifications on the bottom, which appears with a bell icon.

By default, you’ll view notifications under the By date view, which will list all notifications based on their date. You can tap on a notification to mark it as read, and navigate to its relevant area on the mobile app.

Note: If the notification can only be managed on the web app, you'll be informed of this.

If a notification covers multiple clients, you can tap on it to view the notification for each client. To delete notifications, swipe left on a notification and select Delete.

To view a condensed list of all automated reminders in your account, select the By category view.

To mark all notifications as read or delete all notifications, tap on the three dots to the top right of the screen and select your option.

Note: Deleting notifications will permanently remove them for the entire practice.

Viewing and managing tasks on iPhone/iPad

Tasks can be created to maintain a to-do list for yourself and your team. For more information, see Managing tasks through the Tasks tab.

To view your tasks in the mobile app, tap Tasks on the bottom, which appears with a list icon.

Existing tasks will appear with their title, due date, and priority level. To mark a task as complete, tap the circle next to it.

You can filter and sort tasks by tapping on the filter icon at the top right.

You can filter by:

• The status of tasks
  • All tasks
  • Incomplete
  • Complete
• Team member
  • You can choose All team members to view tasks for all team members, or just tasks for specific team member(s)

You can sort existing tasks by tapping Sort at the top of the screen, then choosing to sort by:

• Date created
• Due date
• Priority

To add a new task:

1. Tap +

2. Enter the following information for your tasks:
   • Task name
     • Only a task name is required to create a task
   • Task description
3. Toggle on Date and/or Time, if this needs to be specified for the task

4. Tap on Priority, Client, and Assigned to and make your selections
   • Priority
   • Client
   • Assigned to
5. Tap Save