About this class
In this on-demand video class, you'll learn how to complete key daily tasks in SimplePractice, including sharing paperless intakes, billing clients, and writing notes.
Hosted by private practice coach Kelley Stevens, LMFT, and Travis Miller from SimplePractice, this class walks through commonly used features to help you get started.
In this class, we'll cover:
- Part 1. Add a client and share intakes
- Part 2. Customize your intake form templates
- Part 3. Create a bill and add a payment
- Part 4. Write a note and communicate with your clients
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Note: You can watch this class in full screen and access video transcripts on the SimplePractice in a weekend class page.
Part 1. Add a client and share intakes
Kelley and Travis begin by signing in to SimplePractice and exploring the calendar. From there, they walk through the important first step of adding yourself as a test client.
You’ll also learn how to:
- Set up email and text reminders
- Send intake paperwork
- Preview the Client Portal from the client's perspective
Helpful guides:
Part 2. Customize your intake form templates
In Part 2, Kelley and Travis take a deeper look at paperless intakes. Using the sample intake packet sent in Part 1, they preview the client experience of completing consent forms and intake questionnaires through the Client Portal.
You'll learn how to:
- Customize consent document templates
- Understand the difference between consent forms and intake questionnaires
- Use the appointment details flyout to quickly create bills and notes
Helpful guides:
Part 3. Create a bill and add a payment
Part 3 focuses on billing and payment workflows. Kelley and Travis walk through the complete billing process, from creating appointments to adding payments.
You’ll learn how to:
- Create invoices
- Add payments from the client profile or from the calendar
- Generate receipts and superbills
- Set up online payments for integrated credit card processing
- Enable AutoPay
Helpful guides:
Part 4. Write a note and communicate with your clients
In Part 4, Kelley and Travis cover three key areas: progress notes, appointment reminders, and secure messaging.
You’ll learn how to:
- Create and manage progress notes
- Use note templates and load previous notes
- Sign and lock notes for compliance
- Set up automated appointment reminders via email, text, or voice
- Customize reminder messages and add confirm/cancel links
- Use secure messaging as a HIPAA-compliant way to communicate with clients through the Client Portal
Helpful guides: