Getting started with SimplePractice: Part 1 - Readying your account

Welcome to SimplePractice! To get started, you’ll set up your account so it’s secure and reflects your practice. 

Start with the essentials below to get your account ready, then continue setting up features as you begin using your account.

To get your account ready:

• Add your practice details
• Add your clinician details
• Set up 2-step verification (recommended to secure your account)
• Set up your services (required for scheduling and billing)
• Confirm your plan

Add your practice details

To reflect your practice in your account, you can add your practice information, office locations, and billing addresses.

Practice information

To update your practice information:

1. Navigate to Settings > Profile > Practice details
2. Enter or update the following fields:
   • Practice Name
   • Practice Email
   • Time Zone (for your practice)
     • To learn more, see Managing time zone settings
   • Practice Phone

3. [Optional] Click Choose image to upload a practice logo
4. Click Save changes at the top right of the page 

Office locations

Office locations are used for appointments. Each appointment is associated with a location, including telehealth appointments through your Video Office. They also appear in client reminders and the Client Portal, and on superbills and claims. 

On the same page, add an office location with the steps below: 

1. Click Add a location
2. Enter the location details:
   • [Optional] Office name
   • Street
   • City
   • State
   • ZIP

3. If you’ll be billing insurance, select an Insurance Place of Service
4. Click Save

Telehealth appointments in SimplePractice use the Video Office location. To edit this location, you can click Edit under the Telehealth section of your Practice details page.

For more information, see Adding office locations.

Billing addresses

You can also add billing addresses for your practice. Click Add next to Business Billing to add an address for your SimplePractice subscription invoices. If you plan to bill through SimplePractice, click Add next to Client Billing to enter an address for your clients’ billing documents and insurance claims. 

Add your clinician details

To personalize your account, add your clinician details to your profile. This information is used in documentation and billing.

Clinician details

To add your clinician details:

1. Navigate to Settings > Profile > Clinical info
2. Next to Clinician details, click Edit

3. Enter or update the following:
   • Specialty
   • Taxonomy code
   • NPI number

Important: Enter your Individual (Type 1) NPI here. This appears on billing documents, including claims and superbills.

4. Click Save

License information

License information is used when signing documentation in SimplePractice. You can add this now or come back to it later.

To add your license information:

1. Under License and degree info, click Add license

2. Enter the following:
   • License type
   • License number
   • Expiration date
   • State
3. Click Save

Set up 2-step verification

To secure your account, we recommend setting up 2-step verification. Using an authentication app provides the highest level of security.

To set up 2-step verification:

1. Navigate to Settings > Profile > Profile and security
2. Click Set up

3. Enter your password
4. Choose how you want to receive your verification code:
   • Authentication app (recommended). For setup instructions, see Using an authentication app (recommended).
   • Text message. For setup instructions, see Using text message.
5. Follow the prompts to complete setup

Set up your services

To create appointments in SimplePractice, you’ll need at least one service. Some services may already be available in your account. Review and update these as needed to match your practice.

To add a service:

1. Navigate to Settings > Services and products > Services
2. Click Add service, then select a service code under Service
   • You can begin typing a code to narrow the list of available options

3. Enter the Rate and Default Duration of the service

Tip: If you don’t want to charge for a service, enter $0 for the rate.

4. [Optional] Select Make this the default service to have it automatically selected for new appointments
5. Click Save

To review or update a service, select it from the list and update the rate and duration as needed. You can also delete a service or uncheck their active status, so that it no longer appears as an option when you’re setting up an appointment.

For more information, see Understanding services and products and Creating and using service codes.

Confirm your plan

Your account starts on the Plus plan so you can explore a wide range of features during your trial.

You can change your plan at any time during your trial. To do this:

1. Navigate to Settings > Practice > Plan info
2. Select Change trial plan

3. Click Select trial plan under the plan you’d like to try

When you’re ready to continue with SimplePractice, choose a paid plan and add your payment information. To select a paid plan: 

1. Click Select a plan at the top right of your account

2. Click Select plan for your chosen option
3. Click Continue
4. Enter your payment information and click Confirm

To learn more, see Subscription plan and pricing FAQs.

Next steps

You’re ready to move on once:

• Your practice information and clinician details are set up
• Your account is secure (2-step verification is set up)
• At least one service is set up

To configure additional features for your practice, continue to the next part: Getting started with SimplePractice: Part 2 - Expanding your account.