If you have a clinician role, you can view your own schedule, outstanding to-do items, and key insights related to your individual caseload by visiting the homepage.
Note: This feature is currently in beta. If you’d like to try it, the practice owner can send an email request to our team to have the homepage added. To learn more, see Getting support via email help request.
In this guide, we’ll cover:
- Overview of the homepage
- Using the To-do section
- Customizing your homepage
- What should I expect during the beta phase?
Overview of the homepage
To navigate to your homepage, select Home from the left navigation menu.
The homepage includes a To-do section with suggested items for you to complete. To learn more, see Using the To-do section.
You’ll also see a Schedule section that shows your appointments, events, and out of office blocks for the day. Use the arrows in the top right to change days, or click Calendar to navigate to the calendar.
Tip: If a telehealth appointment is starting soon, you can select Start video appointment from the Schedule section. You can also select Add note or Sign note if these actions are still required for an appointment.
The Snapshot section displays how many of your assigned appointments are Shows and Cancels & No shows. You can select This week or This month to change the time period.
Note: The number of shows, cancellations, and no shows also includes appointments scheduled later in the week or month.
If you have a solo practice, this section also includes the Income that’s already been collected for the week or month.
Important: You may see additional features on your homepage while it’s in beta. If you have questions, you can send an email request to our team.
Using the To-do section
The To-do section includes tabs for Documentation and Scheduling. All clinicians except for those with basic access will also see a Billing tab.
Under each tab, you’ll see related items for your attention. Select an item to navigate to its associated page. The item will automatically be removed once its associated action is completed.
You can click the three dots next to an item to manually delete it, or select multiple items to manually delete them all at once.
Group practices using the To-do section
If you’re part of a group practice, the types of to-do items you’ll see for a client may depend on whether you’re that client’s primary clinician.
You must be the client’s primary clinician to see to-do items related to a client’s:
- Treatment plan, under the Documentation tab
- Outstanding client balance, under the Billing tab
- Claims, under the Billing tab
All other to-do items for a client will appear if you’re assigned to an appointment with the client.
Customizing your homepage
You can customize how your homepage appears by selecting the gear icon.
Note: Customizing your homepage won’t affect how it appears for other clinicians in your practice.
When you select the gear icon, you can:
- Toggle Privacy to hide client names on your homepage
- Select Customize homepage settings to toggle which specific to-do tabs and items you want included in your homepage
In your homepage settings, you can also toggle Make Home your landing page. This will make the homepage the first page you see when you log into SimplePractice.
You can toggle this setting off at any time. This will make the calendar your landing page.
Note: You may also see a banner at the top of your homepage to make it your landing page.
What should I expect during the beta phase?
If you have the homepage enabled during the beta phase, you may notice:
- New features becoming available over time
- Changes to the design and functionality based on customer feedback
- Occasional bugs or unfinished experiences as we continue to improve the feature
You may also have access to certain homepage features that other customers don’t. This is expected during the beta phase.
If you’d like to provide feedback about the homepage, or are interested in having this feature enabled, send an email request to our team. We regularly review feedback from beta participants as we continue improving the feature before it becomes available to all practices.