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The SimplePractice Client Portal mobile app

The SimplePractice Client Portal mobile app

The new SimplePractice Client Portal mobile app lets clients and contacts access their secure online portal while on the go. From the app, they can view and request appointments, make payments, send Secure Messages, and complete intake paperwork.

In this guide, we’ll provide an overview of the app, including:

Note: If you’re just getting started with the Client Portal, please see our guide to Setting up the Client Portal.


Minimum requirements for the client app

The SimplePractice Client Portal app requires an iPhone with iOS 13.0 or later. The app is not compatible with iPads. While our team is actively working to develop an Android app, we don’t have an ETA for this.

Note: Clients and contacts can access the web version of the Client Portal on the mobile browser of their iPad or Android device.


Downloading the client app

The SimplePractice Client Portal mobile app is available for clients and contacts to download on the App Store. To download the app:

  • Open the App Store on their iPhone
  • Search for “SimplePractice Client Portal”
  • Tap Get

They can also tap the Download on the App Store badge in the footer of the automated Client Portal emails they receive:

downloadontheappstorelink.simplepractice.clientportalemail.png

Note: This update to Client Portal emails is being rolled out in phases. You’ll be notified when the Download on the App Store badge has been added to your practice’s automated Client Portal emails.


Login process

Note: In order to use the app, Clients and contacts must have Client Portal access enabled. To learn more, see Inviting clients to the Client Portal.

After downloading the app, clients and contacts can request a sign-in link, in a process similar to Instant Sign In on the web version of the Client Portal. To do this, they can:

  • Open the SimplePractice Client Portal mobile app
  • Enter the email address that’s associated with their Client Portal access
    • This is the email address you have listed under Client Portal Access on their Overview page > Edit > Client Portal tab
  • Tap Send link

sendlink.simplepractice.clientapp.png

  • Select Go to email and check their email for a one-time sign-in link
  • From the email, tap Sign In

signin.simplepractice.clientapp.png

    • Tip: If clients don’t see this email in their inbox, they can search for an email from  yourprovider@simplepractice.com in their Spam, Bulk Mail, and/or Updates folders

Once they've signed in, clients can enable Face ID, Touch ID, or a four-digit passcode for an easier, secure login experience.

Note: When clients and contacts sign in to the app for the first time, they'll be prompted to accept an End User License Agreement. If they’ve already acknowledged this agreement on the web version of the Client Portal, they won’t need to accept it again.


App security

Clients and contacts can expect the same level of security on the mobile app as on the web version of the Client Portal. They can also use their iPhone's built-in security features to securely and conveniently access the app. To enable a passcode, Face ID, or Touch ID, they can:

  • Tap the three stacked lines in the top left

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  • Select App security

From here, clients can set a passcode and turn on Face ID or Touch ID.

Note: Clients will only see the option to enable Face ID/Touch ID if this feature is already set up on their iPhone. For guidance on this process, they can refer to Apple’s guides on Using Face ID and Using Touch ID.

To fully log out of the app, clients can tap the three stacked lines and select Sign out. Because we don’t store app preferences, signing out of the app will reset their security and notification settings.


Push notifications

Clients can opt to receive push notifications when you send them a new message, invoice, or document. When they log in to the app, they’ll be asked to allow notifications:

allownotifications.simplepractice.clientportalapp.png

To change the types of notifications they receive or turn notifications off altogether, clients can:

  • Tap the three stacked lines in the upper left
  • Select Notification settings
  • Choose which notifications they’d like to receive

notificationsettings.simplepractice.clientportalapp.png

New message

Clients will be notified when they receive a new Secure Message. If the message remains unread, they'll also receive an email notification 10-20 minutes later.

New invoice

Clients will receive push notifications when new invoices are manually or automatically emailed, not when they’re created. To learn how to manually email an invoice or how to automate this process, see How to share billing documents with clients.

Note: You can adjust a client’s Email Billing Notification settings from their Overview page > Edit > Billing and Insurance tab.

New document

Clients will be notified when a new document is shared with them. See Sending intake forms and documents to clients to learn more.


Note: Clients and contacts will only have access to the features you’ve enabled on a practice-wide and individual level. For more information on enabling and disabling Client Portal features, see Setting up the Client Portal.

Clients and contacts can manage appointments, view and pay invoices, view pending documents, and communicate with you via Secure Message from the app's dashboard.

Appointments

In the Appointments section, clients can see details of their upcoming appointments. If you have online appointment requests enabled, they’ll be able to request new appointments.

Clients can also start a Telehealth appointment directly from the app. To do this, they can:

  • Select the appointment

appointment.simplepractice.clientportalapp.png

  • Tap Join Appointment

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  • Enter their name
  • Tap Join Appointment Now

joinappointmentnow.simplepractice.clientportalapp.png

Billing

Here, clients can view invoices and make payments, if Online Payments are enabled.

Documents

Under Documents, clients will see a list of their pending documents. To complete a document, they can:

  • Select the document
    • The document will open in a new tab on their iPhone's mobile browser
  • Follow the prompts to complete and submit each form

While clients can’t upload files directly into the app, they can do so on their mobile browser:

  • In the Documents section, tap View all

viewalldocuments.simplepractice.clientportalapp.png

  • Under My Uploads, select Upload Files

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  • Select an item from their Photo Library, take a photo or video, or choose a file

Note: To learn how to enable document uploads for the Client Portal, see Allowing clients to upload documents to the Client Portal.

Secure Messages

Clients and contacts can also send and receive Secure Messages in the app. They can tap the chat bubble icon in the top right to access Secure Messaging:

chatbubble.simplepractice.clientportalapp.png


Accessing the SimplePractice Client Help Center

As part of our continued efforts to streamline your clients’ care experience, we’ve created a new SimplePractice Client Help Center. Here, clients can find resources that will help them get started with the Client Portal, Telehealth, and the mobile app.

To access the SimplePractice Client Help Center, they can:

  • Tap the three stacked lines in the top left
  • Select Help center

Still have questions?

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