Team Members and Group Practices

• Team member roles and access levels
• Adding and managing team members
• Group practice FAQs
• Adding a Supervisor to review and sign notes
• Adding team members or clients using the same email address
• Using your calendar in a group practice

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Reports

• Reports: Analytics for your private practice
• Appointment Status Report: Checking the billing and documentation status for appointments
• Coverage Reports in SimplePractice
• Tax Report FAQs
• Tax Report: What to do if there's a discrepancy with your Stripe fees
• How to access your 1099-K form

Your Data and Security

• Is SimplePractice HIPAA compliant?
• SimplePractice Community and Social Media Terms of Use
• Account Activity: Tracking changes and information access in your account
• Data export: Exporting client information
• Exporting billing documents
• Exporting private practice billing data to Quickbooks or Excel

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Login Help

• Trouble logging in to your account

Subscription Information

• Sales tax FAQs
• SimplePractice pricing and subscription FAQs
• SimplePractice subscription billing information
• Refer-a-Colleague: SimplePractice referral program
• SimplePractice subscription receipts
• Updating your credit card information

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Professional Website

• Setting up your Professional Website
• Setting a domain
• Making sure your Professional Website is compliant

Monarch

• Monarch FAQs
• Updating your Public Information settings
• How Monarch profiles are ranked
• Marketing and social media resources for Monarch

SimplePractice Learning

• SimplePractice Learning: Continuing Education Marketplace

Custom Business Documents

• How to use the SimplePractice Print Shop

Support

• Getting Phone Support assistance
• Pollen Magazine
• How can I get help from your team?
• Logging in to SimplePractice and submitting help requests
• Getting support with live chat
• Using the SimplePractice Community Forum

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