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Managing your practice


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  1. SimplePractice Support
  2. Managing your practice
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Learn how to manage every aspect of your practice through SimplePractice - your subscription, Professional Website, Account Activity, and much more.

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
See all 8 articles
Reports
  • Navigating the Income allocation report
  • Navigating the Appointment status report
  • Understanding your insurance reports
  • Understanding your billing reports
  • Understanding your clients and appointments reports
  • Understanding your income reports
See all 10 articles
Your Data and Security
  • Being HIPAA compliant with SimplePractice
  • Understanding the impact of the Change Healthcare breach
  • SimplePractice research studies
  • Receiving an Adapter Error
  • Important information about SimplePractice’s new terms and policies update
  • Managing your profile and 2-step verification
See all 16 articles
Login Help
  • Trouble logging in to your account
Subscription Information
  • Understanding repackaged subscription offers
  • AMA fee FAQs
  • Canceling your account
  • Preparing your SimplePractice account for a leave of absence
  • Sales tax FAQs
  • SimplePractice pricing and subscription FAQs
See all 8 articles
Professional Website
  • Custom domain FAQs
  • Setting up your Professional Website
  • Setting a domain
  • Making sure your Professional Website is compliant
Monarch
  • Monarch FAQs
  • Updating your Public Information settings
  • Improving your Monarch profile ranking
  • License verification for Monarch
  • Best practices for your Monarch profile
SimplePractice Learning
  • Closing SimplePractice Learning FAQs
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
  • Sharing a secure URL with your help request
See all 8 articles
Marketing your Practice
  • Managing SEO for your Professional Website and Monarch profile
  • Resources for marketing your practice
  • FAQs
  • Meet Your Team
  • Privacy Policy
  • Terms
  • Cookie Preferences
  • Community Terms
  • Security
  • Reviews
  • System Status

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