Managing your practice

Team Members and Group Practices

• Group practice FAQs
• How do Team Member roles work?
• Team members: clinician access levels
• Team members: schedulers, billers, and supervisors
• Adding and removing Team Members
• Adding a clinician, scheduler, biller or supervisor

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Reports

• Reports: Analytics for your private practice
• Appointment Status Report: Checking the billing and documentation status for appointments
• Creating a coverage report
• Coverage report error messages
• Tax Report FAQs
• Tax Report: What to do if there's a discrepancy with your Stripe fees

Your Data and Security

• ★ Is SimplePractice HIPAA compliant?
• 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
• Can I send a mass email to all of my clients through SimplePractice?

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Login Help

• Trouble logging in to your account

Subscription Information

• SimplePractice pricing and subscription FAQs
• SimplePractice Subscription Billing Information
• Refer-a-Colleague: SimplePractice referral program
• SimplePractice subscription receipts
• Updating your credit card information
• Does SimplePractice have any discounts or current promotions?

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Professional Website

• ★ Professional Website

SimplePractice Learning

• SimplePractice Learning: Continuing Education Marketplace

Custom Business Documents

• How to use the SimplePractice Print Shop

Support

• 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
• Sharing a secure URL with your help request
• Customer feedback: How a customer idea can become a feature in SimplePractice

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