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
Reports
- Managing client and insurance billing
- 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
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 private practice billing data to Quickbooks or Excel
- Can I send a mass email to all of my clients through SimplePractice?
Login Help
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
Professional Website
Monarch
SimplePractice Learning
Custom Business Documents
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