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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 12 articles
Reports
  • Understanding your Analytics dashboard and reports
  • Coverage Reports in SimplePractice
  • Appointment Status Report: Checking the billing and documentation status for appointments
  • Tax Report FAQs
  • How to access your 1099-K form
  • Understanding email statuses
Your Data and Security
  • Being HIPAA compliant with SimplePractice
  • SimplePractice Community and Social Media Terms of Use
  • Account Activity: Tracking changes and information access in your account
  • Data export: Exporting client information
  • Can I send a mass email to all of my clients through SimplePractice?
  • SimplePractice BAA, Terms of Service, and Trust & Security information
See all 12 articles
Login Help
  • Trouble logging in to your account
Subscription Information
  • Canceling your account
  • Preparing your SimplePractice account for a leave of absence
  • What happens when I select a new subscription plan?
  • Sales tax FAQs
  • SimplePractice pricing and subscription FAQs
  • SimplePractice subscription billing information
See all 7 articles
SimplePractice Enterprise
  • SimplePractice Enterprise
  • Managing your Availability for in-network client referrals
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
  • License verification for Monarch
  • Best practices for your Monarch profile
  • How Monarch profiles are ranked
SimplePractice Learning
  • Getting Started with SimplePractice Learning
  • SimplePractice Learning FAQs
Support
  • Stripe Capital FAQs
  • 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
See all 10 articles
Marketing your Practice
  • Resources for marketing your practice
  • Marketing and social media resources for Monarch
  • FAQs
  • Meet Your Team
  • Privacy Policy
  • Terms
  • Community Terms
  • Security
  • Reviews
  • System Status

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