ePrescribe

• Adding ePrescribe to your SimplePractice account
• Completing registration for ePrescribe (non-controlled substances)
• Completing EPCS registration for ePrescribe
• Managing a client’s medications with ePrescribe

Calendar and Scheduling

• Managing calendar sync for Microsoft 365 Outlook Calendar
• Managing calendar sync for Google Calendar
• Managing calendar sync for Apple Calendar
• Navigating the Inquiries page
• Getting started with calendar sync
• Updates to the left navigation menu

Clients

• Managing the integrated contact form
• Enhanced Client Management for group appointments
• Creating client announcements
• Adding a new client and navigating your Clients and contacts list
• Navigating the client Overview page
• Editing a client's information

Telehealth

• Using Telehealth features
• Telehealth FAQs
• Troubleshooting Telehealth appointment issues

Client Portal

• Setting up the Client Portal
• Assisting clients with signing in to the Client Portal
• The SimplePractice Client Portal mobile app
• Troubleshooting the Client Portal for an individual client

Appointment Reminders

• Setting up appointment and time of scheduling reminders
• Explaining client email and reminder macros

Documentation and Paperless Intakes

• Managing the client Files Overview page

• Paperless Intakes
• Documentation

Self-Pay Billing

• Billing Documents
• Online Payments
• Billing Workflows

Insurance Billing

• North Carolina Health Information Exchange (HIE) FAQs

• Enrollments
• Claims
• Insurance Payments and Payment Reports

Guides for Clients

• Getting started guides for your clients
• Getting started guides for clients: How to log in to the Client Portal
• Telehealth FAQs for clients
• Getting started guides for clients: How to request appointments
• Getting started guides for clients: How to confirm and cancel appointments
• Getting started guides for clients: How to use Secure Messaging