SimplePractice will be offline for scheduled maintenance between 11:30pm PT April 16 and 12:30am PT April 17. We appreciate your patience.

Skip to main content
SimplePractice Support Help Center home page
Classes Security & Compliance Pollen Magazine Sign Up
Sign in Sign Up

Working with your clients


{[{ category.name }]}
  1. SimplePractice Support
  2. Working with your clients
  • {[{section.name}]}
Calendar and Scheduling
  • Managing your Availability
  • Navigating your calendar
  • Setting up your practice's cancellation policy
  • Adding and managing appointments
  • Creating group and family appointments
  • How to change an appointment status
See all 9 articles
Clients
  • Adding a new client and navigating your Clients & Contacts list
  • Editing a client's information
  • Managing your client profiles through Enhanced Client Management
  • Enhanced Client Management for Minors
  • Enhanced Client Management for Couples
  • Setting up insurance billing for your clients
See all 9 articles
Telehealth
  • Telehealth FAQs
  • Troubleshooting Telehealth appointment issues
Client Portal
  • What is the Client Portal?
  • Setting up the Client Portal
  • Assisting clients with Instant Sign In for the Client Portal
  • How to individually update and troubleshoot the Client Portal for a client
Appointment Reminders
  • How to set up appointment and time of scheduling reminders
  • Making sense of client reminder statuses
Documentation and Paperless Intakes
  • Paperless Intakes
  • Documentation
Self-Pay Billing
  • Billing Documents
  • Online Payments
  • Billing Workflows
Insurance Billing
  • Enrollments
  • Claims
  • Insurance Payments and Payment Reports
Guides for Clients
  • Getting started guides for your clients
  • Resources for marketing your practice
  • 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
See all 8 articles
  • FAQs
  • Meet Your Team
  • Privacy Policy
  • Terms
  • Community Terms
  • Security
  • Reviews
  • System Status

Simple Practice

Copyright © SimplePractice, LLC. All rights reserved.

Stay Connected

  • Facebook
  • Instagram
  • Twitter