Calendar and Scheduling

• Updates to the left navigation menu
• Managing the client waitlist
• Managing your Availability FAQs
• Managing your Availability
• Navigating your calendar
• Adding and managing appointments

Clients

• Adding a new client and navigating your Clients and contacts list
• Navigating the client Overview page
• Editing a client's information
• Managing client and insurance billing
• Enhanced Client Management for minors
• Enhanced Client Management for couples

Telehealth

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

Client Portal

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

Appointment Reminders

• Explaining client email and reminder macros
• How to set up appointment and time of scheduling reminders

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