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Working with your clients


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  1. SimplePractice Support
  2. Working with your clients
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Learn how SimplePractice gives practitioners the power and flexibility to send paperless intakes, bill insurance, offer Telehealth sessions, and so much more.

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
See all 12 articles
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
See all 7 articles
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
See all 7 articles
  • FAQs
  • Meet Your Team
  • Privacy Policy
  • Terms
  • Community Terms
  • Security
  • Reviews
  • System Status

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