Account & settings

Setting up your browser

• How SimplePractice uses tracking technologies
• Minimum requirements for using SimplePractice
• Preparing your operating system and browser for SimplePractice
• Allowing JavaScript and cookies in your browser
• Improving your internet connection for SimplePractice
• Clearing your browser cache

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Accessing your account

• Using a passkey to sign in
• Troubleshooting login issues in SimplePractice
• Protecting your account with two-factor authentication (2FA)
• Troubleshooting two-factor authentication
• Using SimplePractice from Canada

Customizing your account settings

• Setting your target caseload
• Navigating your account settings
• Receiving the Daily Agenda and Evening Summary emails from SimplePractice
• Adding office locations
• Managing time zone settings
• Navigating your Operations settings

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Managing your subscription

• Insurance Essentials
• What’s changing with insurance pricing?
• Managing your plan and subscription billing
• Comparing SimplePractice features by plan
• Subscription plan and pricing FAQs
• Referring colleagues to SimplePractice

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Tasks and notifications

• Using practice notifications
• Managing tasks through the Tasks tab

Security and compliance

• Staying HIPAA compliant with SimplePractice
• PHP2Shell: SimplePractice security update
• Tracking changes and viewing account activity
• SimplePractice BAA, Terms of Service, and Trust & Security information

Mobile app

• Android
• iPhone & iPad (iOS)
• Using Tap to Pay for client payments