Getting Started

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S. Abigail McCarrel

• August 29, 2018 17:47

I am about to start using Simple Practice with my first client. I was wondering if anyone has created a Check List for getting started. There seem to be so many things to learn and remember. I just don't want to forget to turn something on and I want to remember to ask my client about all of their preferences.

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  Dawn K. Nelson

  • August 29, 2018 18:13

  The only thing I ever struggle with remembering is to activate the reminder email/text service because it's on a different page.  Everything else seems to be just fill in the blank.

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  Maria I. Vera

  • October 23, 2021 18:19

  I agree with Abigail, I also need a checklist to get started.  If I do not get help, I will go to consider another program that has live support.  I cannot stop my tele health visits to take time off to learn a new electronic record. Maria Vera

   

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