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30 day trial user here

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3 comments

  • Gillian

    Hi Lisa, I'd be happy to help. Thanks for trying SimplePractice for your practice. 

    Passwordless Login is a more secure way for clients to access the Portal than a username and password. Previously, when the Portal used the email address and a password, there were two ways for someone to gain unauthorized access to the Portal - someone could obtain the client's password to the Portal, or they could (with access to the client's email) request a password reset. By eliminating passwords, we've also eliminated the possibility that a third party could obtain a client's Portal password. Now, the only way that a third party can gain access to a client's Portal is if they also have access to the client's email. 

    However, if you find that your client's risk profile is too high for them to use the Portal due to a shared or monitored email account, you may consider helping them create a new, private email address to use for the Portal. 

    Per your second question, clients cannot change/update their information in the Portal at any time. However, on your end, you can make any needed adjustments, or you can resend the Demographics Form, which will allow the client to update their notification preferences, demographics information, insurance information, and so on. Additionally, clients can unsubscribe from text or email reminders at any time without any action required from you. 

    Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help.

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  • Lisa Cameron

    Thanks Gillian - appreciate the answers. My next answer is about payment: today marks day 7 of my first payment that I should receive today. In watching numerous videos about setting up to receive payment, I have yet to be paid for my first client from last week. In fact, I don't even have a 'pay schedule' option on one of my pages. Are you able to tell me when I should receive my first payment? 

    Thank you - 

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  • Gillian

    Hi Lisa, happy to help. You can find your Payout information under Reports > Payouts. It typically takes about 5-7 business days for you to receive your first payout from SimplePractice.

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