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I am generally frustrated with the help center's advice because it seems to be operating off a different version of Simple Practice's platform. When I ask how to do something, I am often given step by step instructions, while clear, are not accurate. There seems to be one general them here and that is to "Go to the Overview" page. I do not have an overview page.

When I log in, I am brought to my calendar. The tool bar on the left of choices is similar but it does not have, for example, a section prior to "edit details" before billing and services.

Please please please update your help center answers, or better yet, tell me why I don't see what you see and tell me how I can! I am open to the idea that it might be my oversight. I just at this point can't see how.

Thanks!

Ruth

October 19, 2020 22:09

Hi Lauren, I think you're referring to two different parts of the platform. The "Edit," or "Edit Details" link is located on a client's file. Within the client's file there is the Overview page and the Billing page, which is different from the Settings > Billing & Services tab to the Left of your Calendar homepage, or the Billings tab to the left. Here are the screenshots of these places from my test account:

If you're in your client's file and want to see the Overview section, or click Edit to make changes for your client's settings specifically:

Once you click Edit, you can click Billing and Insurance to make billing changes for your client specifically:

If you hit Settings from your Calendar homepage, then want to make changes to your entire account, hit Billing & Services from here:

Let me know if you're still unable to locate the Billing section you're looking for.

NO OVERVIEW SECTION

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