duplicate client accounts

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Kimberly Morris

• March 02, 2021 18:58

I have a client that has duplicate accounts. The main problem is that one account has taken a client card payment through stripe and the other account has client's first intake appointment with diagnosis that has been billed to insurance, so I cannot simply "copy information into one and delete the other."  How do I remedy this problem?

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  Ayelette

  • March 28, 2021 22:42

  Hi Kimberly,

  We'd be happy to help with this. Because this is specific to your account, I’ve created a help request on your behalf so that a member of our Success team can review your account and provide detailed guidance. They’ll be reaching out to you with more information over email.

  For future reference, the quickest way to get support for account-specific questions is to send us a help request by clicking the blue question mark > Get Help option on the lower right of your SimplePractice account. For more details, feel free to check out this Help Center guide: Logging in to SimplePractice and submitting help requests.

  Although we're periodically monitoring the Community Forum, this is also a place for customers to exchange ideas and engage with one another on how to best use our platform. We appreciate you acting as resources for each other in the meantime.

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