How to add team members that already have Simple Practice accounts?

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AHHA Consulting

• September 19, 2021 15:47

I am attempting to add team members to my account, but a couple of them apparently already have Simple Practice accounts.  How can I also add them to my team without getting the error message?

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  Sara

  • September 20, 2021 19:45

  Hi there,

  SimplePractice requires that each user has a unique email address for their account. This means that if a new team member is already using SimplePractice with another group practice, they'll need a unique email address to be added to your team. Either the team member can use a completely different email or an email modifier. Here is a helpful Help Center guide on how to use an email modifier: Adding team members or clients using the same email address.

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  Deb Litman

  • September 28, 2021 17:44

  Adding on to this question, how do I export the data/clients from a person who has had a solo practice account to a group practice account?

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  Sara

  • October 07, 2021 18:09

  Hi Deb,

  A clinician can export their data by going to Settings > Data Export. If you would then like for them to upload that information into their group account, you can contact our Customer Success team to assist with the switching process.

  Here are some helpful Help Center guides on this process:

  • Data export: Exporting client information
  • Switching to SimplePractice

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