SimplePractice General Q&A

Introduce yourself! Pinned Featured

• Gillian
• June 05, 2018 22:20

2 votes 63 comments

Income by client to track GFEs?

• Saul Rosenthal
• September 30, 2023 15:01

0 votes 0 comments

Change Business Type

• Amy Ganser
• September 29, 2023 21:18

0 votes 0 comments

Default Serivce Edit

• Bailey Van Liew
• September 29, 2023 15:19

0 votes 0 comments

Cannot re-send intake forms

• Denise Verchimak
• September 29, 2023 11:05

0 votes 1 comment

Identify the date a client was enrolled

• Darlene Hanson
• September 29, 2023 02:32

0 votes 0 comments

Credit Cards

• ADRIENNE R. PETTY, LPC
• September 29, 2023 00:13

0 votes 1 comment

Past Due Invoices automated email reminders

• Suzanne Kocet
• September 28, 2023 20:53

0 votes 0 comments

Portal - Do you Create New Client if Returning or add to old Account ?

• Lily Jaser
• September 28, 2023 19:32

0 votes 2 comments

Billing

• Sandra Seby
• September 28, 2023 00:13

0 votes 0 comments

No payout reports

• Rev. Dr. Robert L. Schenck
• September 27, 2023 21:48

0 votes 0 comments

Purchase Continuing Ed and get Bad Request 400

• Jo Ellen S. Fletcher, M.A., LMFT
• September 27, 2023 17:43

0 votes 0 comments

Suggestions for tracking Meds

• Amber Young
• September 27, 2023 17:26

0 votes 0 comments

Can "products" be auto-added to autogenerated invoices? Or can self-pay credit card feature be disabled?

• Stephanie Heck
• September 27, 2023 15:29

0 votes 0 comments

Best solution for working with two different time zones

• Kathleen (Katie) Shearman
• September 27, 2023 15:10

0 votes 0 comments

Charged incorrect co-pay amount

• Lindsay Maxwell
• September 26, 2023 19:44

0 votes 1 comment

Disable 📒 WAITLIST option

• Fayanna Johnson, MSW, LCSW
• September 26, 2023 19:17

0 votes 0 comments

Copay collect but not needed

• Ezeoke Freeman
• September 26, 2023 18:27

0 votes 0 comments

Duplicate clients

• Denise S. Heberlein
• September 26, 2023 13:14

0 votes 0 comments

Stripe tax Forms

• Jessica Etcheberry
• September 25, 2023 23:33

0 votes 0 comments

Family Therapy Documentation

• Margot Kahn
• September 25, 2023 18:42

0 votes 0 comments

how to document a patient refund by check in the patient billing section

• Emily Bullock
• September 25, 2023 15:47

0 votes 1 comment

Transferring money paid for a non-existent spouse appointment to the couple appointment

• Debiruth Stanford
• September 25, 2023 04:16

0 votes 0 comments

Client Portal Cancellation Emails

• Brienne (Brie) Pierquet
• September 23, 2023 17:31

0 votes 0 comments

Need to schedule my onboarding call please

• Nancy Dickinson
• September 23, 2023 12:53

0 votes 0 comments

Trying to set up EDI for Blue Shield Promise. They ask address, email for Simple Practice

• Dr. Rita de Cassia Silva, Ph.D., LCSW
• September 22, 2023 23:00

0 votes 0 comments

Unable to hear clients

• Sara Mitchell
• September 22, 2023 21:27

0 votes 0 comments

Reversing credit, properly billing

• A. Todd Sarner
• September 22, 2023 17:36

0 votes 0 comments

How are partial refunds removed from invoices?

• Jason Martin
• September 22, 2023 17:21

0 votes 0 comments

Client cannot see me on video but I can see them

• Samantha Koder
• September 22, 2023 15:43

0 votes 0 comments