Solo Practice Best Practices

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Running your practice by yourself doesn’t have to feel lonely. Join your colleagues to discuss best practices for solo practitioners here!

All Planned Not planned Completed Answered No status Newest post Recent activity Votes Comments
Great Way to Track Incoming Calls Featured
  • Amanda Petrik-Gardner
32 votes 33 comments
Group Therapy
  • Jennifer Whitlock
7 votes 17 comments
allocation
  • Raney-Mills Turner, LPC, ATR
3 votes 13 comments
Coordinating reports/billing with Headway
  • Catherine Quiring
1 vote 12 comments
How do I resend Intake paperwork after the first time.
  • Linda F. Young LCSW
0 votes 7 comments
Reviewing Treatment Plans
  • Christopher Thompson
2 votes 7 comments
Tax ID number
  • Dr. Bearlyn Ash
1 vote 6 comments
How to write off a balance
  • Christina Hernandez
1 vote 6 comments
Charging Processing fee
  • Emily Madris
0 votes 5 comments
How to invoice Pro Bono and Lower Cost Services for Clients
  • Sue Elderbroom
3 votes 5 comments
Calendar name view
  • Brittany Johansen
1 vote 4 comments
Entering "Paper Intakes"
  • Slade Thackeray
0 votes 4 comments
Records from 2021
  • Jane Floyd PsyD
0 votes 4 comments
verification of benefits and eligibility software needed
  • Marvin Williams
0 votes 4 comments
Tax Season Options
  • Bonnie Brindle
1 vote 4 comments
Is there a way to send reminders to clients who have documents they haven't completed?
  • Elsa Rojas-Ashe
0 votes 3 comments
why can't I get the phone number to talk to a person. SO FRUSTRATING!!!
  • Celia Grand
0 votes 3 comments
splitting payment with another clinican who doesn't use SP
  • Janet Heilbronn
0 votes 3 comments
What happens when I email an invoice to a client contact (responsible for billing)? Will the contact have access to the client's portal (appointments, intake docs, etc)?
  • Megan Kelly, MA, LMHC
2 votes 3 comments
Feature Request - ability for therapist to sign consent forms
  • Emily Rich
0 votes 3 comments
Adding payment that doesn't match invoice
  • Nadine Watters
0 votes 3 comments
Group Practice to Solo
  • Jill Berling
2 votes 3 comments
Data Export of client clinical records
  • William Bruce
0 votes 3 comments
Statement Descriptor
  • Sheyla Riaz
0 votes 3 comments
Billing -- one "client' is responsible for another 'client's' bills
  • Inga Blom
0 votes 3 comments
Free Consultation
  • Dr. Karen L. Knox
-1 votes 3 comments
"letter policy"
  • Julie Jeffery
0 votes 3 comments
Genograms
  • Sophia Coudenhove
1 vote 3 comments
Can we link Availity to Simple Practice? I can't tell from the other posts on this. Thanks!
  • Kimberley A. Lewis
0 votes 2 comments
Practicing across state lines
  • Melissa Johnson
0 votes 2 comments

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