Clients
Learn how to add, edit, and manage client information, including for minors and couples, all while maintaining HIPAA compliance in SimplePractice.
- Adding a new client and navigating your Clients & Contacts list
- Editing a client's information
- Managing your client profiles through Enhanced Client Management
- Enhanced Client Management for Minors
- Enhanced Client Management for Couples
- Setting up insurance billing for your clients
- Storing client documents
- Updating a client's insurance in their settings
- Troubleshooting undelivered client emails