33 hours ago Go to Settings > My Practice > Locations; Click Turn off in the Telehealth section; Note: Telehealth is included at no additional cost on the Essential and Plus plans. If you’re on the Essential or Plus plan, you can manage this feature from Settings > My Practice > Locations. >> Go To The Portal
Go to Settings > My Practice > Locations; Click Turn off in the Telehealth section; Note: Telehealth is included at no additional cost on the Essential and Plus plans. If you’re on the Essential or Plus plan, you can manage this feature from Settings > My Practice > Locations.
Disabling the Client Portal for individual clients. You can disable Client Portal access at any time. To do this: Navigate to the client's Overview page; Click Edit > Client Portal tab; Click Disable Access; If you want to re-enable the Client Portal or enable it for a client for the first time, click Send Email in the Client Portal tab.
Yes, there is! Every SimplePractice account comes with a free, HIPAA-compliant Client Portal. This is where your clients view upcoming appointments, request new appointments, complete paperwork, pay their bills, and message you securely. Read all FAQs.
Simple claim filing. Mobile. On-the-go access. Security. Fully HIPAA-compliant. Support. World-class team. ... Integrate video calls into your practice, so you can join with just a click of a button. No extra logins or hassle. Learn more. ... “I go into the office one day a week, and a couple other days a week, I see clients from home. ...
Navigate to Settings > Client Portal and scroll to the Document Upload section. Check the box next to Allow clients to upload documents. Click Save Settings. Once Document Upload is enabled, your clients will have a new section in the Documents tab of their Client Portal, where they can upload documents.
Your Domain (Client Portal URL) is the link you and your clients can use to access the Client Portal. Before you begin using the Client Portal, you'll want to set it up correctly. Navigate to Settings > Domains. Under Default Domain, you'll see your link.
You can select which items you’d like to include on your Demographic form and whether you want to include a Credit Card Information form by navigating to Settings > Client Portal > Shared Documents and Files tab. From there, scroll down to the Demographic & Credit Card Forms section.
Choose which services are bookable online, accept or decline appointments, and send free automated reminders.
Choose from hundreds of templates for progress notes, SOAP notes, assessments, intake forms, and more.
Store credit cards for easy billing, allow clients to make secure payments, and file insurance claims with ease.
Make it easy for your clients to contact you and access important information about their care.
Get quick, individualized responses with clear instructions, useful links, and screenshots.
Chat with a team member Monday to Friday, 6AM to 7PM PT—excluding holidays and company-wide meeting times.
Attend daily classes and Q&A sessions led by product experts to get your questions answered and the information you need.
Access our online Help Center curated with hundreds of guides, troubleshooting tips, and video tutorials.
Schedule an interactive session with screen-share capabilities led by a product or insurance specialist.
Reserve a convenient time for you to discuss your more complex needs with a specialist.
Work with our dedicated Switching Team to seamlessly migrate your client data into your SimplePractice account.
Secure Messaging brings safe, secure, and HIPAA compliant communication to SimplePractice. Secure Messaging makes it easy to communicate with your clients and team members all in one place.
To message your clients, you must first enable Secure Messaging on both the practice level and the individual client level.
You can easily communicate with your clients once Secure Messaging is enabled for them on either a desktop computer or your mobile device's default browser. Messages sent to clients will trigger an email containing a quick Client Portal login link that will enable the client to bypass the login process for 24 hours.
If you need to disable Secure Messaging for a client for any reason, navigate to the client's Overview page and click Edit. Go to their Client Portal tab, and uncheck the box next to Use Secure Messaging:
If you accidentally send PHI to the wrong client, follow these steps to help minimize the chance that your client saw the message:
Secure Messaging works the same way for your team as it does with clients, but the potential uses depend on each of your team members' role:
You have the ability to send and receive Secure Messages from your SimplePractice app on iOS or Android.
For Telehealth appointments, the reminder messages don’t include an address. A Telehealth reminder message will say that the appointment will be held via Telehealth and instruct clients to use a link to join virtually. See the Telehealth reminders section above for more details.
You also have the ability to give clients the option to confirm and/or cancel appointments through text reminders. This allows your clients to communicate with you more regularly and promptly about their upcoming appointments, and can help you reduce no-shows.
Here's how to set up client reminders: Navigate to Settings > Client Reminders. Click the tab for the reminder type you want to enable: Email, Text, or Voice. Click the toggle button to enable the reminder type. Select the number of hours before the appointment start time that you want to send reminders.
Here's how to set up client reminders: Note: You can enable all three types of reminders in your settings, but clients cannot receive all three types of reminders. Clients can receive voice or text reminders, and email reminders. They cannot receive both voice and text reminders.
Use the Configuration tab of the Patient Portal Configuration tool to change or update what your patient portal users will see.
Your practice can control which growth charts are shown in the patient portal by checking the box within the Portal Display column in the Growth Chart Configuration tool.
The Patient Portal Users component is added by default to the Patient Check-In protocol and to the Demographics section of the patient’s chart.
When your practice sends or receives a patient portal message, you work with a Portal Message protocol that includes the message information.
PCC EHR includes three optional patient portal message templates that you can use as-is, or customize to work better for your office. You can also create your own messaging templates.