how to disable video office on simple practice patient portal

by Mrs. Prudence McGlynn 9 min read

Setting up the Client Portal - SimplePractice Support

9 hours ago Apr 12, 2022 · Alternatively, you can allow a client the ability to Secure Message by navigating to the client's Overview page and clicking Edit. From there, you can click the Client Portal tab, and check the box next to Use secure messaging. Click Save Features to … >> Go To The Portal


How can I make my practice more accessible?

Apr 12, 2022 · Alternatively, you can allow a client the ability to Secure Message by navigating to the client's Overview page and clicking Edit. From there, you can click the Client Portal tab, and check the box next to Use secure messaging. Click Save Features to …

How do I navigate my practice's client portal?

Group practice FAQs. Adding a Supervisor to review and sign notes. Adding team members or clients using the same email address. Using your calendar in a group practice. Reports: Analytics for your private practice. Appointment Status Report: Checking the billing and documentation status for appointments. Coverage Reports in SimplePractice.

What is the simplepractice client portal?

May 26, 2020 · Use the Configuration tab of the Patient Portal Configuration tool to change or update what your patient portal users will see. Use the checkboxes to determine what will appear in My Kid’s Chart for all users. Configuration changes are practice-wide, for all patients and all locations. (Note that specific orders can also be hidden on a case ...

What happens if a clinician deletes a document from the portal?

Getting started guides for your clients. Download the following PDF guides in English or Spanish to share with your clients. These guides provide instructions on how to log into and use the Client Portal and how to get started with Telehealth. You can find the PDF guides in English and Spanish, broken up into sections, by following these links:

Does SimplePractice have video conferencing?

Telehealth by SimplePractice is the technology service we will use to conduct telehealth videoconferencing appointments. It is simple to use and there are no passwords required to log in.

How do I turn off monarch in SimplePractice?

You can enable or disable the Monarch Directory from your SimplePractice account. To do this: Navigate to Settings > Client Referrals. Click the toggle to switch it On or Off.

Can clients see your notes in SimplePractice?

Any team member with access to the client's profile will be able to view, edit, and/or delete notes. This means that your Schedulers and/or Billers will also be able to view this note, or leave their own without having access to the client's full clinical record.

Is SimplePractice video Hipaa compliant?

Is SimplePractice HIPAA-compliant? SimplePractice is HIPAA compliant and HITRUST certified. The HITRUST framework is the gold standard of security certifications in the healthcare industry. You can learn more about all the ways we keep customer and client data safe.

How do I cancel SimplePractice?

To cancel your account:Navigate to Settings > Subscription Information.Click Cancel my account.

How do I cancel my SimplePractice account?

If you need to cancel your account, you can follow these steps:First, export your data to keep your records after leaving SimplePractice. Make sure you have your data export saved and accessible before you cancel your SimplePractice account.Navigate to Settings > Subscription Information and click Cancel my account.

Can clients see progress notes?

Progress notes are part of the client's official medical record. You are simply the custodian of this record. They must be readable to others, since clients and their insurance plans have the right to inspect these notes, or even ask for a copy.

Can you dictate notes in SimplePractice?

Can I dictate notes into the mobile app? The SimplePractice mobile app does not have an integration with the iOS or Android dictation feature. We do not recommend that our customers use any software that processes HIPAA-sensitive information without signing a BAA with the software company first.

Are psychotherapy notes protected?

Psychotherapy notes receive special protection under the HIPAA Privacy Rule (“Privacy Rule”). It is important for practices with behavioral health providers to ensure their staff understands the special protections provided to psychotherapy notes.

Does SimplePractice use zoom?

Using Zoom for video calls and screen-sharing makes it easy to demonstrate how to use SimplePractice, and also for you to show us specifically what you have questions about.

Is Zoom HIPAA compliant?

Zoom is a HIPAA compliant web and video conferencing platform that is suitable for use in healthcare, provided a HIPAA covered entity enters into a business associate agreement with Zoom prior to using the platform and uses the platform compliantly (i.e. adhering to the HIPAA Minimum Necessary Standard).

Can you screen record telehealth?

The simple truth is that you cannot prevent a client/patient (or other people in their environment) from recording your telehealth sessions. However,, your informed consent process can make your policies clear. Through that process, you can obtain their agreement to avoid all recordings.

Getting started with Secure Messaging

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.

How to enable Secure Messaging

To message your clients, you must first enable Secure Messaging on both the practice level and the individual client level.

Sending messages to your clients

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.

How to disable Secure Messaging for a client

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:

What to do if you send PHI to the wrong client

If you accidentally send PHI to the wrong client, follow these steps to help minimize the chance that your client saw the message:

Sending messages to your team

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:

Sending messages from your mobile device

You have the ability to send and receive Secure Messages from your SimplePractice app on iOS or Android.

Patient Portal Configuration

Use the Configuration tab of the Patient Portal Configuration tool to change or update what your patient portal users will see.

Configure Which Growth Charts are Visible in the Patient Portal

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.

Configure Where the Patient Portal Users Component Appears in PCC EHR

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.

Customize the Patient Portal Message Protocol

When your practice sends or receives a patient portal message, you work with a Portal Message protocol that includes the message information.

Turn On and Customize Patient Portal Message Templates

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.

How to sign a document electronically?

Some documents can be signed electronically by clicking the checkbox at the end of the bottom of the page. Then, click Submit &Continue to move to the next document. After signing some documents, you may be asked to fill out your contact details, demographics, credit card, and insurance information.

How many digits is a pin code?

Your provider can give you a 6-digit pin code that you can use along with your email address to sign in. Call the number that you see on the page, request the pin code, and make sure to confirm your account email address while you’re on the call.

Remain HIPAA compliant, always

Keep data secure, calls anonymous, and information private with bank-level encryption on your practice management software.

Start a video call from anywhere

Improve client accessibility with just a link to get started—no logins, passwords, or hassle.

Engage clients in real-time

Share PDFs, exercises, goal-tracking worksheets, and more from your screen to maintain top-quality care.

Choose your view

Hide your self view, pin any participant, and easily switch between Speaker and Grid views to focus on the clients who need it most.

Offer convenience and flexibility

Empower new and existing clients to book their own appointments online—and still keep control over your schedule.

Manage your time better in sessions

Use the subtle Telehealth timer to easily keep track of how much time has elapsed since the start of your appointment.

Take control of your schedule

Choose which services are bookable online, accept or decline appointments, and send free automated reminders.

Save time with custom templates

Choose from hundreds of templates for progress notes, SOAP notes, assessments, intake forms, and more.

Streamline your payment process

Store credit cards for easy billing, allow clients to make secure payments, and file insurance claims with ease.

Manage client care in real time

Make it easy for your clients to contact you and access important information about their care.