simple practice patient login

How do I generate a Login link for my practice client?

In order to generate a login link for your client's first entry into the portal, you must include the Practice Client Portal Login Link macro in the email. This macro is set by default.

How do I navigate my practice's client portal?

Here's how to navigate your practice's Client portal: Existing clients will receive the link to your Client Portal when you invite them or if you provide them with the practice link elsewhere. New clients will receive the link when you invite them to the Client Portal. Once they sign in, they'll be welcomed to their Client Portal:

How do I log in to my provider's client portal?

The first time that you log in to the Client Portal, click the link found in the welcome email you received from your clinician. Clicking the link will open a new tab in your browser where you’ll automatically get logged in. Go to your provider's Client Portal URL.

How do I access Client Portal in SimplePractice?

The first time that you log in to the Client Portal, click the link found in the welcome email you received from your clinician. Clicking the link will open a new tab in your browser where you'll automatically get logged in. To log back in: Go to your provider's Client Portal URL.

Is there a client app for SimplePractice?

If my client prefers to use a mobile device, is there an app they can use? Yes. We offer a free, secure, HIPAA-compliant Android and iPhone app.

Can clients see their 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.

How do you use SimplePractice?

0:087:17Works first i'm going to add the most basic information about my client just name and email. Next iMoreWorks first i'm going to add the most basic information about my client just name and email. Next i invite the client to their new client portal and select my practice policies contract.

How do I log into Telehealth?

0:000:41Hey guys I wanted to show you how easy it is to log into your telehealth appointment no downloadsMoreHey guys I wanted to show you how easy it is to log into your telehealth appointment no downloads are needed this is the email I got from my therapist I'm going to click on the link that they sent me.

Do I need to download an app for Telehealth?

To use a smartphone to join a video chat, you must first download the Telehealth by SimplePractice app - available in the app store for iOS or Android. If you need to cancel or have questions about the appointment, please contact me.

What's the difference between a psychotherapy note and a progress note?

Unlike psychotherapy notes, progress notes are meant to be shared with other healthcare workers who assist with a patient's treatment plan. Progress notes inform staff about patient care and communicate treatment plans, medical history and other vital information.

What is the difference between a SOAP note and a progress note?

Data A: Action: R: Response. A SOAP note is a progress report. In medical records, a progress note is a notation by someone on the patient's healthcare team that documents patient outcome as a result of interventions and specific services that were provided to the patient for one or more problems that the patient has.

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.

How do I get telehealth on my computer?

Setting Up Your Computer for a Telehealth AppointmentView your Video Visit confirmation. ... Download and install ZOOM. ... Audio. ... Video. ... If you are having trouble, call MyChart Customer Service at 1-415-514-6000 for assistance.View Your Video Visit Confirmation. ... Join the Video Visit. ... Wait for your meeting to begin.More items...

How do you do SimplePractice telehealth?

Using Telehealth on a mobile deviceOpen your SimplePractice mobile app.Click Schedule and then select your appointment.Click Start video appointment.The Telehealth by SimplePractice app will launch automatically.

Can I record sessions on SimplePractice?

We do not record or store any video sessions.

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 long does a sign in link last?

Click the Sign In link from the email to automatically log into your Client Portal. It expires after 24 hours and can only be used to log in one time. Important: You must use the most recent Sign In Link in your inbox. If you requested a Sign In Link multiple times and click an older link when a newer one exists, ...

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.

How to view consent documents?

To view your completed consent documents at any time, navigate to the Documents tab. At the bottom of the Documents tab, you will be able to upload files to share with your clinician, including pdf, jpg, png, mp3, m4a, or csv files. You can click to view these at any time.

Let clients request appointments online

Give clients the convenience of requesting appointments online, yet retain full control of your schedule.

Go paperless

Send clients secure, mobile-friendly paperwork that can be filled out before their appointment time.

Allow clients to upload documents

Receive client insurance cards, signed intake paperwork, and more directly from their online Client Portal.

Collect payments with ease

Update credit card information, send billing documents, and process payments in seconds.

Send secure messages

Ensure client privacy and centralize all communication from your practice management software with HIPAA-compliant messaging.

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

Screen-share games, exercises, videos, and more directly from your iPad or web browser with sound, 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.

Interact through virtual activities

Connect with clients through a built-in whiteboard where you can draw, type, and add images for increased interactivity during telehealth sessions.

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.

How to turn on client portal?

Once you’ve made sure your practice information is correct, you can turn on the Client Portal by following these steps: Go to Settings > Client Portal. Click the Client Portal toggle to set it to On. After you turn on the Client Portal, you'll see the Settings, Emails, and Shared Documents and Files tabs.

What is a welcome email?

The Welcome email is the email clients receive with the invitation to your Client Portal. To customize it: Navigate to Settings > Client Portal > Emails tab. Find the Welcome email and click Edit. Additional emails will be available depending on your SimplePractice plan.

How to include credit card information in a demographic form?

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.

What credit card processor do you use, and can I use mine instead?

Our completely integrated Online Payments feature is powered by Stripe, our PCI-compliant credit card processing partner. If you choose to use a different credit card processor, you’ll need to do so outside of SimplePractice.

How can I get support if I need it?

We provide world-class support to our customers through email, live chat, on-demand classes, one-on-one video calls, and phone support. You’ll also get access to our robust Help Center with thousands of written, video, and visual resources. You can learn more about our support options.

Is it easy to switch or migrate to SimplePractice?

Yes, it only takes 2 minutes to learn how easy it is to switch and how our switching team can even help you import your data from another system.

Can I get a demo?

Yes, we offer a product tour that will give you an overview of SimplePractice’s most popular features.

How do I sign up for SimplePractice?

You can sign up for a free, 30-day trial. There’s no credit card required, and you’ll have access to all our Plus Plan features. At the end of your trial, you can choose the right plan for you.

Will the work I do during my trial be saved for me when I sign up for a paid subscription?

Yes, all your work will be saved in your account when you sign up for a paid subscription.

How much does SimplePractice cost, and are there any hidden fees?

We offer three different plans to accommodate our customers’ needs. Our basic plan starts at $29 a month, with the option to add telehealth for an additional $15 a month. You can change or cancel your plan anytime, and there are no contracts, setup fees, or upfront fees whatsoever. Please note that some states require sales tax.