simple practice patient portal

by Ruth Rosenbaum 4 min read

SimplePractice™: Practice Management Software & EHR

24 hours ago Sign into your account. By clicking "Sign In", on behalf of myself and the practice, I agree to the SimplePractice Terms of Service and Privacy Policy. >> Go To The Portal


What is the simplepractice client portal?

Sign into your account. By clicking "Sign In", on behalf of myself and the practice, I agree to the SimplePractice Terms of Service and Privacy Policy.

How do I navigate my practice's client portal?

SimplePractice™ Secure Client Portal Software Client care, delivered 2,425 Empower clients to schedule appointments, complete intake forms, and submit payments on their time. 30-day trial. No credit card required. Access all features. Curt W. from Los Angeles, CA Let clients request appointments online

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

Client Portal Centralize your client communication with a secure, online portal. Scheduling Send free reminders and schedule appointments on your time, on your terms. Documentation Streamline all of your intake and documentation needs in one place. Billing Simplify client payments with AutoPay and online credit card processing. Insurance

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

Setting up the Client Portal Entering your practice information. Note: You can decide whether you want to hide or display your exact address from... Turning on the Client Portal. Setting up your Domain (Client Portal URL). Your Domain (Client Portal URL) is …

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How do I access Client Portal in SimplePractice?

You can check this by looking at the email address listed on their client Overview page > Edit > Client Portal tab. From the client's perspective, we also offer best practice tips to help make their experience as seamless as possible.Feb 8, 2022

How do I log into SimplePractice?

Call your provider's office and request a pin code to sign in. 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.Jan 11, 2022

What do clients see in SimplePractice?

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.

Is there a SimplePractice app for clients?

The SimplePractice mobile app allows you to take your practice on the go. ... It's perfect for taking notes between appointments, processing credit card payments, sending Secure Messages to clients, and more.Jan 14, 2022

What is SimplePractice app?

Key benefits of using SimplePractice Mobile app: Download the top-rated iOS or Android app to run your practice from anywhere. The mobile app lets you take notes, schedule appointments, and collect payments, all from your phone. ● Integrated insurance filing: Stop spending hours on the phone with insurance companies.

How do you set up a new client in SimplePractice?

Adding a clientThere are two ways you can add a new client in your SimplePractice account. ... Alternatively, you can add a new client while scheduling an appointment. ... With either option, you'll be taken to the Calendar fly-out where you can select the client type as an adult, minor, or couple.More items...•Apr 17, 2021

How would you message a client in SimplePractice?

You can enable messaging for each client who has Client Portal access by navigating to Settings > Secure Messaging. Alternatively, you can allow a client the ability to Secure Message by navigating to the client's Overview page and clicking Edit.Oct 20, 2021

Is SimplePractice Hipaa compliant?

SimplePractice not only maintains strict HIPAA compliance, but is also HITRUST certified, which is the gold standard in the healthcare industry.

How do you email a client in SimplePractice?

Practice EmailNavigate to My Account > Settings > My Practice.Enter your new business email in the Practice Email field.Click Save.Apr 1, 2021

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.Sep 21, 2021

Can I do groups on SimplePractice?

The SimplePractice calendar is flexible and appointments can overlap without any issue. This is an excellent option for Group appointments.Nov 17, 2021

Does SimplePractice have a baa?

At SimplePractice, we value giving you transparency, flexibility, and control. Our BAA, Terms of Service, and Trust & Security documents clearly outline everything you need to know about your business relationship with SimplePractice once you sign up: BAA.Jan 21, 2021

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 is a client portal URL?

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.

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 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.

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.

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