simplepractice patient login

What is the simplepractice client portal?

The SimplePractice Client Portal is a secure and easy way for you to communicate with your clinician, request appointments, sign documents, and even pay your appointment fees. How do I log in?

How do I Manage my simplepractice account and help requests?

Once you sign in to access your SimplePractice account, help requests, or the Help Center, you'll be signed in to manage all of these. Creates a personal portal for you where you can initiate, follow up on, and track the history of your communications with SimplePractice - no more solely relying on email or dealing with lost help responses.

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.

What is simplepractice?

Practice Management Software and EHR Made Simple - SimplePractice Private practice your way. Virtual, in-office, or both. The only practice management software that allows you to go fully virtual, in-office, or anywhere in-between.

How do you log into SimplePractice as a client?

How do I log in? 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.

Is there a SimplePractice app for clients?

SimplePractice™ Mobile App for Scheduling Client Appointments.

Can clients see your notes on 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 I upload a document to SimplePractice?

Uploading business documentsGo to Settings > Business Documents.Click Upload Now.

How do I log into telehealth?

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How can I use telehealth on my phone?

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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.

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.

Does therapy notes have telehealth?

The TherapyNotes™ Telehealth beta program is now open to all users! Practice Administrators can enable TherapyNotes™ Telehealth for all clinicians in your practice. Simply click the User Icon > Settings > Telehealth and select the Enable telehealth checkbox.

How do I resend client portal in SimplePractice?

You'll see the option to edit a new invitation email and click Send Email to re-invite the client. If you don't need to change the email address but you want to resend the invitation email, navigate to the Client Portal tab and select Resend email invitation. Then click Send Email.

How do you document in SimplePractice?

Within SimplePractice, there are two types of Paperless Intake documents you can share with a client through the Client Portal to receive an electronic response....Intake formsNavigate to Settings > Notes and Forms.On the My Notes and Forms tab, click Create New Template.Use the dropdown menu to select for Intake Forms.

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, ...

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.

How to submit a question on SimplePractice?

To submit a help request while logged into your SimplePractice mobile app: Click the three bars on the top-left of your mobile app. Select Get Help. Type your question and submit it. You'll be presented with a few guides that may be helpful in answering your question.

Why is one sign in important?

One sign-in saves you time and effort because it: Creates a personal portal for you where you can initiate, follow up on, and track the history of your communications with SimplePractice - no more solely relying on email or dealing with lost help responses.

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.