Simple Practice is a central part of everything administrative. It's used for scheduling, billing, intake paperwork, payments, EHR, reminder texts and emails, and more. There's also a secure client portal where you can message clients securely and clients have the ability to schedule appointments online!
You'll have the opportunity to ask detailed questions during your office orientation. In the meantime, dive in and familiarize yourself with Simple Practice.
Welcome to our Simple Practice. We love it!
Look out for an email to create your login
Log in and Explore
Watch, read, learn from the links on this page.
Intake Assessment our clinicans use the Intake Assessment
*Common Hang-Up: When entering a diagnosis after the date of service check the diagnosis code is present on that date of service. You may have to edit the date of diagnosis to match the date of service on initial visits to make it show.
Our clinicians use the Rubric Progress Note Template.
Telehealth 101
Learn about your client calendar.
Scheduling is a collaborative dance between Admin and the therapist.
*When scheduling client appointments please choose the correct location!* If you do not choose teleheath the client will not recieve a session link.
Reoccurring appointments ensure you're taking care of your client's and the practice's bottom line. Clarity's costs are aprox $100 in business and marketing efforts to acquire every new intake. Good scheduling habits make us happy.
It's very important that statuses are accurate, real time, for billing and cancelation fees. If a claim is submitted for a visit that was actually a no-show, it's a lengthy process to undo costing our team valuable time and money, it delays payment, and adds liability risk for insurance fraud.
Couples therapy specific details about new joint accounts update and more.
Blocking out appointments messes with our administrative flow and efficiently, prevents online scheduling from working effectively, and also perpetuates bad scheduling habits (clients and therapists).
Please Do Not block appointments on your schedule unless you are indicating you are taking time off.
Please Do Not block appointments or hold appointments for existing or waitlist clients. We understand you want to get your clients in, but admin is here to help. Add the client as a priority on your cancellation list and admin will make sure to reach out to them before other clients to offer them cancellations. If they are motivated and flexible they will have the opportunity to be seen.
*To ensure the correct paperwork is received by the intended client, admin typically sends paperwork to clients. These steps are only to be used by therapists in the event a client has arrived to a virtual appointment with out completing the necessary paperwork.
If a form has not been completed by the client yet, follow these steps:
Navigate to the Shared With Client box on the client's Overview page
Delete the file that you want to resend to the client by clicking the X next to the title - *Note the forms you are deleting to know which to resend.*
Click Delete now in the confirmation modal that appears
Click Share New from the Shared With Client box
Select the form you want to resend to the client
Review your selection and the associated email, then click Share & Send Now.
