Uploading Items to the Shared Practice Documents
Step 1: Click on the Settings dropdown and select "Document Center"
Step 2: Open the "Shared Practice Documents" drive
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Default Rates - Practice Level
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Configuring Practice Settings
Navigate to the Account Settings section of your account. Click on the “Edit” button on the “Practice Settings” bucket within the General tab. DEFAULT TAB Include Group Appointment on the Scroll This will display group note(s) when scrolling through ...
How to Clone Client to Another Practice
When your username is associated with more than one practice, you can use the 'Clone To Another Practice' button to copy a client chart over to that practice. Cloning will create the chart in the practice including all demographic information. ...
How-To Export ALL Client Data from Simple Practice
Our team is ready to help you transfer all of your data from Simple Practice with just three file exports. Simply follow this step-by-step guide to collect the right files and send them our way. The following 3 files are needed to migrate from Simple ...