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
Related Articles
Practice Time Zone Update
Step 1: Go to Account Settings, and then click Edit on Practice Settings. Step 2: Choose your preferred time from the Time Zone dropdown box and then click Save Changes.
Default Rates - Practice Level
Navigate to Settings - Account Settings. = Select the edit link under Practice Settings. Navigate to Default Rates. Now, choose the service(s) you want to default using the dropdown. Once completed, select Add. Then, add your default rate(s) and ...
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 ...
Switching to My Best Practice (EMAIL TEMPLATE)
Switching to My Best Practice PRACTICE NAME is in the process of migrating to a new electronic medical record (EMR) platform called My Best Practice. This transition will help us to continue providing excellent service to our clients, and we hope ...
How-To Export ALL Client Data from Simple Practice
Exporting Full Client Data Zip File Step 1: Log in to your Simple Practice account. Step 2: Click the Settings tab and then click Data Export Step 3: Click on the blue Export Client Data button and select "All clients in the practice" Step 4: Then, ...