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

Step 3: You can either Drag & Drop the folder(s)/file(s) into the top field -- OR -- press the click here button to browse your computer to select the desired folder(s)/file(s) to upload

• Related Articles

• Updated Shared Document Center

  The Shared Document Center within your account has been completely revamped to include the ability to have a personal drive separate from your practice to store clinician-specific documents and to create folders to better organize your documents. You ...

• 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.

• 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, ...

• 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 Time Zone This will be the default time zone for all staff members’ calendars. Enable Appt ...