Simple Practice Setup and Training

Customized Setup and Trainings

We know Simple Practice! 

So much so that we have created our Simple Practice Setup and Training package to help you get the most out of your EHR – the full features – the way it was designed to work.  This great tool is to help streamline the business side of your practice.

Are you new or thinking about using SP? –
Then this is perfect for you.   Have you ever jumped in and set up something only to go back and redo it?  I have and trust me, it’s NO fun! Let us help you get right from the beginning.

Are you already using SP? –
That’s ok too!  We can help you.  We have talked with thousands of therapists who are current SP users, however, they are not getting the best bang for their buck.  We can come alongside you and assess what is missing, establish the missing pieces, and train you on how to use them.

Why do we do this? 

We have found that so many therapists simply don’t have the time (or energy) to sit and learn a whole new program. Maybe there is no time or energy to do the online tutorials.  Others may be technically challenged. And then some JUST DON’T WANT TO DO IT!  And THAT’S OK TOO!  

Well, if you can identify with any of those reasons – not to worry!  We have made it “simple” for you – not only do we DO the bulk work of set up – but we will train you on how to use all of the “golden” features SP has put in for you.

Don’t waste HOURS trying to figure this out when that time could be spent doing the things you know and love.  Let us do it for you!

Here’s what you get…

Setup only (user training not included)

• Company Info
• Email Drafts
• Text Drafts
• Portal URL
• Client Portal
• Service Codes
• Users
• Fees
• Upload Logo
• Import Client Data Assistance

Video session showing what and how we set up your account
1-2 hr – depending on your learning curve (this is usually done in 2 sessions)

Full Owner and User Training…

• Set up all backend settings
• Set up availability
• Set up your calendar
• Set up multiple users/calendars/locations if applicable
• Import clients from another EHR or Excel list
  
• Telehealth appointments
• Service Code set up
• Create a new client
• Create a new appointment
• Create an appointment for couples
• Client Documents
• Email and Text Templates
• Set up and use the Client Portal
• Integrate Stripe
• Invoice and process payments
• Set up an Appointment Reminder
  
• We will answer your questions!
• A Recording of the full training will be provided

A combo package is also available for both Set Up and Full Training.

Contact us today to set up a free consultation to see how we can help you and to get a quote and get your SIMPLE PRACTICE working for you!