In order to use the app, clients must have Client Portal access enabled by the scheduler or provider. Therefore, if you are a first time visitor and have not spoken to a provider or scheduler you will need to call to schedule an appointment before you can access the portal.

Enter the email address that’s associated with your Client Portal access. This is the email you provided to the scheduler or provider during initial intake. Next, type your email and tap Send Link.

Go to email and check your email for a one-time sign-in link

From the email, tap Sign In

If you don’t see this email in your inbox, you can search for an email from yourprovider@simplepractice.com in your Spam, Bulk Mail, and/or Updates folders.

If you have more than one child that is a client and their profile is associated with your email address, you can choose which child’s profile you would like to view.

When you sign in to the app for the first time, you’ll be prompted to accept an End User License Agreement (EULA).

If you acknowledged this agreement on the web version of the Client Portal, you won’t need to accept it again.

When you log into the app, you will be asked to allow notifications. You can opt to receive push notifications when your provider sends you a new message, announcement, invoice, or document.

If the pop up for notifications does not appear or you changed your mind at a later time, Tap the three stacked lines in the upper left hand corner of your screen. Select Notification settings. Then choose which notifications you would like to receive.

Simple Practice is a HIPPA compliant platform. After you tap the three stacked, select App Secutirty. Once you’ve signed in, you can enable your phone’s built-in security features for an easier, secure login experience that include face ID and Use Passcode. This is a highly recommended feature as the secretary and provider will communicate messages through the portal.

Click on the appointment.

Tap Join Appointment at the bottom of this page.

Enter your name or your child’s name and Tap Ask to Join

Click View All

Under Documents, you will see a list of incomplete documents and completed documents. Your Intake Documents will always be located in the incomplete section, unless of course you completed them. To complete an incomplete document:

Select the document

Follow the prompts to complete and submit each form.

Note: Under the incomplete section is where you find your child’s completed evaluation report. Once you click on the report and downloaded it , it will place the report under the completed section.

You can send and receive secure messages on the app by tapping the chat bubble icon in the top right to access secure messaging. This is the only manner in which your provider and scheduler will communicate with you via text.

On the Dashboard , you will see your invoices. Click View All. Please note that our policy requires a credit card or debit card on file.

After you clicked view all, you will see all your invoices. Invoices are divided into two sections unpaid or paid. Under the unpaid section click on the invoice that requires payment. Note: At this time, you can't make partial payments through the Client Portal.

Once you clicked on your invoice, you will be able to review it. Once reviewed, Click on the Pay button at the top of the page.

Type in your debit or credit card information and be sure to click Pay $ tab on the bottom of the screen to complete the payment.