![]() We recommend using your group practice name as the domain, rather than a clinician's name.Īfter your Domain is locked, you'll see a View Link button next to the URL. This domain can only be set by the Account Owner or a Practice Manager. Note: In a group practice, your Domain (Client Portal URL) is set practice-wide and will be shared between all clinicians. If you haven't locked your URL, you can personalize it by editing the text field.Under Default Domain, you'll see your link.īefore you begin using the Client Portal, you'll want to set your Default Domain by following these steps: Your Domain (Client Portal URL) is the link you and your clients can use to access your Client Portal. Setting up your Domain (Client Portal URL) Once you’ve confirmed your practice information is correct, you can turn on the Client Portal by following these steps:Īfter you turn on the Client Portal, you'll see the Settings, Emails, and Shared Documents and Files tabs Note: You can decide whether you want to hide or display your exact address from prospective clients by following the instructions in Hiding or displaying your address publicly. Practice Name (displayed at the top of the Client Portal).Make sure the following information in your Settings > My Practice page is how you want it to appear when clients view your Client Portal: Allowing clients to request appointments online (available on the Essential and Plus plans only).Allowing clients to make credit card payments through the portal ( Online Payments account required).Sending statements, superbills, or invoices.Sharing documents and forms with clients.Sending intake forms to new and existing clients.Note: For resources that will help clients get started with using the Client Portal, see the new SimplePractice Client Help Center.Īfter you set up your Client Portal, watch the video above to learn more about its features, such as: Disabling the Client Portal for individual clients.Enabling Client Portal features for individual clients.Allowing clients to upload documents to the Client Portal.What clients see when they log into the Client Portal.Adjusting the intake or other questionnaires.Customizing and adding new practice documents.Editing the Client Portal Greeting message.Setting up your Domain (Client Portal URL).Ĭlick here to open this video in a new window. This guide will walk you through the process of setting up your Client Portal. The Client Portal provides a secure method for communicating with your clients and their contacts. ![]()
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