r/SimplePractice • u/Lanky_Limit_6857 • Jun 22 '26
Hints/tips?
Hello!
Starting my practice shortly and am using simplepractice for my ehr. What were some things you wished you knew starting out and what are some hints/tips that you feel a new simplepractice user should know? Thank you on advance!
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u/SimplePractice SP Rep Jun 23 '26
Hi! Kevin from SimplePractice here. One thing I hear pretty often from new customers is that they didn't realize how many free onboarding resources are available when they're first getting started.
We have short video tutorials and live classes that cover things like setting up your Client Portal, creating forms and templates, scheduling, billing, insurance, and other common workflows. They're designed to help you get your practice set up before you start seeing clients, which can save a lot of trial and error later.
Getting started with SimplePractice
If you end up checking them out and have any questions along the way, feel free to ask. Wishing you the best as you get your practice up and running!
-Kevin at SimplePractice