Training: Simple Practice by Annie Frisbie

Training: Simple Practice

Complete step-by-step walkthrough to get your practice set up on Simple Practice, a comprehensive workflow for a typical client, and power user tips and strategies. 

What's included?

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Contents

Welcome!
About Simple Practice
Sign up for Simple Practice
How to use this module
Usage Permissions & Copyright
Setting up your practice
Configuring your account
Setting up your services
Payment processing
Creating intake forms from scratch
Importing Simple Practice's lactation forms
Calendar and availability
Client Reminders
Client Portal
Business Documents
Client Workflow
Intake
Charting an encounter
Sending a care plan
Secure messaging
Tracking payments, billing, and insurance
Self pay
Insurance
Additional features
Mobile App
Insights, Activity, and Reminders

About Annie Frisbie

Annie Frisbie has served hundreds of families since becoming an IBCLC in 2011. Her mission is to empower IBCLCs to transform their private practices to increase productivity, reduce stress, improve client communications, and cultivate career longevity through her deeply researched yet accessible books, tools, and services.
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