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Step 1: Log In to Your Account
Navigate to your Client Portal Website
Open your preferred web browser and visit the practice Client Portal
Choose 'Existing Client' on the Homepage:
Once on the homepage, look for the option labeled ‘Existing Client’. This is specially designed for clients who already have an account with Simple Practice.
Enter Your Credentials:
Use your username and password to log in. If you’ve forgotten your password, click on the ‘Forgot Password’ link to reset it.
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Enter the email address and password associated with your existing Google Account.
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Step 2: Accessing the Documents Section
Go to the Dashboard:
Once logged in, you will be directed to your dashboard.
Find the Documents Tab:
Look for a tab or a section labeled ‘Documents’ or ‘My Documents’. This is usually found in the top menu or on the left-hand side of the dashboard.
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Step 3: Uploading Your Document
Select 'Upload Document':
In the Documents section, scroll to the bottom of the page where you will locate and click on the button or link labeled ‘Upload Document’ or ‘Add New Document’.
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