Simple Practice

Uploading Documents in Client Portal

Step-by-step guide on how to upload documents in the Simple Practice Client Portal. This guide is designed to provide you with a hassle-free experience while using our platform. Whether you are uploading medical records, insurance information, or any other relevant documents, following these instructions will ensure a smooth and secure process.

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.

Enter the email address and password associated with your existing Google Account.

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.

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’.

Choose Your File:

A dialog box will appear. Browse your computer to find the document you wish to upload. Ensure that your document is in an accepted format (e.g., PDF, DOCX).

Add a Description (Optional):

You may be given the option to add a description or notes to your document. This is helpful for categorizing and referencing the document later.

Submit the Document:

Click the ‘Submit’, ‘Upload’, or ‘Save’ button to finalize the upload process.

Wait for Confirmation:

Once the document is uploaded, you should receive a confirmation message on the screen, and in some cases, via email.

Additional Tips

File Size and Type

Be aware of any limitations on file size or type. If your document exceeds these limits, you may need to compress or convert it before uploading.

Privacy and Security:

Remember that all documents uploaded to the Simple Practice Client Portal are kept confidential and secure in accordance with HIPAA guidelines.

Support

If you encounter any issues or have questions, don’t hesitate to contact our Client Management Team at info@jlfamilyservices.com

Getting started with Telehealth

Telehealth lets you connect with your clinician online with 100% secure, HIPAA-compliant video appointments that you can join from a computer, tablet, or smartphone.

Getting Started with Client Portal

The Client Portal offers a secure, centralized place where you can interact with your clinician and manage your care online.

Canceling Appointments on the App

With the app, you can also cancel appointments

Joining a Telehealth appointment

You can also join Telehealth appointments directly from the SimplePractice Client Portal app. To do this:

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