With the SimplePractice Client Portal mobile app, you can access your secure online portal and manage your care from anywhere. The app lets you easily request and manage appointments, make payments, securely message your clinician, and complete paperwork while on the go.
In this guide, we’ll cover:
- Minimum requirements for the app
- Features available on the app
- Signing in to the app
- App security
- Switching profiles
Minimum requirements for the app
The SimplePractice Client Portal app is only available for iPhones with iOS 13k.0 or later. The app is not compatible with iPads, and an Android version is not available at this time.
To download the app, search for "SimplePractice Client Portal" in the App Store and tap Get.
Note: You must have an active account on your clinician's Client Portal to use the app.
Features available on the app
With the SimplePractice Client Portal app, you can experience the key functionality of the Client Portal in the convenience of a mobile app. You can:
- Manage and request appointments
- Join Telehealth appointments directly from the app
- View invoices
- Note: You'll need to access the Client Portal on a web browser to view statements and superbills.
- Make payments
- View pending documents
- Note: Any pending paperwork will be listed under Documents. You can select a document to open it in a new tab on your web browser, where you'll be able to complete and submit it. After completing your paperwork, you can return to the app. To learn more, see Signing and completing documents and forms.
- Communicate with your clinician through secure messaging
- Receive push notifications when your clinician sends you new messages, invoices, and documents
- Manage multiple profiles from one place
- Enable a Passcode, Face ID, or Touch ID for quick and secure login
Note: What you can see and do in the SimplePractice Client Portal app is determined by your clinician. If you have questions about what’s available to you, please contact them directly.
Signing in to the app
To sign in to the app:
- Enter the email address associated with your Client Portal
- Tap Send link
- Select Go to email and choose the mail app you’d like to open
- Check your inbox for an email with the subject line “Sign in to your Client Portal”
- Tip: The subject line will include the date and time you requested the link. If you don’t see this email in your inbox, check your Spam, Bulk Mail, and/or Updates folders.
- Tap Sign in
Note: If you're having trouble logging in, you can follow the steps outlined here: Troubleshooting Client Portal login issues. If you're not sure if you've been given Client Portal access or don't remember the email associated with your account, please contact your clinician directly.
App security
You can use your iPhone’s built-in security features and turn on a Passcode, Face ID, or Touch ID to securely and conveniently access the app. To get started:
- Tap the three stacked lines in the top left
- Select App security
To create an in-app Passcode:
- Choose Use Passcode
- Enter and confirm the four-digit Passcode you’ll use to access the app
To turn on Face ID or Touch ID:
- Choose Use Face ID or Use Touch ID
- Tap Set Passcode to create a four-digit Passcode
- A Passcode is required to activate Face ID or Touch ID
Note: Use Face ID or Use Touch ID will only appear as options if these features are enabled on your iPhone. For more information, see Apple’s guides on Using Face ID and Using Touch ID.
Important: If you’d prefer to fully sign out of the app, you can tap the three stacked lines, then choose Sign out. Because we don’t store your app preferences, signing out of the app will reset your security and notification settings.
Switching profiles
If you have multiple Client Portal profiles tied to your email address, you can easily switch between them on the app. You may have multiple Client Portal profiles if:
- You’re seeing a clinician for individual and couples therapy
- You’re responsible for one or more minors
- You're seeing clinicians at different practices, and they've both granted you access to their practice's Client Portal
To choose the profile you'd like to manage:
- Tap the three stacked lines in the top left
- Select your profile
- Select the profile you'd like to view
- Tap Done
Note: If you have Client Portal access with two or more different practices, your profiles (including shared documents, appointments, and billing information) will be organized by practice. If you have questions about your Client Portal access, please contact the practice(s) directly.