Bill Pay
Bill Pay
Clients can pay bills, complete documentation and confirm appointments online using Simple Practice.
First time log in
- Click on the link found in the welcome email
- Clicking the link will open a new tab within the browser and you will automatically be logged in
Logging back in
- Visit the provider’s portal website (it is recommended that you bookmark this site for future reference).
- Click the “I’m an Existing Client” button, then enter the email address associated with the account.
- Click on “email me a new link”
- Check your email inbox for the new sign-in email- please note that this link is only valid for 24 hours and can only be used once.
- Click the “sign in” link from the email which will automatically log you into the client portal.
Trouble Shooting Sign-In Issues
- Ensure that you are entering the correct email address—click request a new link if
you want to re-enter your email. - Always check the spam/junk folder in your inbox for an email from no-reply@simplepractice.com.
- Call the office at (414) 302-1233 to request a PIN code to sign in. This is a 6-digit code that you can use along with your email in order to sign in.
Documents and Forms
- The first time logging in to the Client Portal, you will see a welcome message, you will click “Get Started” on this page.
- Begin completing forms—some documents can be signed electronically by clicking a checkbox found at the bottom of the page.
- Click Continue to move to the next document.
- When pertinent documents have been completed, you may be asked to fill out contact information details, demographics, credit card, and insurance information. Please take your time filling out this portion.
- Completed consent documents may be view at anytime by navigating to the Files tab.
- Clients may also upload files to share with their provider via the Files tab.
- Click on the link found in the welcome email
- Clicking the link will open a new tab within the browser and you will automatically be logged in.
- Ensure that you are entering the correct email address—click request a new link if
you want to re-enter your email. - Always check the spam/junk folder in your inbox for an email from no-reply@simplepractice.com.
- Call the office at (414) 302-1233 to request a PIN code to sign in. This is a 6-digit code that you can use along with your email in order to sign in.
- The first time logging in to the Client Portal, you will see a welcome message, you will click “Get Started” on this page.
- Begin completing forms—some documents can be signed electronically by clicking a checkbox found at the bottom of the page.
- Click Continue to move to the next document.
- When pertinent documents have been completed, you may be asked to fill out contact information details, demographics, credit card, and insurance information. Please take your time filling out this portion.
- Completed consent documents may be viewed at anytime by navigating to the Files tab.
- Clients may also upload files to share with their provider via the Files tab.
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- Log in to the Client Portal (for assistance with this, please reference our Client Portal procedures document).
- Once logged in, click on Billing & Payments. This will allow you to see the billing page which provides you an overview of recent payment history and access to billing documents.
- There are three sections- Invoices, Statements, and Insurance Reimbursement
Statements (superbills). - At the very bottom of the page is the Account History which shows you your most recent sessions and payments—you may adjust the date range to see more or less sessions.
- Once you open a document, this can either be printed or downloaded as a PDF to your computer.
- In the Client Portal you will see your current balance listed at the top of the page.
- To pay the entire balance, click Pay Now next to the balance amount. Please keep in mind that payments will automatically be applied to the oldest balance on the account.
- Enter cardholder name, card info, and billing zip code.
- You may click save card if you would like to store the card for use in the future.
- The amount on the pay button will reflect the payment you are making. Please ensure it is the correct amount before clicking the Pay $(amount) button.
- The status of the invoice will change to Paid. If you choose to store the card, this card can then be selected for future payments