Bill Pay

First time log in

1. Click on the link found in the welcome email
2. Clicking the link will open a new tab within the browser and you will automatically be logged in

Logging back in

1. Visit the provider’s portal website (it is recommended that you bookmark this site for future reference).
2. Click the “I’m an Existing Client” button, then enter the email address associated with the account.
3. Click on “email me a new link”
4. 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.
5. Click the “sign in” link from the email which will automatically log you into the client portal.

Trouble Shooting Sign-In Issues

1. Ensure that you are entering the correct email address—click request a new link if
   you want to re-enter your email.
2. Always check the spam/junk folder in your inbox for an email from no-reply@simplepractice.com.
3. 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

1. The first time logging in to the Client Portal, you will see a welcome message, you will click “Get Started” on this page.
2. Begin completing forms—some documents can be signed electronically by clicking a checkbox found at the bottom of the page.
3. Click Continue to move to the next document.
4. 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.
5. Completed consent documents may be view at anytime by navigating to the Files tab.
6. Clients may also upload files to share with their provider via the Files tab.

1. Click on the link found in the welcome email
2. Clicking the link will open a new tab within the browser and you will automatically be logged in.

1. Ensure that you are entering the correct email address—click request a new link if
   you want to re-enter your email.
2. Always check the spam/junk folder in your inbox for an email from no-reply@simplepractice.com.
3. 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.

1. The first time logging in to the Client Portal, you will see a welcome message, you will click “Get Started” on this page.
2. Begin completing forms—some documents can be signed electronically by clicking a checkbox found at the bottom of the page.
3. Click Continue to move to the next document.
4. 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.
5. Completed consent documents may be viewed at anytime by navigating to the Files tab.
6. Clients may also upload files to share with their provider via the Files tab.

1. 1. Log in to the Client Portal (for assistance with this, please reference our Client Portal procedures document).
   2. 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.
   3. There are three sections- Invoices, Statements, and Insurance Reimbursement
      Statements (superbills).
   4. 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.
      1. Once you open a document, this can either be printed or downloaded as a PDF to your computer.

1. In the Client Portal you will see your current balance listed at the top of the page.
2. 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.
   1. Enter cardholder name, card info, and billing zip code.
   2. You may click save card if you would like to store the card for use in the future.
   3. 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.
   4. 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