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Select a case
Choose a case from the list to view details
Edit client
Client Info
Billing and Insurance
🏥 Insurance
Intake Forms
Contacts
Client Portal
Privacy
Client Status
Name
Used in place of first name across SimplePractice, as well as in client communication (reminders, billing documents, etc.)
Contact details
Manage contact info for reminders and notifications. An email is needed for granting Client Portal access.
⊕ Add email
⊕ Add phone
Transactions
Exceptions
Claims
Dashboard
Billing documents
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