I will simplepractice ehr intake forms client portal telehealth insurance claims alerts
About this Gig
SIMPLEPRACTICE EHR INTAKE FORMS CLIENT PORTAL TELEHEALTH INSURANCE CLAIMS ALERTS
Dear valued buyer,
Stuck halfway through your SimplePractice setup?
Most clinicians hit the same five walls. Intake forms clients never complete. A client portal that still looks unbranded. Telehealth nobody can find. Insurance claims rejected on the same field every time. No shows, because reminders were never switched on.
I fix all of it.
SimplePractice EHR setup, intake forms and consent documents, client portal setup and online booking, telehealth configuration, note templates for CBT, EMDR and DBT, insurance claim filing with CMS 1500 and ERA remittance, superbills, autopay and card processing, appointment reminders by email, text and voice, SimplePractice EHR migration and group practice setup for multiple clinicians.
You receive a working account, a walkthrough video and a written handover sheet.
I configure clinical platforms full time: SimplePractice, TherapyNotes, Practice Better, OptiMantra, Jane App and CharmHealth. I know which settings cause claim rejections and which cause no shows.
MESSAGE ME YOUR DISCIPLINE, CLIENT VOLUME AND WHETHER YOU BILL INSURANCE.
Software:
Zoho
Industry:
Software
•
Wellness
FAQ
Do I need a SimplePractice subscription already?
Yes. I configure your account, I do not resell the software. A free trial works to start, but claim filing and some features need a paid plan, so tell me which plan you are on and I will work within it.
Can you file my insurance claims for me ongoing?
No. I set up and test electronic claim filing, the payer list and ERA remittance so your billing runs. Ongoing claim submission and AR follow up is separate work we can discuss after setup.
Will you move my data from another EHR?
Client demographics, contacts and basic history yes. Full clinical note migration depends on what your old system exports, so send me a sample export first and I will confirm what transfers.
Is my client data safe with you?
Yes. I work inside your account under your access, I sign a BAA on request, I use no third party tools on your data, and I remove my access the moment you confirm handover.
How do you handle HIPAA and consent documents?
I build your consent documents and intake paperwork into the portal so they are captured electronically before the first session. You supply the wording or your templates, I handle configuration.
What if I do not know which package I need?
Message me first. Tell me your discipline, how many clients a week and whether you bill insurance, and I will tell you which tier fits rather than selling you the biggest one.
Do you set up telehealth and reminders too?
Yes, both are in Standard and Premium. That covers HIPAA compliant video, the virtual waiting room, and email, text and voice reminders timed the way you want them.
Can you work with group practices?
Yes. Multiple clinicians, individual calendars, shared templates and per clinician billing. Tell me how many clinicians at order time because it changes the configuration work.

