Billing workflow tips for accepting credit card payments - SimplePractice pro tips

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If you run a private practice, creating bills and processing payment can be a time-consuming and cumbersome process. In this tutorial, we'll show you how to streamline your billing workflow by accepting credit card payments and storing credit cards on file.
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Video chapters:
00:00 Introduction
01:07 Part 1 How to securely store credit card information on file
01:49 Tip: How to use the credit card information form
03:31 Part 2 How to charge a credit card in SimplePractice
04:32 Part 3 How to send an invoice or superbill to your client
SimplePractice’s fully integrated EHR system allows you to run your private practice with ease! What once seemed like barriers to a simple private practice are now easily managed with the all-in-one HIPAA compliant software for therapists across the health and wellness industry. With features like online billing, a client portal app, telehealth, and more we are your partner in private practice.
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Disclaimer:
All videos are provided for informational purposes only and do not constitute clinical advice.
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