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How to integrate with SimplePractice

Updated 12.7.2023

SimplePractice was not designed to integrate with 3rd party telehealth platforms as they offer their own built-in Telehealth service. We have found the following solutions to enable HIPAA LINK and other 3rd party telehealth platforms to work with SimplePractice.

  1. Add a New Office Location
    1a. Edit Existing Office Location
  2. Edit Client Reminders for Email
  3. Edit Client Reminders for Text
  4. Schedule a Telehealth Visit
  5. Examples of Email and Text Reminders

1. Add a New Office Location

Follow these steps to create a new Office Location to schedule Telehealth visits using HIPAA LINK:

  • Go to Settings > My Practice > Locations
  • Click Add a Location
  • Enter an Office Name (ie. “Telehealth Visit”)
  • Enter the same Office Name above as the Street
  • Enter “.” as the City
  • Select your State
  • Enter “.” as the Zip
  • Select Hide Address
  • Select “02 – Telehealth Provided Other than in Patient’s Home” for Insurance Place of Service
  • Click Save

If you enabled SimplePractice telehealth, you can now choose HIPAA LINK or SimplePractice for your telehealth visits.

1a. Edit Existing Office Location

If you have an existing Office Location you would like to turn into a HIPAA LINK telehealth location, do the following.  Otherwise, skip to Step 2:

  • Go to Settings > My Practice > Locations
  • Click Edit next to the location you wish to change
  • Change the Office Name (ie. “Telehealth Visit”)
  • Enter the same Office Name above as the Street
  • Enter “.” as the City
  • Select your State
  • Enter “.” as the Zip
  • Select Hide Address
  • Select “02 – Telehealth Provided Other than in Patient’s Home” for Insurance Place of Service
  • Click Save

2. Edit Client Reminders for Email

If your practice provides both Telehealth and Office visits, your message should include your Room URL and Office Address. If you only provide Telehealth services, remove Office Visit from your message template.

  • Go to Settings > Client Reminders > Email
  • Click Edit on the top right of Appointment reminder
  • Copy and paste the Subject below
  • Copy and paste the Message below
  • Click Save

Subject

Appointment reminder | {practice_address_line1}

Message

Hi {client_first_name},

This is a reminder that you have an appointment with {practice_full_name} at {appointment_time} on {appointment_date}.

If this is a telehealth appointment, click or copy this link to join:
<insert your link – https://hipaalink.net/roomurl>

If this is an Office Visit:
<enter your physical address here>

Add to your Calendar:
{appointment_reminder_links}

Please contact our office with any questions or changes.
{practice_phone_number}

3. Edit Client Reminders for Text

Your Text reminders should be based on your preference of reminding your clients about an appointment and whether to include your telehealth link, or not.

  • Go to Settings > Client Reminders > Text
  • Copy and paste the Subject below
  • Copy and paste the Message below
  • Click Save

Customize text reminder

Reminder for {client_first_name_formatted} appointment on {appointment_date} at {appointment_time} with {clinician_full_name}.

If this is a telehealth appointment, click here to join: <insert your link – https://hipaalink.net/roomurl>

4. Schedule a Telehealth Visit

Your new Telehealth location is ready to be scheduled with the appropriate ’02’ Place of Service for billing purposes.

  • From your Calendar, create a New Appointment
  • Fill out the form
  • Select ‘Location: Telehealth Visit’ from the drop-down
  • Click Done

5. Examples of Email and Text Reminders

The following examples show how your Email and Text messages will appear to your clients:

Share Your Experience

Do you have a working method on how to integrate HIPAA LINK with SimplePractice?  We’d love to hear from you!

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