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Where do I find my practice documents?

Within SimplePractice, there are two different types of documents you can share with a client through the Client Portal to receive an electronic response. You can find each type below: 


Consent documents

Consent Document, or practice document, is any text document that you want your client to sign and agree to. These are documents that only require an electronic signature from a client to acknowledge that they've read and agreed to the terms. 

Setting up your consent documents is an essential part of managing your practice well. Below, you'll find a table that shows you where to easily find consent documents like the Notice of Privacy Practices, Informed Consent for Psychotherapy, and Practice Policies.

 Document... Where to find it...
Notice of Privacy Practices

 1. Go to My Account > Settings > Client Portal.
 2. Select the Shared Documents and Files tab.

Informed Consent for Psychotherapy

 1. Go to My Account > Settings > Client Portal.
 2. Select the Shared Documents and Files tab.

Practice Policies

 1. Go to My Account > Settings > Client Portal.
 2. Select the Shared Documents and Files tab.

 


Intake forms

An intake form is a form that allows you to collect responses from the client in different formats like multiple choice, long answer, short answer, electronic signature, etc. 

The following table includes where to go when you want to create custom intake form and progress note templates, as well as where you can find the pre-made templates in the Template Library.

 I want to... Where to find this...
Create a new Progress Note template

 1. Go to My Account > Settings > Notes and Forms.
 2. Select the My Notes and Forms tab.
 3. Click Create New Template.

Create a new Intake Form template

 1. Go to My Account > Settings > Notes and Forms.
 2. Select the My Notes and Forms tab.
 3. Click Create New Template.

See the pre-made templates

 1. Go to My Account > Settings > Notes and Forms.
 2. Select the Template Library tab.

Tip: For a more detailed guide, please refer to My Notes and Forms: Creating customized client intake and progress note templates.

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