There may be times when you need to print completed or blank client forms. If your client has filled out their forms via the Client Portal, you can download and print these documents from their Overview page. You also have the option to print blank documents for your clients to complete outside of SimplePractice, which you can then upload and store in the client’s file.
In this guide, we'll cover:
Note: To learn more about customizing your intake paperwork, see Using consent documents and intake forms.
Printing completed forms
Completed Demographics form
Because the SimplePractice Demographics form is integrated directly into your client’s file, it isn’t available as a separate form you can print. However, you can print your client’s demographic information using the keyboard shortcuts on your device. To do this:
- Navigate to the client's Overview page
- Click Edit
- Select Command+P (on a Mac) or Control+P (on a PC) and the option to print the page will appear
- Choose your printer
- Click Print
Completed intake forms
When an intake form is completed, you can view it from the Shared with client section of a client’s Overview page. To print a completed intake form:
- Select the intake form you want to print
- Click the print icon to open the questionnaire in a new tab
- Choose your printed
- Click Print
Completed consent documents
Similar to intake forms, consent documents can be found in the Shared with client section of a client’s Overview page. To print a completed consent document:
- Select the consent form you want to print
- Select Command P or Control P
- Choose your printer
- Click Print
Printing blank forms
Blank intake packet
Most customers ask clients to complete the following intake paperwork before their first appointment:
- Intake form (Why are you seeking treatment, etc.)
- Consent documents (Notice of Privacy Practices, Informed Consent, etc.)
- Credit card authorization form
- Demographics form
You can find a printable version of an intake packet here: Intake Packet - for printing [via Google Docs]. You’ll be prompted to Make a copy of the file in order to edit.
Important: It’s your responsibility to review and update this document to make sure it reflects the legal requirements of your state, as well as your practice policies. Before you print this packet, be sure to replace all placeholders with your practice details and make any additional changes to make it relevant to your practice. If you have questions, we recommend consulting your local regulatory body.
Blank intake forms
To print a custom intake form that you created:
- Navigate to Settings > Client Portal > Shared Documents and Files
- Under Intake Forms and Questionnaires, click the eye icon next to the form you want to print
- Select Print in the upper right corner
- Choose your printer
- Click Print
Blank consent documents
In addition to intake forms, you can print out your blank consent documents (ex: Notice of Privacy Practices, Informed Consent, etc.) for a client to sign. To do this:
- Navigate to Settings > Client Portal > Shared Documents and Files
- Under Consent Documents, click the eye icon next to the document you want to print
- Select Print in the upper right corner
- Choose your printer
- Click Print
Blank payment authorization form
To add payment information into a client’s file from a paper form, have the client fill out and sign a copy of the Credit Card Authorization Form [via Google Docs]. You'll be prompted to Make a copy of the file in order to edit.
When you receive the completed form from your client, you can enter the card information directly into the Billing and Insurance tab of the client’s profile, under the Credit & Debit Cards section. See Adding a card to a client’s file for step-by-step instructions.
Please note that you’ll only be able to add a card to the client’s file if you have Online Payments enabled. After you enter the information, only the last 4 digits of their credit card will be visible.
Important: We don't advise you store your clients full credit card information within your SimplePractice account. Saving their information under their Billing and Insurance settings keeps their card information protected within an encrypted database. To learn more about our PCI-compliant Online Payments feature, see Getting started with Online Payments.
Blank Demographics form
To enter a client’s demographic information into their file, you can do one of the following:
- Provide a paper version of this form for the client to fill out and manually enter this into into the Client Info tab of the client’s file
- You can Make a copy and personalize the template you’d like to share:
- Ask the client the questions and type the responses directly into their Client Info tab
- Use your own email to sign into the Client Portal as the client and have the client complete the forms on a computer in your office
Note: To learn how to edit a client’s information, see Editing a client's information.
Storing printed forms in a client's file
Once your client completes any printed forms, you can upload them to the client’s Overview page. You can either scan the documents, or take a picture with your mobile device and upload them through the SimplePractice mobile app.
To scan documents and upload them from a computer:
- Scan each page and save to your computer
- Navigate to the client's Overview page
- Click Upload
- Choose the files(s) you want to upload
To securely take and store pictures via the mobile app:
- Open the SimplePractice mobile app
- Navigate to the client's profile
- Under Documents, select Stored
- Tap +
- Select Take Photo or Choose From Library
- Take a picture of each page or upload the file from your mobile device
The image(s) will now be saved in the client's Overview page.
Note: For more information, see Storing client documents.
