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Communicating with clients on iPhone/iPad

Jasmine
Updated

You can use the mobile app to contact clients directly from their Overview page, and exchange Secure Messages. Below, we'll cover:

Note: To view our main guide on the mobile app for iOS, see Using the mobile app for iPhone/iPad.

Getting in touch with clients and contacts from the Overview page on iPhone/iPad

When you navigate to the client's Overview page, you can select one of the icons at the top to contact the client directly.

Client Overview page showing contact icons at the top of the screen in the mobile app

Below is a description of each icon.

Icon Description
Phone icon
  • Tap this to access a dropdown where you can:
    • Call the client's phone number
    • Send a text to the phone number
    • Copy the phone number
Letter icon
  • Tap this to access a dropdown where you can:
    • Email the client's email address
    • Copy the email address
Speech bubble icon
  • Tap this to immediately navigate to your Secure Messaging conversation with the client

If a client has a contact, you can view their contact from the client's Overview page and tap their email address or phone number, then make your choice to call, text, or email them. You can also copy their email address or phone number as well.

getintouchcontact.simplepractice.mobile.png

Sending Secure Messages on iPhone/iPad

You can send Secure Messages to clients, contacts, and team members through the SimplePractice for Clinicians app.

Note: Team members and clients will first need to have Secure Messaging enabled from the web app. To do this, see Enabling Secure Messaging.

To start a new conversation:

  1. Select the Messages tab at the bottom of the screen
  2. Tap the pencil icon

Messages screen showing the pencil icon for starting a new Secure Message

  1. Tap Search
  2. Enter the name of the client, contact, or team member
  3. Tap their name

Search results list showing a selected recipient for Secure Messaging

  1. Type your message
  2. Tap the arrow to send

Secure Message compose screen showing a message and the send arrow

To continue a conversation:

  1. Select the Messages tab
  2. Tap the name of the individual you’d like to message

Messages list showing existing Secure Messaging conversations

Note: You can only adjust your away message settings for Secure Messaging on the browser version of SimplePractice.

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