This article explains how to send intake documents to multiple imported clients at once.
These steps should be completed after client profiles have been created in the new SimplePractice account. Our team will let you know once the setup is complete.
Note: This article is part of a series on transferring client data into SimplePractice. To learn how to send intakes outside of the transfer process, see Sending intake forms and documents to clients.
We’ll cover:
Note: Depending on the workflow, the steps below may be completed by the transferring clinician, the Account Owner, or another authorized team member.
Preparing to send the intake documents request
The intake document request can be sent to all active imported clients who meet the following criteria:
- A valid email address is listed as the Home Email
- Yes is selected in the Home Email ok to send email (Yes/No) column
Excluding inactive clients from the intake documents request
If a clinician transferred from another SimplePractice account, inactive clients will also be included in the intake documents request. To exclude an inactive client:
- Navigate to the client’s Overview page > Edit > Client Info
- Set Permission for email as Do not use
- Click Save Client
Reviewing intake forms before sending
Before sending the intake document request, we recommend reviewing and customizing your intake forms.
For more information, see:
- Preparing intakes for clients
- Collecting demographics and credit card information from clients
- Do I need a Release of Information (ROI) or other specific intakes from clients?
Important: Sending the intake documents request is an irreversible, one-time action.
The intake documents request is optional and can be sent later. If this will be sent at a later date, keep in mind that it can only be used to request documents from imported clients.
Sending the intake documents request
To send the intake documents request, the Account Owner of the new account can:
- Navigate to the Data Imports page
- Click Send intake documents request
Note: If the clinician transferred from another EHR, the Account Owner can also click Send intake documents request from the Clients page.
- Choose the intake forms you’d like to send
- Click Continue to Email
- Edit the email that’ll be sent with the intake documents request, if needed
- Select Continue to Review
- Click Share & Send Now
Note: To request intakes from clients added manually after the transition to SimplePractice, see Sending intake forms and documents to clients.
If the clinician transferred from another SimplePractice account, see: If I’m transferring from another SimplePractice account, how will my clients access my new Client Portal in the mobile app?
Next steps
If you'd like to upload documentation to the new account after the import is complete, continue to: Storing client documentation and other items for imported clients.