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Recording client medications in SimplePractice

Recording client medications in SimplePractice

While SimplePractice doesn’t offer e-prescribing, you can request and document a client’s list of medications in their file.

In this guide, we’ll cover:

Requesting medications during the intake process

At any time, you may request an up-to-date list of medications from your clients or contacts. To streamline this process, you can request this information through the Client Portal by creating a customized template. For instructions on how to create a custom intake form template and share it via the Client Portal, see:

Once the intake form has been completed by the client, you can access it from the client's Files Overview page.

Note: If you need to request medications from a third party, such as a client’s family member or doctor, you can also add them as a contact to securely send your request. To learn more, see Enhanced Client Management for minors.

Adding medications to Client Notes

Many clinicians choose to keep an updated medication list in the Client Notes section of the client’s file.

Tip: Clinicians can choose to also keep this information readily available on the client’s Overview page via an administrative note

To do this:

  • Navigate to the client’s Overview page
  • Click Edit
  • Scroll down to the Client Notes section


  • In the Client Notes field, include the client’s current list of medications and prescriptions
  • Select Save Client

Once the list is saved to the Client Notes field, it can be edited at any time in case there’s a change to the client’s medications or dosage.

Note: For more information on editing a client’s file, see Editing a client's information.

Any information entered in the Client Notes field will be included in the Contacts section of a data export. To learn more about data exports, see Data export: Exporting client information.

Important: For group practices, the Client Notes section is visible to multiple clinical and non-clinical roles. To learn more about which team members can view this field, see Team member roles and access levels.

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