Demographics Form Required Fields

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Luke Bigler

• July 27, 2023 21:53

A similar post was created 3-years ago, but the issue has not been resolved. Please make a way to edit fields and also have option to make certain fields required. Certain info like birthdate/ sex/ address are required for submitting insurance claims/ checking benefits.  

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  Kristy Novinski

  • August 03, 2023 17:07

  ^^ Absolutely this. Insurance also requires information on Spouse or Parent DOB/Address/Sex if the client is not the primary insured.

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  Eric Secker

  • August 20, 2023 00:04

  You can add your vote on that issue below... and then wait three more years for it be implemented probably.
  https://feedback.simplepractice.com/forums/940492-notes-documents-and-reports/suggestions/38564287-make-certain-demographic-information-mandatory

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  Christina Jackson

  • November 06, 2023 20:29

  Yes, please allow us to make certain parts of the demographics form required. It is messing with my practice big time. At least 50% of my clients skip right over required fields that I have to have for billing. 

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