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Adding parent email to a minor's account that is already in use by a different clinician that sees the parent.

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Keylea D'Arcy

I am trying to add a new client that is a minor. The parent is seen by a different clinician in our practice. I am not able to merge or add existing client due to the parent being seen by a different clinician. How do I add this minor with the parents email address in use by a different clinician. 

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20 comments

Date Votes
  • Tori Dabasinskas

    Same question!

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  • Katherine Hunt

    Please help. How do I use the same email address when seeing two minors in the same family. Email is already in use by contact ??. To save Client Portal access for ??:

    • Use different email for ??
    • Disable ?? Client Portal Access
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  • Heidi Smith

    I am trying to add three children but the parent's email said that it's already being used so the forms won't send. 

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  • Keylea D'Arcy

    I can not get any help with this. Children do not have their own email addresses. Also, they might with school however, due to privacy we can not use these emails. If they have a cell phone they can receive reminders that way. I do understand this can be age sensitive. One would think, this would be a big issue and support would see and respond and help us. 

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  • Keylea D'Arcy

    I am going to look at other platforms. Working with families this is such a common issue and never any help. 

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  • Michelle Moody

    I am adding a Mother and 11 y.o. child - both to be seen individually by the same clinician, the child does not have an email or cell and I cannot complete the creation to book the minor after booking Mom - it used to be that we left the child email blank and added it under the contact and THAT worked - this is no longer working...  HOW DO YOU WE SET THIS UP? and yes, I am yelling!  I have wasted 3 hours on this today

     

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  • Keylea D'Arcy

    Hi all!!

    Not sure if this will help you. I was able to add the child with this +1217@gmail while using parent's email for contact. The parent received the paperwork and is getting reminders even though SP says they don't go through. The child had a phone and the reminders are going to the phone as well. I had someone help me with this so I am a little clueless with it all. It would be nice to have some help with this from SP.  

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  • Michelle Moody

    are you using this as a blanket dummy email?  I have thought of this but the notifications in SP are SO LABORIOUS... I do not have another phone number but was able to finally complete a profile for my young person, and agree would love more help from SP - the videos are not what they need to be and live classes useless to the details we need.  I am told to submit a ticket - but submitting a ticket and then waiting several days and being shown a tutorial is maddening....  in 2 years I have had only 2 assists that were truly helpful and gave me resources. 

     

     

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  • Irene Christin

    I am trying to register a minor as a client but her sister is already registered with her father's email address and the system does not accept it. Please help. How do I use the same email address when seeing two minors in the same family. Email is already in use by contact?

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  • Michelle Moody

    using the +1217@gmail.com worked for me - this is a dummy email  I spent most of last Tuesday trying to add a minor client and the mother - it is insane that I spent so many hours trying and researching this SP is not as good as it used to be,it was a laborious task before BUT worked and NOW you have to find a way around all the insanity....  :(

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  • Kelly Siderio

    This is a huge issue as I often see both a child and a parent and simple practice will not allow the same email address for multiple account but also requires that an email address be added for each client. Simple practice- please fix this

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  • Tori Dabasinskas

    Agreed!!! Agreed! Thank you ahead of time, Simple Practice IT genius people… hoping for a change in this. Thank you!

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  • Jeffery Scott

    I found the answer today. Click Add a new client. ONLY put in the minor's first and last name. Do not click on adding a phone number or email. Click contact and put in existing parent. WORKS! Parents will be sent paperwork and multiple use of parent email is allowed. 

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  • Romanda Simpson

    @Jeffery Scott - AND I discovered that if you already have the minor in the system, but need to add the parent as a client you go to the minor's profile, click contact, and in top right corner of contact info is a box that says "Manage".  The drop down says "create an individual client" - this will set up a client portal for the parent. 

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  • Jendel Wolfe

    When I added a minor of a parent I already see, there was an option to "add a current client" to the minor file. It cleared the contact information fine and I was allowed to move forward adding the minor as a new client. I hope this helps!

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  • Alexandra Corona

    I am struggling with adding another minor client to my schedule due to their parents email being used by their sibling. I have attempted some of the things above but it is still not working. How do I manage this and make this work? 

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  • Romanda Simpson

    Here’s a step-by-step guide to add siblings while ensuring the same parent is included as a contact:
     

    • Create a client profile for the first sibling 
      • Leave the minor client’s email address field blank if they don’t have one
    • Add the parent as a contact
    • Create a client profile for the second sibling
    • To add the same parent as a contact, select Add Existing Client or Contact

     

     

    • Search for the parent’s name
    • Click the circle next to their name and click Select

     

     
    If the parent is already listed in your account, select Add Existing Client or Contact and use the search bar to find their profile. Otherwise, manually entering the parent's name will create a separate profile.
     

     
    If you’re receiving an Email already in use error, it’s likely that a separate profile was created and the contact is a duplicate. To fix this, you’ll want to merge the two contact profiles into one:
     

    • Navigate to your Clients list
    • Use the drop down menu to filter for Contacts
    • Search for the parent’s name in the search bar
    • Click Manage > Merge with duplicate
    • Select the duplicate contact profile
    • Click Preview merge
    • Review the information before merging the profiles, as this can’t be undone
    • Select Confirm merge 
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  • Louisa Hussein, BCBA, LBA
    • Edited

    @Romanda, do you know how to enable the parent to access multiple siblings within the client portal?

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  • Romanda Simpson

    @Louisa - I believe it is the same.  Just add the two minors first, selecting "add existing contact" to associate the parent with each.  They should get access to the portal for both (just like they can access their own plus their child's). 

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  • Whitney Smith

    I cannot express how this thread has helped me!!!! Our practice hasn't provided care to children in 5 years, and we recetnly accepted two siblings, and I was like "this is why" lol!!!! THANK YOU Jeffery Scott!!!!!

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