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Family Session

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12 comments

  • Thomas J. Lewis

    This is a major problem for me.  Currently I use the person responsible for payment as the primary client on SP,  although another family member  might me the identified client (IP).  There is not a way, that I have discovered, to link household members or session attendees beyond  linking a couple.  I try to reference on the primary client's clinical record's remarks concerning all family members and session attendees. 

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  • Allie Haydon

    I'm glad you asked this question as I am a family therapist and work primarily with teens and young adults who often have family sessions rather than individual sessions. If the person is a minor I make a client portal for the teen and use the parent's e-mail as the client portal access e-mail. All the documents are then signed by the parent/guardian. I recently have a session scheduled with a family and the clients I will be seeing will primarily be siblings so I plan on having all the siblings sign a printed consent form that I will upload and do documentation under each kiddo (I guess, I'm not really sure a better way to do this). I surely wish SP would get on board with LMFT's soon!

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  • Kathleen Boyd

    Sometimes parents are not together and would like to be separately copied. Not sure how to do this. Also looking for the 90846 code, meeting with family without client. Hoping both of these concerns are simple to address. 
    Kathy B

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  • Ayelette

    Hi Kathleen,

    Here's how you can set up a minor client with 2 parental contacts:

    1. Go to the minor client's profile page > click Edit beneath their name.
    2. Click the Contacts tab > click +Add Contact.
    3. If a parent has an existing profile in your account, either as a client or as a contact on another profile, use the search box to search for and pull up the existing profile. Otherwise, click +New Contact.
    4. Follow the prompts to complete and save the profile.

    To share documentation with the client, with either or both contacts, or with everyone, click Share on the top right of the client's profile. You'll be prompted to select the party (or parties) you wish to share documentation with. Each party will only see the documentation you have shared directly with them.

    To learn more about this feature, feel free to check out this Help Center guide: Enhanced Client Management for Minors.

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  • Melody M. Brown

    Thanks for guidance on minors. I have a family where all are adults. Since SP is working building the infrastructure to have couples be one client, will that extend to families as well?

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  • Ayelette

    Hi Melody,

    Our Enhanced Client Management for Couples will support Telehealth sessions with 2 clients plus a clinician. While I don't have an ETA for you on our group Telehealth feature, we are actively working on this enhancement.

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  • Stephanie Leite

    It would be lovely if we could have families. I often have multiple people that I would like to add. 

     

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  • Katharine Petzold

    So what is the suggested workaround/workflow for when you have two adult family members (in my case, siblings) and you are doing telehealth?

    Do you enter in each sibling as a client and then schedule the session under the primary client?

    Do you enter primary client and then put the other adult sibling under as one of their contacts? If you grant access to that contact, do they see everything the primary client sees in their portal? How do you do this?

    Do both adults need to sign the consent or only the primary client? As siblings, they are related but (thankfully :) not married. Help! Thank you!

    -1
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  • Katharine Petzold

    also, can you add two siblings as a "couple" if you are submitting to insurance or giving them a superbill?

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  • Ayelette

    Hi Katharine,

    If you're seeing two family members together in a two-person session, please feel free to use our Enhanced Client Management for Couples feature. This will allow you to schedule appointments with them together, add notes for their combined sessions, and share the billing. With this feature, each person only sees the documentation that you have shared directly with them.

    When you add a Contact to a client's profile, that allows the contact to receive appointment reminders for the client and to see appointments and billing information, depending on the settings you enable, but you will not be able to enter clinical documentation for the contact or set up a group Telehealth session.

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  • Susan Robens

    Katharine,

    I also have a family of adult siblings.  So far, I've created a family intake form with the 'person of contact' as the main contact information, email and payments.  I've listed under the main contact, the other contact(s) information.  This works for me becaue I am not seeing anyone on an individual basis.  My notes are quite long because there are 5 siblings and parents.  This is the only way that I could think about doing this, being that it is a family unit/system.  So far, so good!

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  • Katharine Petzold

    Thank you, Ayelette and Susan!

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