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accessing inactive client information

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Michael B. Leach

Hello, I was wondering how I access inactive client information. I have entered clients, and have made them "inactive," but now I can't seem to access these clients at all after having made them "inactive" even if I search for their names. Any suggestions? 

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13 comments

Date Votes
  • Gillian

    Hi Michael! To access inactive client information, go to Clients on the left-hand side of SimplePractice. Then, in the drop-down menu here, select "Inactive Clients." That will show you a list of all of the inactive clients in your SimplePractice account. 

     

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  • Lynlee A. Olivera

    I am still looking for help on how to activate a client in deactivated a month ago, and now want to activate them plus their docs etc.

     

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  • Gillian

    Hi Lynlee! To reactivate an inactive client, first find them under Clients > Inactive Clients. Then, from the client's Overview page, click "View/edit client info" and check the "Active" box at the top of their page. Then, hit Save. That's all you need to do to activate a client. Let me know if you'd like additional assistance!

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  • Karin Bronleewe

    I have reactivated an inactive client who reached out to schedule a session. However, I am not allowed to send them any new forms. Whenever I try to send them forms I get a block that says that email address is already in use.

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  • Karin Bronleewe

    I do not see any record of the previous forms being on file either. 

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  • Ayelette

    Hi Karin,

    We'd be happy to help with this. Because this is specific to your account, I’ve created a help request on your behalf and emailed you for some additional information. Once we have that, one of our team members will look into this issue and follow up with you via email.

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  • Anna Jones

    I don't see anything that says inactive. This is really frustrating that I can't actually talk to someone.

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  • Ayelette

    Hi Anna,

    To view if a client is Active, click Edit beneath their name on their profile and review if the Active client setting is selected, as shown below. If this setting is de-selected, the client is Inactive.

    To search Inactive clients, you can go to your Clients tab and filter by Inactive Clients.

    If you're experiencing any issues with your account, we'd be happy to work with you directly. Please feel free to reach out to us from your account by clicking the blue question mark > Get Help option on the lower right.

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  • Laura A. Thor DMin, LCSW

     Why can't I tap and open "clients" on the left sidebar??? 

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  • Ruth

    Hi Laura, have you cleared your browser cache recently? If not, that could explain why you can't click the Clients tab to the left. Here's how to clear your cache: https://support.simplepractice.com/hc/en-us/articles/207875046-Clearing-your-browser-cache . Also, if you're using an outdated browser version, please update it using these instructions: https://support.simplepractice.com/hc/en-us/articles/360027608812-How-to-set-up-your-browser-for-SimplePractice . If neither of those steps helped, please submit an email Help Request so a member of our team can investigate your account settings specifically. 

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  • Janice T. Buziak-Smith, M.S. CCC-SLP, #6997

    Hello, I have a client who was seen in January 2021 and came off of services for medical reasons.  She is now going to resume services with me.  Is it recommended I (a) reactive the client's account and continue to document in the same chart or  (b) INACTIVE her initial account and set up a new account with new documents.   

    That asked, how do I get new intake paperwork/consents signed for this new treatment?  I am unclear how to re-send the blank forms through the portal (because they've technically already been signed back in January).   Please advise, and thanks! 

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  • Jane Seelye

    Hi, was Janice's question above answered somewhere? If so, please direct me to the response. I also have clients that want to resume services and I have the same questions regarding reactivating the original account or set up a new account? and if I am reactivating the original account, what is the best way to get new documents sent. Please advise, thank you!

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  • Desiree Hedberg

    I recently had a client come back to me and I switched their account to "active" - but all the documents are missing!! Their information is still intact (address, email, phone), but everything else is completely missing! How did this happen? What can I do to make sure these are not completely lost!?

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