Can I upload WORD or PDF?
AnsweredCan I upload my own WORD or PDF file and integrate it with my templates?
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Hi,
I am trying to share a PDF will ALL of my clients. Is adding the document one client at a time the only way to do this?
In light of recent events, all clients are being notified of certain changes and I cannot imagine I need to spend the time to send the document to each one of my clients. Please advise.
Thank you.
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Hi Christine, if you'd like for your clients to be able to fill out the assessment via the Portal you'll want to create a custom Intake Form for the assessment. Here's a guide on how: https://support.simplepractice.com/hc/en-us/articles/360000188623-My-Notes-and-Forms-Creating-customized-client-intake-and-progress-note-templates
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Hi Crystal, happy to help. SimplePractice actually already features a built-in Demographic Form that collects demographic information on clients and auto-populates it into their chart. To view the form and customize it (you have the option to add fields for Gender Identity and Insurance), visit My Account > Settings > Client Portal > Shared Documents and Files. To send it to a client, click the Share button on the client's Overview page.
Clients can easily upload documents to the Portal using our new Client Document Upload feature. To activate the feature, visit My Account > Settings > Client Portal and toggle the feature on using the toggle button. Then, clients can visit the Documents tab of their Client Portal to upload their insurance cards, IDs, and any other files they need to share with you securely.
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Hi Brian and Sharon - I can certainly explain where you'd find documents that you've uploaded to share with clients. I'll go over how to delete previously added documents and how to add new ones.
1. Go to My Account > Settings > Client Portal > Shared Documents and Files
2. Scroll down to the Files Read Only section
3. Click +Downloadable File to upload a document from your computer.
4. To remove any of the documents listed from being automatically included in your Intake Packet, uncheck the box under "INCLUDED."
5. To delete any of these documents, hit the Delete link to the far right.
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Hi Marsha - If you'd like your clients to fill out and sign a form, or document electronically through SimplePractice, you'll want to create it using our template builder. You can customize a form in our Template Library, or start from scratch.
Here are some guides you may find helpful along the way:
How to use the Template Library
My Notes and Forms: Creating customized client intake and progress note templates
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Hi Amy, there sure is! Go to the client's file, navigate to the UPLOADED FILES box to the bottom right and click on any of the links to generate a PDF of an uploaded document. If the document was uploaded by the client, through their Client Portal, you can do the same thing in the CLIENT UPLOADS box underneath.
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