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Sending documents to client

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Monica Boyd

Can I send a document to the client monthly for them to review? Or is sending documents limited to their initial intake?

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19 comments

Date Votes
  • Gillian

    Hi Monica, you can send documents to clients at any time through the Share button on their chart. 

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  • Trudi Hanks

    How do I re-send the docs for intake. The client said they did not get the email. Also, I did re-send the portal link. Why does this activity not show. Therefore, I don't know if the client recieved the new link.

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  • Lucila

    Hi Trudi, you can go to the Activity page to view if a document was sent. You can also view if a document was sent by going to the Shared With Client box in the left hand column of the client's file. 

    You can resend a client documents by navigating to the Shared With Client box and deleting the documents that you would like to resend. You can delete the documents by clicking the X. Once the documents are deleted, you can click Share New and check the documents you would like to resend. For detailed information on how to do this, please refer to this Help Center guide: How to share documents with existing clients.

     

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  • Amanda O'Neill

    This is the second time in two weeks that I have had the same issue.  Emails to the patients are stating rejected.  However, the email address is good because I sent the same patient an email via Gmail. What is the issue?

     

     

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  • Gillian

    Hi Amanda, because this is specific to your account and the client, a member of the Success team will reach out to you privately to assist.

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  • Patricia Grego

    An Email with intake documents were "rejected' for a MAC.com address.  However, the email address is good because I sent the same patient an email via Gmail. What is the issue?

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  • Gillian

    Hi Patricia, our Success team would be happy to look into it. A member of our team will reach out to assist shortly. 

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  • Sandee Nebel

    Hello - My new client accessed the portal and filled in documents TWICE. She was unable to click SEND and CLOSE. A red circle with a line through it came up. She shared her screen with me and I saw this to be true. (She is in IT)

     

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  • Gillian

    Hi Sandee, we'd be happy to help with this. First, suggest to your client that she clear her cache and cookies. Next, have her try again. If this issue persists, please reach out through the ? bubble so the Success team can investigate. - Gillian  

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  • Charmaine Dockett

    Can you send bulk mailing to clients such as used in constant contact?

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  • Gillian

    Hi Charmaine, it is not currently possible to send a mass email to clients via SimplePractice to safeguard against the possibility of sending PHI in a mass email.

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  • Amanda Salatin

    I have a client that has asked for a copy of his intake for his attorney. Is there a way for me to share this with him securely via Simple Practice?

     

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  • Gillian

    Hi Amanda, sure thing. Simply open the Intake from his Overview page, hit Print, and save it as a PDF. Then, upload it to the Uploaded Files section of the client's chart, and hit Share to share it with the client securely through the Portal. 

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  • Odalys Valencia

    Good Afternoon.

    How can I add a document from my computer like a (therapeutic excersise or another questionary to my documents. Them, I can use at any moment with any client?. I just see the way that you go to specific client and download the document from your computer. It is the only way?

     

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  • Gillian

    Happy to help, Odalys. You can upload documents as Consent Forms (read-and-sign) or downloadable PDFs for your whole caseload under My Account > Settings > Client Portal > Shared Documents and Files. Then, you can share the document with clients through the Share button on their Overview page.

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  • Keelan Quinn

    Hi Gillian, 

    In response to your response to Odalys above:  What if I want to share a confidential document (i.e.,g psychological report) with one specific client?  If I upload it by going to My Account >Setting?Client Portal>Shared Documents and Files, would my entire practice then have access that document?  I'm looking to share individual client documents to individual clients without the rest of my practice having access to it.   

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  • Gillian

    Hi Keelan, happy to help. If the client document is specific to the client, you can upload it on their Overview page under Uploaded Files, then share it with the client through the Share button.

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  • Cere Fingerhut

    How do we share assessments with patients?  That does not appear to be an option for "share with?"

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  • Ruth

    Hi Cere - If you'd like your client to fill out an Assessment Template, you'll want to change the template type to Intake Form in Settings > Notes and Forms. Click on the relevant Assessment, then use the dropdown menu to change the template type to Intake Form. This way your client can fill it out electronically. If you'd like to send them an assessment you've already filled out for them on their Overview page, you'll want to download the Assessment and reupload it to the client's file, by clicking Upload to the top right. Finally, click the Share button to the top right and send the uploaded Assessment to your client. 

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