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Patient Face Sheet for Referrals

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Melissa Bowen

What do you use when making referrals to other clinicians? Would love to have a form within the system to populate the client demographics, and maybe a few other check boxes or paragraph boxes to create a one-sheet referral form. I am an LPC, and find myself needing to give referral forms when I recommend a psychiatrist or psychologist to someone. 

Any templates you all find useful or do you just create as you go?

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Comments

21 comments

Date Votes
  • Linda Reid

    I am also needing to use the demographic face sheet for referrals.  Does anyone know how to get this or have template?

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  • Melissa Bowen

    Hey Linda, I ended up using the function on the client's main page: Create New > Diagnosis & Treatment Plan.  

    I offer my general diagnosis, then used the "Basic" template. It gives you a place to describe goals and objectives. I used that to outline why I was referring.  Then when you download it to fax or send, it has the client info at the top.

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  • Emily Newberry

    I often refer clients to physicians and I would like a function to be able to print their demographics and insurance info (face sheet). There is not a download button on the edit client information screen.

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  • Kathleen Coughlin

    Is there a way to print a sheet that includes clients name, dob, insurance information - a general face sheet for the clients file for billing purposes and emergency contact info???

     

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  • Danielle Miyasato

    Is there any answer about this? I really need a referral form or at least a facesheet to send a referral. 

     

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  • Melissa Bowen

    Hey Danielle, no  official answer really. There are a few options from the Simple Practice Community on the Facebook page; such as exporting the demographic page to an excel spreadsheet, or downloading the whole chart to a pdf. 

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  • Mollie Davis

    This is the most frustrating issue!

     

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  • Linda Reid

    Agreed!

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  • Kirsten Schwehm

    I totally agree with this recommendation - there should be a printable patient demographic/insurance page to use to send a referral to another agency.  Simple Practice, please add this function!

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  • Melissa Bowen

    Hi everyone who replied to this thread about having a "face sheet" option in SimplePractice (an easy way to have one document of info when we refer to outside clinicians). 

    SP now has a feedback site that collects votes and comments on issues that are posted. Here is the link. If anyone wants to vote on this handy option, I think it would be great to have!

    https://simplepractice.uservoice.com/forums/918553-simplepractice-feedback 

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  • Cameron House

    Has anything been done about this issue?

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  • Ruth

    Hi - Thank you all for making such great suggestions on how to create a facesheet from your client files. I'm chiming in with a suggestion of my own, here are my instructions on how to download your client's Overview page to include all the contents of a facesheet.

    1. Go to your client's Overview page, select the Diagnosis & Treatment Plans display option and make sure you're in the Excerpt view (two horizontal dashes instead of three)

    2. Next, use the arrows to the far right of each box in your client's file to include or disclude the information in each box.

    For example, you'll want the arrow pointing upward to include the CLIENT INFO box, INSURANCE INFO box, CONTACTS box, and UPCOMING APPOINTMENTS box. You can disinclude a box by making sure it's corresponding arrow is turned downward. 

    3. Now Print as a PDF and deselect, or uncheck the boxes to include "Backgrounds" and "Headers and Footers." 

    Here is a screenshot of the facesheet I created for my test client: 

    If you'd like to see new, or different, feature introduced for a facesheet, I'd recommend upvoting and contributing to similar posts on our Ideas and Suggestions Board. Thank you Melissa for including a link in this thread, I've also included it here: http://simplepractice.uservoice.com/

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  • Melissa Bowen

    RUTH! This is awesome! Thanks for the screenshot, suggestion, and link!

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  • Scott Grizzle

    Have there been any updates to providing a face sheet with demographic and insurance information for referring to other clinicians? The suggestion above doesn't really provide what I need. I would rather the printout not look like a computer screen, but an actual document with all of the information needed. Thanks! 

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  • Melissa Bowen

    hey friends, here is a link to the SP idea forum site, where you can vote for an official face sheet.

    https://simplepractice.uservoice.com/forums/918553-simplepractice-feedback/suggestions/38948938-printable-face-sheet

     

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  • Sabrina Goshen

    I have followed the links provided and I am still wondering if this issue has been resolved?

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  • Veronica Gonzalez

    I'm looking for this too! 

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  • Julie Ellsworth

    Any updates Simple Practice, on when or if a feature to print and face sheet will be added?

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  • Katie Mallen

    Five years and Simple Practice still hasn't been able to figure this out. Not surprised.

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  • Ashley Gruber

    Also interested...would love included as a template via Simple Practice in their next software update!

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  • Travis Ericksen

    I went to that link and voted for this upgrade. It's critical that we get a printable face sheet for multiple reasons but also to make referrals to outside providers.

    https://feedback.simplepractice.com/forums/940492-notes-documents-and-reports/suggestions/38948938-printable-face-sheet#{toggle_previous_statuses}

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