Creating E-Mail Messages to Send Out
Answered
Hi there,
Is it possible for me to create a variety of e-mail messages that I will then send out to new clients. In other words, I'd like to be able to pick a particular standard e-mail message that I create and then send it to the new client. Depending on the service the client is requesting, I'd like to have the option of having about 5-8 different sample message to send out. Is it possible to create these messages and have them available to me in SimplePractice to choose from when it's time to send a message to a new client?
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Hi Jason, I'd be happy to help with this. You can find all of the emails that are sent to clients under My Account > Settings > Client Portal > Emails. It's important to note that you can't choose which you'd like to send based on the service - however, you can always edit them before sending them to suit your needs.
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Hi Gillian,
I wanted to follow up on this and find out if I can view a previously sent email. I sent out a shared doc to a client and typed up a custom email that I now want to see, but I can't find any record of it. I can see in my activity that the shared doc was sent, but I can't view the actual email. Is that saved somewhere?
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It would be a huge help if we could send a follow up email to new clients after the first session. This would help with client feedback and retention. It would be great if there were a variety of standard emails we could chose, customize, save, and send. Remember, the more Simplepractice helps therapists thrive, the more you will get back in return. Please consider adding! Thanks
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Hi Gayle, you can send the client a Portal invitation and intake forms in one email easily either when you add the client to SimplePractice or through the Share button on their Overview page after they've been entered into SimplePractice. Please don't hesitate to reach out if I can assist further with this.
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Hi Natalia, to remove a Shared questionnaire and send a new one, simply visit the client's Overview page. Then, click the X button next to the incorrect intake forum under Shared with Client. Then, click the Share button on the Overview page to select and send the correct intake form.
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There is an automatic email called "Video Appointment Confirmation with Documents" - under what circumstances does that go out? I made a video appointment for a new patient and wanted to send them intake documents. It seems the email that went out was just an invitation to the client portal w/docs. That is, the appointment confirmation did not go out, it seems. Since I can't see the text of the email then I can't be sure. Please advise.
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Gillian,
I would like for patients to receive the Appointment Confirmation with Documents email when I book them for an initial appointment, specifically when I do it myself. I don't allow patients to self-book initial appointments. Your use case for this email is impractical for me (and likely many other providers). Can this be a feature request? Thank you.
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Hi David, this is not currently a feature of SimplePractice. However, we do have some customers who add their professional contacts to SimplePractice as Clients so that they can use Secure Messaging and receive uploaded documents from other clinicians, lawyers, or social workers. Let me know if you'd like more information on how to set that up.
Anna, I'll be sure to pass this request along to our Product team.
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I have read articles in the help section but wanting to send out an email to all my current clients offering them telehealth. Is there a template already created or what do I need to do. I understand their settings need to be set to email reminders but can I send them all at once? Thank you, Kathleen
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Hi Kathleen, we'd be happy to help. We created this template for you to use to communicate to your clients about best practices for COVID-19 which encourages the use of Telehealth. You can make a copy and customize it for your needs here: https://docs.google.com/document/d/1KaMgo5FXkYml0ThILDF53MKO-smjsAiGiU5zCLAkegg/copy
Then, you can upload the template as a PDF under My Account > Settings > Client Portal > Shared Documents and Files and share it with clients through the Share button. Alternatively, you can add the template to your website, and send clients a quick Secure Message encouraging them to review the letter on your website. -
Hi Lisa, you can send a client a secure, HIPAA compliant message using our Secure Messaging feature. Just click the chat bubble at the top of your SimplePractice Calendar, select the client you'd like to message, and type your message. Then, hit Send. The client will receive an email notifying them of the new message, which they can view and respond to in their Client Portal.
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Charlene, Secure Messages will send the client an email notifying them of the new message. Then, they can click a link to go to the Portal and read the message.
Jessica, you can upload these to the Uploaded Files section of the client's chart, then use the Share button on their Overview page to share the file with them.
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Good Morning,
I am have had several clients tell me when they go to access something in the portal - such as a link I sent through messages - that they are told the message has timed out and they cannot access it.
I also have experienced a problem when I send intake forms for the first time to a client and they don't sign in immediately. They are then told their portal link has timed out.
1. How long can my clients access messages I send through the portal? Is there a way messages stay for them to return to later?
2. How soon does the initial portal link expire after I send it to a client?
Thanks,
Wendy C.
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