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notification for client birthdays

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ginger moriarty

I'd love a feature where SP notifies me of client birthdays so that I can acknowledge the day.

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14 comments

Date Votes
  • Gillian
    • Edited

    Hi Ginger! We're taking feedback on updates to reminders that our customers would like to see in our Ideas Forum here: https://simplepractice.uservoice.com/suggestions/36554275

    Feel free to head there to share your idea. 

    UPDATE: This feature is now available in SimplePractice. Thank you for your suggestions!

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  • Ashley McIlwain

    I second that!!!

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  • Luisa Lohner

    Yes, please! This would negate the use of Mailchimp.

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  • Patricia Fields

    How do I cancel this reminder? It appears to be automatic, but I can't see how to disable this.

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  • Gillian

    Hi all, we're glad you appreciate this new feature, which sends a Reminder a week prior to a client's birthday. Patricia, to cancel the Reminder, you can click X next to it under Reminders or simply ignore it. 

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  • Patricia Fields

    so there is no way to eliminate the reminder from happening in the first place?

    Why is a mandatory system reminder? should be optional. 

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  • Gillian

    Patricia, while there isn't currently a way to customize which Reminders you receive, you can simply dismiss Reminders that aren't helpful for you. We're continuing to make improvements to our Reminders functionality and look forward to making Reminders more customizable in the future. 

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  • Jennifer Hopes

    Can we have customized notification settings??? Seems silly that I can decide to turn off daily email updates on my practice but I can't turn off birthday reminders. I don't need constant reminders of client birthdays and I would really appreciate being able to turn this off. As a therapist that believes in respecting the diversity of clients (i.e. not all clients celebrate birthdays, not all clients have positive memories around birthdays, not all clients want to hear from their therapist on their birthday, etc.) making this feature mandatory and not optional suggests that birthdays are universally celebrated or positive...just something to consider changing.

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  • Gillian

    Hi Jennifer, thank you for your feedback. We're actively working toward making Reminders more customizable in the future, and welcome your suggestions on our Ideas board at simplepractice.uservoice.com.

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  • Pamela Kuras

    I would like to receive client birthday reminders, but can't see how to enable this feature. Can you help? 

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  • Ruth

    Hi Pamela, you don't have to enable this feature! The Reminder will be generated 7 days prior to any active clients' birthdays that you're the Primary Clinician for. You can find a list of all upcoming birthdays in your Reminders tab to the left of your account! The reminder will disappear the day after the client's birthday. 

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  • Michelle Gardiner

    I haven't been receiving client birthday reminders and would like to.  

    Help!

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  • Ruth

    Hi Michelle, the Primary Clinician for a client should get birthday notifications 7 days before their client's birthday in their Reminders tab. If you're not getting birthday reminders for your clients please reach out to our Customer Success Team for further investigation by submitting an email Help Request.

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  • Anastasios Pantelopulos

    Please consider more seriously removing the client birthday reminder as a default setting. PLEASE take into account that as psychotherapists, social workers, and psychiatrists we can be triggered by the reminders of our clients who have passed away in our system while under our care. Imagine being reminded in such an impersonal way as a computer of those who have died by overdose, accidents, and suicide completion. While we always carry these people in our hearts we do have to work with many other people on any given day that this reminder comes up.

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