Is there a way for secure messaging to be automatically selected as a default in clients' portals upon creating a new client? It seems cumbersome to have to edit this setting for each client. It would be helpful if all clients could have the function automatically enabled, and I could adjust the setting in the event I did not want that client to have access to secure messaging for some reason. Thank you!
Community
Hi Catherine,
I'd be happy to clarify your question regarding automatically enabling secure messaging as a default for a new client.
We don't currently have a way to do this. You'll have to manually enable Secure Messaging on your client's profile after you create them. To do this, go to your client's Overview page and click Edit > Client Portal. Then, check Use secure messaging.
I'd like to invite you to take a look at this link in our Ideas and Suggestions board, please feel free to comment and vote for this suggestion.
Posting on our Ideas and Suggestions board means that members of our Product Team, as well as all members of our Community, have transparent access to review and vote on your suggestion. This board is one of our most important resources for understanding which features will have the most value for our community.
Want to keep track of our current plans and priorities?
You can see them on our regularly updatedSimplePractice Product Roadmap
Hi Catherine,
I'd be happy to clarify your question regarding automatically enabling secure messaging as a default for a new client.
We don't currently have a way to do this. You'll have to manually enable Secure Messaging on your client's profile after you create them. To do this, go to your client's Overview page and click Edit > Client Portal. Then, check Use secure messaging.
I'd like to invite you to take a look at this link in our Ideas and Suggestions board, please feel free to comment and vote for this suggestion.
Posting on our Ideas and Suggestions board means that members of our Product Team, as well as all members of our Community, have transparent access to review and vote on your suggestion. This board is one of our most important resources for understanding which features will have the most value for our community.
Want to keep track of our current plans and priorities?
You can see them on our regularly updatedSimplePractice Product Roadmap
Any way to add an attachment in secure messaging?
Any way to add an attachment in secure messaging?
Will there be a way to message partners in a couple simultaneously?
Will there be a way to message partners in a couple simultaneously?
Can you print and/or save secure messages? I need them to be part of the record.
Can you print and/or save secure messages? I need them to be part of the record.