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Secure Messaging

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4 comments

  • Mariana

    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 boardplease 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

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  • Greg Kiper

    Any way to add an attachment in secure messaging?

     

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  • Stan Tatkin

    Will there be a way to message partners in a couple simultaneously?

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  • Melissa Johnson

    Can you print and/or save secure messages? I need them to be part of the record. 

     

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