Appointment Reminders for Couples and Families - Minors
Answered
Our practitioners want couples and families kept together, under one record, in SP. This has presented a difficult situation for appointment reminders. Sometimes, when a couple checks out, they may make as many as three different appointments, one for the wife, one for the husband and one as a couple. So, there's no way, to my knowledge, to simply toggle off the appointment reminder for one of the individuals in the couple. Anybody else deal with this? How do you handle that situation. Same question for family therapy when different people in the unit come in for multiple, separate sessions.
Secondarily, for minor clients, who are 16 and older, who gets the appointment reminder? The minor or the parent or both?
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Official comment
Hi Kimberly,
In the current functionality of SimplePractice, it's best to add each family member as a separate client in your account in order to ensure that each receives the correct individual reminder when appropriate.
You can connect couples appointments using the couples appointment feature when they are seen together and they will receive their own appointment reminders when scheduled separately: Creating couples appointments
When families are scheduled for a group appointment, it's best to schedule simultaneous individual appointments: Creating group and family appointments
In the case of minor clients, you can select which phone number you would like reminders to be sent to from their Client Info settings:
Our Product Team are developing a feature that will enable you to connect families and groups together. You can find more information about this feature and track our development progress on the Product Roadmap: SimplePractice Product Roadmap
Please let us know if you have additional questions and we'll be happy to help.
Comment actions -
I have a minor whose parents are divorced. Each parent wants their own consent forms. How can I send consent forms to each of them through the portal separately? Additionally one parent is financially responsible for the sessions. Is there a way to tie billing and invoices to the email of one parent, vs. having it sent to client or/and parent #2?
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Hi Everyone, we're now able to support sessions with 3 participants, typically two clients and a clinician! To do this, you can either create a Couple Client Profile and enable email reminders for each member of the couple from their joint file > Edit > Clients > Edit Appointment Reminders > Enable Email Reminders. You can also manually share the link by clicking the appointment in the Calendar > Share Link > Copy Link and send it outside of SimplePractice to the people you'd like to join the session!
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Hi Eric,
Happy to help! Make sure that the email address for the mother isn't entered in either son's Client Info tab, or Client Portal tab. Go to the first son's file > Edit, if the mother's email address is listed under Emails, uncheck the boxes to "Send email reminders" and "Email ok." Navigate to the Client Portal tab and click the Disable Access button at the bottom, if Client Portal access was granted with the mother's email address. Now, go to the Contacts tab, add the mother as a Contact. If you've already added her > Manage > Edit Appointment Reminders and enable email reminders with the mother's email address as a Contact, not as the client.
Go to the second son's client file > Edit > uncheck the boxes for email reminders and "Email ok." Go to their Client Portal tab > Disable Access. Go to the Contacts tab, if the mom is already added > Manage > Remove Contact. Now, click +Add Contact, use the search bar to find the mom and add her from the pre-existing, linked Contact you just entered for the other son/ brother. When you've added the Contact > Manage > Edit Appointment Reminders > Send email reminders. If you need any additional assistance, please submit an email Help Request to our Customer Success Team so they can investigate your clients' settings!
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