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Client Survey

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13 comments

  • Gillian

    Hi Elana, this is a great question. One thing to note is that it may not be HIPAA compliant to send mass emails to clients unless they've specifically opted-in to receiving emails or newsletters from you. I look forward to seeing what the community might be able to share with you.

    At SimplePractice, we use a satisfaction survey called NPS - this is a 11-point scale question that asks the customer "How likely are you to recommend [service] to a friend or colleague?" You may want to do some research on NPS and see if that's a good fit for your practice. 

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  • Michele Hahn

    HI Gillian, Where would I find the NPS? Thanks!

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  • Gillian

    Hi Michele, the NPS is not currently in the SimplePractice Template Library. However, you can build your own version under My Account > Settings > Notes and Forms. Here's an article with more information on NPS: https://blog.hubspot.com/service/what-is-nps

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  • Nikki Magliaro

    Is there any way to have Simple Practice automatically send an NPS survey to clients after their initial appointment with the practice? 

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  • Dr. Kareem Puranda

    @nikki magliaro

    This is a good questions. I hope SP can make this happen

    It would be very beneficial to the therapist/practice.

     

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  • The Healing Clinics

    I am curious about the automated survey also. Email Automation triggered by certain actions would be a great asset for Simple Practice to offer, especially since exporting contacts to a useable format for other platforms is almost impossible at best and extremely complicated and labor-intensive at worst! Can we get an answer Simple Practice?

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  • Jennifer Feagley

    The option for an automated survey to be sent after a client session would be an amazing addition to Simple Practice.  I don't believe it would need to be extensive - maybe an option for a five-question survey with a comment section.  

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  • Holly Smevog

    I am looking for this as well! 

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  • Aaron Engel

    Me too. An option to make it anonymous would be best. I know Square has this feature.

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  • Admin Team Megan Fessler

    Agreed, I would love an automated client satisfaction survey to be sent after an intake or after the first 5 appts. We are currently doing it manually and it's a hassle!

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  • Lawanda Chambers

    It seems that this has been something requested for over 4 years. Simple Practice can you live up to this name by helping us to maintain what is being built. Here are a few things that we need to help all practices, client survey automation with scheduling options, daily, monthly, or quarterly. We also need analytics to track video meeting times to improve quality and integrity for ethical practicing continuity, and a suspend button for therapist who may be on maternity/paternity leave, sabbatical, sick, investigations etc. All in all we need some updates in this ever moving world of counseling.

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  • Lakesha Roney

    I am also looking for an automated client satisfaction survey to be sent through SimplePractice and bulk or individually. Is this something in the works?

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  • Heather Fite

    I agree, this would be extremely helpful in helping us to improve and maintain great service to our clients. Sometimes they find it much easier to do it through a survey rather than face to face. Thank you in advance for thinking about adding this necessary feature!

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