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Required Field Validation

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Marc Uecker

I am having a problem with clients not filling out the intake forms through the client portal.  Some clients fill in the required fields correctly, and others don't.  About 75% of our clients do not fill the forms in completely, or incorrectly.  This takes a lot of time correcting these errors.  It also keeps us from easily doing benefit checks.

Does Simple Practice have a required fields validator?  If the client leaves fields open, they will get an error message and not be able to continue.

 

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8 comments

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  • Gillian

    Hi Marc, I'd be happy to help with this question. SimplePractice does offer a feature that makes questions on Intake Forms required. To use it, visit My Account > Settings > Notes and Forms, click on the Intake Form(s) you use to edit them, then click each question. You'll notice the "Require Answer" checkbox at the bottom. When you check this checkbox, the client must answer the question to complete the form. 

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  • Marc Uecker

    The intake form has all the required fields marked with an asterisk.  We did this when we set things up.  I tried it out and I couldn't complete the form with blank fields.  However, clients have been able to submit the form without it being completed.

    Thoughts?

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  • Gillian

    Hi Marc, because this is specific to your account, it's best that we look into it in depth with the Success team. A member of the Success team will reach out to you today to get more information and assist with your question.

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  • Kareem Puranda

    Hello,

    I am having the same issue. Clients can view the intake form and decide not to complete it. Totally defeats the purpose of having this in place prior to the session. Is there a way to make completing the intake form a requirement? OR a required form totally?

     

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  • Gillian

    Hi Kareem, I'd be happy to help. SimplePractice's Note and Form Templates allow you to mark questions as Required. To set this up, visit My Account > Settings > Notes and Forms, click on the Intake Form you'd like to edit, then click each question. You'll notice the "Require Answer" checkbox at the bottom. When you check this checkbox, the client must answer the question to complete the form. 

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  • Kate Manchester

    Is there a way to see a list of clients whose intake forms were sent - but haven't filled them out yet?

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  • Ruth

    There sure is! Go to your Reminders tab to find the "You have X amount of clients that did not complete document requests" section, click the downward arrow to it's right to expand the list. Here, you'll see all the clients you've sent documents to that haven't completed them! 

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  • Bryan Cordes

    Hi, I was wondering if there is the option to make the insurance Plan ID a required field.  Many of the clients don't complete that portion when they're filling out their intake paperwork, and sometimes the back and forth of obtaining that information prior to benefit verification delays the start of treatment.  Thanks.

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