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Periodic Reminder to the Clinican for Re-evaluations




  • Gillian

    Hi there, thank you for the suggestion on how to make SimplePractice even better. One way you may consider tracking this is in an Administrative Note on the client's chart, which you can edit to count down to the number of sessions left until a re-eval visit is needed.

    Additionally, some of our customers use Other appointment types as "sticky notes" on their Calendars to remind them of important dates, i.e. the end date of a particular client's Treatment Plan (keep in mind that Other appointments will remove Availability on your Online Booking Calendar). 

    You're welcome to post your suggestions on our Ideas board at as well! 

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  • Deena Seifert

    Gillian,how do we use the count down feature in the Admin note?

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  • Ruth

    Hi Deena - I can clarify what Gillian was referring to. There isn't a feature per-se that will count-down sessions for you. Rather, you'll want to use the Administrative Note as a reference and adjust the number of sessions manually every time you hold a session with the client. 

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  • Mara Trafficante

    So to clarify, SimplePractice does not have an "alert" function where you can set a date, say 5 months in the future, that will alert the clinician that a progress report is due?



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  • Ayelette

    Hi Mara,

    That's exactly right. SimplePractice does not currently have a feature to set your own reminders for future action items.

    However, I invite you to post this idea on our Ideas & Suggestions Board. Posting on this board means that members of our Product Team, as well as all members of our Community, have transparent access to review your suggestion. This board is one of our most important resources for understanding which features will have the most value for our community.

    If you're curious, here's more information about how a customer idea can become a SimplePractice feature: Customer feedback: How a customer idea can become a feature in SimplePractice.

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