Client portal email
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Is there a way for the initial client portal email to have the parent's name if the client is a minor?   I have looked and cannot see anything to change this to a parent rather than the minor.  

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    Gillian

    Hi Cody, currently, the Client Portal welcome emails use the client's name instead of the parent's if the client is a minor. You can adjust this in the email before sending it, or edit your greeting to be more general (i.e. "Hi there,") under My Account > Settings > Client Portal > Emails. Our upcoming update to Client Portal access for guardians and parents will include the parent's name in emails - we're looking forward to releasing this enhancement to SimplePractice soon.

    Hi Cody, currently, the Client Portal welcome emails use the client's name instead of the parent's if the client is a minor. You can adjust this in the email before sending it, or edit your greeting to be more general (i.e. "Hi there,") under My Account > Settings > Client Portal > Emails. Our upcoming update to Client Portal access for guardians and parents will include the parent's name in emails - we're looking forward to releasing this enhancement to SimplePractice soon.

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    Betsy Fredrickson, LCSW, LSCSW

    Currently, the email for minors gets auto generated and is the same email I send to new adult clients.  Is there a way to have the auto generated email be the one that goes to the parents of the minor vs the minor without cutting and pasting?  I currently copy and paste but it is a pain when I am on the phone getting the identifying information with the parent.  

    Currently, the email for minors gets auto generated and is the same email I send to new adult clients.  Is there a way to have the auto generated email be the one that goes to the parents of the minor vs the minor without cutting and pasting?  I currently copy and paste but it is a pain when I am on the phone getting the identifying information with the parent.  

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    Gillian

    Happy to help, Betsy. This is not currently a feature of SimplePractice. 

    Happy to help, Betsy. This is not currently a feature of SimplePractice.