Request for Client information from another therapist
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Hello!  I am new to this platform and recently got a request from one of my old client's.  They are seeing a new therapist and that therapist asked for my client's file.  How do I send that information to them now that it is all on this platform?

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    Lindsay

    Hi Stephanie,

    I hope you had a nice weekend.  Currently you are not able to email third parties with SimplePractice.  You can only message with clients and team members, and share documents to the client's Client Portal..

    Our Data Export tool will allow you to export everything related to this client, from session notes, treatment plans to insurance claims.

    You'll want to select the specific client and perform a "Complete" export, which will provide you with a neatly organized set of folders and PDFs. You can follow the steps for completing the export here: Data export: Exporting client information

    Please let me know if you have any other questions, and I'll be happy to help.

    Hi Stephanie,

    I hope you had a nice weekend.  Currently you are not able to email third parties with SimplePractice.  You can only message with clients and team members, and share documents to the client's Client Portal..

    Our Data Export tool will allow you to export everything related to this client, from session notes, treatment plans to insurance claims.

    You'll want to select the specific client and perform a "Complete" export, which will provide you with a neatly organized set of folders and PDFs. You can follow the steps for completing the export here: Data export: Exporting client information

    Please let me know if you have any other questions, and I'll be happy to help.