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Demographics Form Required Fields

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Karen Eggers

Is there a way to set ALL of the fields (answers) on the Demographic Form to be REQUIRED?  Especially those fields that are populating CMS forms for insurance claim submission, and necessary to file claims.

Also, clients update their demographics information directly through their login portal?--- It would be helpful to have those updates/edits by the client pended while the SP system notifies the administrator (similar to that of a secure message) via email of those changes.  Then suggested updates from client can be acknowledged, reviewed and accepted into the record.

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Comments

13 comments

Date Votes
  • Sarah J. Carroll

    I want to know this too! Now that I'm doing more virtual visits, I'd like to require an emergency contact 

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  • Gillian

    Hi all, apologies for our delayed response - our Success team reached out to Karen privately to assist, and it looks like we missed responding to this post. There's not currently a way to set the fields on the Demographic Form to be required, but we're always welcoming suggestions for SimplePractice on our Ideas board at simplepractice.uservoice.com. 

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  • David Glaser, LCSW

    It would also be great if there was a place on the demographic form for people to put who they want their Superbills to be made out to. Especially for people who works with kids and teens.

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  • Piave P. Lake

    I'd love to have a field with pharmacy info

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  • Gillian

    Thanks for your suggestions, everyone. You can add your suggestions and vote for the ideas of your colleagues at simplepractice.uservoice.com.

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  • Eric Unruh

    Yes, PLEASE make a way to set ALL of the fields (answers) on the Demographic Form to be REQUIRED.  This would save so much time so I don't need to contact each client to get necessary information to bill insurance.

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  • Erik Newman

    Yes, please allow us to make these fields required. I often don't realize when they're not completed, and then I don't have the info I need to file an insurance claim. At minimum, that information should be required.

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  • Glen Blaschke

    I would love this to be required as well so we can mail Thank You Cards to all Clients. 

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  • Cheri L. Riley

    I'm trying to find out if there is a required place for the client to put a social security number. I have found out that "collections" needs a social security number to collect bad debts. Thank you, cheri r.

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  • Ayelette

    Hi everyone,

    As Gillian described, if you have a moment, I definitely encourage you to vote or comment on this Make certain demographic information mandatory idea on our Ideas & Suggestions board. Our product team regularly reviews the ideas on this board as part of our development process.

    Our Demographic Information form does not currently request a client's social security number. However, you can create your own customized intake form requesting this information and requiring that this question be answered. To learn more, feel free to check out this Help Center guide: My Notes and Forms: Creating customized client intake and progress note templates.

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  • Dr. Andrea Cuva

    In creating any form, it would be a great advantage to use the same "Column Header" in our questions that you use in you database. Is there a way for you to provide us with these words or could you design these forms that only use your database "Column Headers"

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  • Dr. LaVerne M. Dowling

    Can the client address be a required field for the demographics? 

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  • Ruth

    Hi Dr. Cuva, you can add Section Headers to forms you create through SimplePractice, or any forms you'd like to customize in SimplePractice. Go to Settings > Notes & Forms and click on an existing form to edit it, or click +Create New Template. Next, click the Add New button at the bottom of the editable template. When selecting a question type, you can choose the Section Header option. 

    LaVerne, currently there's no way to edit the Demographics Form, which includes the ability to make a form field required. The reason for this is that the Demographics Form directly populates into a client's file when it's filled out, so no adjustments can be made. You can always create a custom template in Settings > Notes & Forms > +Create New Template and require an answer for any of the questions you add. Although, any form you create won't populate into the client's file the way the Demographics Form would. 

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