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Client Portal: How do I send link to client

Answered

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24 comments

  • Gillian

    Hi Erin, you can find your Client Portal link under My Account > Settings > Client Portal. You can share this link with clients in a quick Secure Message so clients can easily access the Portal. Some of our customers choose to add a link to their Portal in their email signatures and on their website so the Client Portal link is easy for clients to locate. 

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  • Erin Frazier-Maskiell

    Thank you Gillian ! (how the heck do you respoind to all these inquiries so quickly? - super woman) lol. 

     

    How would we add that link to our practice email? 

     

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  • Gillian

    Hi Erin, happy to help. If you use email outside of SimplePractice you can simply add the Client Portal link under My Account > Settings > Client Portal to your email signature. Or, you can edit the Client Portal Emails under My Account > Settings > Client Portal > Emails to add your Client Portal link for easy access.

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  • Erika Gray

    Hi,

     

    I would like to know if there's a way we can send an invite link (video call) to clients via text messages. Many of my clients only have access using their cell phones.

     

     

    Thank you,

     

    Erika

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  • Sarah Thompson

    Gillian... I am a clinician set up by our practice mgr and am told I have "Full Client Access" in my team settings. I DO NOT see Client Portal under My Account, Settings. I only see Basic Info, Notifications and Calendar in the left margin of Settings. 

     

    Am I looking in the wrong place?  Or do my settings need to be changed by the administrator?

     

    Thank you!

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  • Teri Karjala

    Sorry about that Sarah T... I'm looking in your team member settings and cannot figure out how your and the other's access or settings need to change in order to see/edit/save your client portal url. 

    Hopefully we get an answer here soon!

    Teri

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  • Gillian

    Erika, happy to help. All you need to do is click the appointment on the Calendar, click "Copy Link," and text it to clients outside of SimplePractice. SimplePractice cannot currently send text messages automatically that include the Video URL. 

    Teri, all you need to do is adjust Sarah's access to Clinician with Administrator Access for her to access the Client Portal settings.

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  • Teri Karjala

    Gillian... the reason I wanted all our therapists to have access to their client portal was so they could Save/Copy their client portal url.

    I just realized there is can only be 1 Client Portal url - and I set it yesterday to MY OWN First-Last name. Oops. #FacePalm I thought each therapist sets/has their own client portal  url. 

    Learning as I go... we're newer to SP.  

    Is there any way for me or SP to change my Client Portal url? Logically, it should have our Company Name in the url vs one of our therapist's name.

    Any direction would would be awesome. Thx!

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  • Dorlene E. Dowl, LLC

    I am set up to receive payments. How do I send a client a notification/portal link to pay?

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  • Lynn Victory

    I seem to only be able to access a "share link" on the website login.  I cannot find the same function on my app?  What am I missing?

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  • Carol Lee MEd., LPC, NCC

    I currently have 3 siblings all with different last names.  I would like to connect them.  Can I ?  Also the parent received the link for filling out the documents but for some reason hasn't received a link for the other two.  How can I fix it?

    Thank you

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  • Kira Ruben

    How can I share a link to my client portal on other websites- such as Psychology today? 

     

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  • Marsha R. Mudrey

    Sent new C email with intake documents. She indicated that her link expired and needs a new one in order to access documents. How do I help her with this? The system is not allowing me to re-send the documents!? Please HELP!

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  • Erica Kelley, MA,LPC,CRC,LBSW

    Sent new C email with intake documents. He indicated that the link expired and needs a new one in order to access documents. How do I help her with this? The system is not allowing me to re-send the documents!? Please HELP!

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  • Sharon E. Prager

    @Gillian

    we are having the same problem the pin code is useless without the link to the portal. Where do we find the link to the portal

     

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  • Gillian

    Hi everyone, thanks for your patience. 

    Teri, our team can reset your Client Portal URL for you. Just reach out to the team through the ? bubble in your SimplePractice account. 

    Dorlene, you can send your client a quick Secure Message that directs them to the Portal to pay for their appointments. 

    Lynn, clients receive a link to the Portal any time they receive a new Portal document or Secure Message. The "Share Link" button on the Calendar appointment actually shares a link to their next scheduled Telehealth session, and not the Portal. You can send a Secure Message to the client to direct them to the Portal. 

    Carol, you can connect your clients as Contacts for each other, or add the parent(s) as Contacts for them, under Edit Details > Contacts on the clients' Overview page. 

    Kira, you can find and copy the link to your Portal under My Account > Settings > Client Portal. You can then add it to your practice website or to your profile on directories like Psychology Today. 

    Marsha, the client can click "Request new Sign In link" to get a new link to access the Portal. 

    Sharon, you can find the link to the Portal under My Account > Settings > Client Portal. This link is the same for all of your clients. 

    Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help.

     

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  • Naomi Blake

    Hello,

    I sent some forms to a client.  They reported they did not receive them, and I want to resend the forms.  How do I do it?  Thanks

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  • Ruth

    Hi Naomi, you can go to your client's file, navigate to the SHARED WITH CLIENT box to the right, then click the X icon next to the forms you'd like to resend. Now click the Share New link in the SHARED WITH CLIENT box to share the forms again! Here's a great guide on this process: https://support.simplepractice.com/hc/en-us/articles/207925943-Sending-intake-forms-and-documents-to-clients#whatifinee !

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  • Sheila Mulvihill, LMFT

    Is there a way to send a client a link to complete a form? I have my insurance form that clients complete and goes directly to my biller. How can I attach that link somehow where they can click on the weblink and can navigate to the form they need to fill out? I have tried adding the link in a consent form and intake form and the link shows up but you are unable to click on it to take you to the URL page. Any suggestions??? 

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  • Ruth

    Hi Sheila, you can send your client a Secure Message by clicking on the messaging icon to the top right of their client file and typing in the website for this online form. The website will be hyperlinked in the Secure Message. Your clients will get an email notification with a login link that they can use to view the message and access your online insurance form. You can also choose to include insurance information in your Demographics Information Form and add your Biller as a Team Member for free, if you're on the Professional Plan. This way your client won't have to navigate to another website to fill out additional information. To include insurance on your Demographics Form, go to Settings > Client Portal > Shared Documents and Files, scroll down and check the box to "Include Insurance." Billers and Schedulers in SimplePractice can see clients' Insurance Information. To add your Biller as a team member, go to Settings > Team Members > Add Team Member. Hope that helps! 

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  • Vonne Yardley

    I have a mother and 3 kids as clients.  I need to use the mother's email for all of the portals. please address how I merge these, using the mother's email address

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  • Tim Bennett

    How do I resend a client the portal link?  I do not see a resent invitation button.

     

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  • Eric Jones

    How do I get assistance on how to send a link to client portal for existing client? Not following what's been posted.

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  • Carmen G. Vasto, MA LPC ACS

    How do I find the client portal link to send it to my client?

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