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Do you have Docusign capabilities?

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3 comments

  • Bonnie McKeegan

    Yes, Simple Practice has e-signature. You can modify and add your own version of forms. Plus, you can share .pdf documents. It works really well and that is a primary reason I chose SP.

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  • Karen Perez

    What is the process for initiating e-signature through Simple Practice  ?  Thanks

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  • Gillian

    Hi Karen, happy to help. Here's a guide on setting up your Client Portal so clients can eSign documents: https://support.simplepractice.com/hc/en-us/articles/207925883-Setting-up-the-Client-Portal

     

    Once your Client Portal is set up and your client has been invited to it, you can Share Consent Forms and Intake Questionnaires through the Share button on the client's Overview page and they can eSign the Consent Forms and fill out their Questionnaires easily. 

     

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

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