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How to manage client charts




  • Gillian

    Happy to help, Tammy. Have you had a chance to take our Getting Started with SimplePractice Class? You can sign up at 

    To answer your questions, no, there's no need to download the forms - they go onto the client's chart and are securely stored in the cloud for you under Uploaded Documents. 

    You can add a note to a client's chart without a date of service scheduled using a Chart Note. Just type your note into the text box at the top of the client's Overview page and hit Save. 

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

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  • Alison MacEachern

    I have been in practice part time for years and now going full time, so I signed up with simple practice so that I can manage records and billing better. How do I enter my existing clients without having to send them intake paperwork and without billing an initial assessment? It seems super easy to get new clients going but I am struggling to understand how to get my existing clients information uploaded without going through the steps of the intake process. 

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  • Caroline E. Brewer

    Hi, I am wondering how to send a chart to an insurance company using Simple Practice?  Thank you! 

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  • Charlotte House

    I am also wondering how to send a SP client chart to my client's lawyer, electronically.  Do I set up a 'client portal' to perform this function?

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