Separate Account for Wait List
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I have a group of 7 providers.  I am considering opening a separate clinical account to "hold" data about each "waiting client".  Once there is an opening, the client could easily be moved to the provider's account.   Would this option actually work (since I'm new to SP)?   Any thoughts? Other ideas? 

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    Gillian

    Happy to help, Barbara. Clients cannot be transferred from one SimplePractice account to another currently. However, many SimplePractice customers simply create a client called Wait List and add waitlisted client information to the Overview page as Chart Notes. While we continue to work on our Wait List feature, this is an excellent way to keep your waitlisted client's information in SimplePractice in chronological order and in a fully HIPAA compliant manner.

    Happy to help, Barbara. Clients cannot be transferred from one SimplePractice account to another currently. However, many SimplePractice customers simply create a client called Wait List and add waitlisted client information to the Overview page as Chart Notes. While we continue to work on our Wait List feature, this is an excellent way to keep your waitlisted client's information in SimplePractice in chronological order and in a fully HIPAA compliant manner.

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    Kathleen Howey Murphy

    Love that idea, Gillian! It never occurred to me to try that. Yes, I vote for a waitlist feature too!

    Love that idea, Gillian! It never occurred to me to try that. Yes, I vote for a waitlist feature too!