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Sharing documents with outside providers

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7 comments

  • Heather Berberet

    I was looking for the answer to this questions, as well.

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  • Kerri Watts

    Me too, would be a great addition

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  • Devon Palmanteer

    I am wondering the same. I need to share documents with probation. I was wondering if it would work to set up the third party as a contact and share just the one document to them. I just want to ensure that they would only have access to that one document. I think another option would be to set the third part up as a client and share that way. A little clumsy but it would work. I haven't tried it though. I sent an email to support so I will report back. 

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  • Tony de Cordoba

    I'm wondering this too. I need to share an ROI and a referral letter with a client's psychiatrist. My thought was to set up the psychiatrist as a contact and only share the needed documents, but I wanted to be sure they wouldn't have access to other parts of the client's file.

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  • Devon Palmanteer

    I received a reply. They recommended setting the 3rd party up as a client then sharing the necessary documents to that profile to keep the client's other nfo secure.

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  • Michelle Blum

    Waiting for Simple Practice to chime in. How do I receive records from outside providers securely? Is it true that we really have to set providers up as patients and ask every provider to muddle through the patient portal to figure out how to upload it??

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  • Ruth

    Hi Everyone - I'm here to chime in, sorry that we're a bit late to the game! 

    Since we don't have a BAA agreement, or Terms of Service agreement with these providers, we don't offer customers the capability to send forms to outside providers. We're currently brainstorming ways to implement a feature like this that's HIPAA compliant and secure. If you have thoughts on how we can do this, I'd encourage you to head over to our Ideas and Suggestions Board to comment, upvote and contribute to our collective brainstorm: http://simplepractice.uservoice.com/

    In the meantime, I recommend downloading the ROI and sharing it outside of SimplePractice. I'm going to close this post for comments, but I look forward to hearing from you on our Ideas and Suggestions Board! 

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