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Social Media Policy and Cancellation Policy

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  • Ruth

    Hi Natasha - There is language regarding cancellations in our Default Practice Policies Consent Form that's auto-populated to every customer's account. To find this and all forms included in your intake packet, go to Settings > Client Portal > Shared Documents and Files. If you've already edited this form, you can copy the contents of the original one from here: Default Practice Policies 

    We don't have any social media policies indicated in our default consent forms, but you're welcome to edit the forms we do have to include this. You can also hit the + Consent Document button to create a form entirely. Click here to learn more about Consent Forms in SimplePractice.

    As for your Credit Card Information Form, under the Demographic & Credit Card Forms section, you can check the box to include this form as an option to send to clients. You can't customize this form, once you share it with clients, they'll fill it out in the Client Portal and it will appear as a payment method in their Billing and Insurance section. Here's more on Sending intake forms and documents to clients.

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