Electronic paperwork sent to client

Answered

Follow

Mary J. Clark

• July 13, 2020 17:44

A few issues:  First, I'm no longer receiving notice by email that client has completed paperwork. Second, somehow the Client Information is being complete right in client's file, rather than my getting the completed form. Problem is, I added questions I need answered, now I don't see those answers. Also don't get forms back that I added to the paperwork. Help?

1

• 

  Liane Higa

  • July 28, 2020 03:06

  I am experiencing the same thing! No notifications upon completion of paperwork.

  0

  Comment actions Permalink
• 

  Vanessa Hebert

  • July 29, 2020 03:36

  I don't recall ever receiving notification of completion of paperwork. I would see a notice at the top of the client record over the name that indicated if they had opened the paperwork or not and if completed this would go away.  I'm confused how I missed this?

  0

  Comment actions Permalink
• 

  Ruth

  • July 29, 2020 13:37

  Hi Mary, Liane and Vanessa,

  If you go to Reports > Emails Sent Report, you'll see all the emails that have been sent through your SimplePractice account. Emails indicating your client has completed their intake documents will only be generated once your client completes all documents sent to them.The Primary Clinician assigned to the client and any Schedulers for the practice will get this email. 

  If you'd like us to investigate why a specific client's completion of documents didn't generate an email, please submit a Help Request from your SimplePractice account. Click on the "?" icon to the bottom right > Get Help > Ask Question > Email. You can also access it here: SimplePractice Help Request Form.

  0

  Comment actions Permalink
• 

  Sophia Hughes

  • December 16, 2022 20:50

  How can I change the way I receive clients' emails. They are coming to the wrong server, which confuses it with the email at my workplace.

  0

  Comment actions Permalink

Please sign in to leave a comment.