Electronic paperwork sent to client
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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?

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    Liane Higa

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

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

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    Vanessa Hebert

    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?

    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?

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    Ruth

    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.

    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.