merging existing couples
Answered
When I go to clients, merge, I do not see an option to merge as a couple for any of my client who I have been seeing now as couples for the past year.
Is there another way to do this?
Thank you.
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It took me a little while to figure this out too. Eventually I realized for any couples that it didn't recognize as a couple, I had to use the create new option and can select each person in the couple from a drop down list of existing clients.
Although, I'm sure ya'll have figured this out by now. Sorry I'm late to reply. This update has been keeping me overly busy as the majority of my caseload is couples.
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Hi Karen,
Here's how you can create a couple profile with clients who already have individual profiles in your account:
- Click +Create in the blue header of your account > click +Create Client.
- Select the Couple option.
- On either of the Client 1 and Client 2 tabs, click Add Existing Client or Contact.
- Search for the client > click their profile > follow the prompts to complete the couple profile setup.
For more information on creating couple clients, feel free to check out this Help Center guide: Adding a new couple client.
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When I create a new couple from two individual clients, the result is two NEW client charts, with none of the old, existing information included in the new accounts. I would need to have clients re-do all intake paperwork for the charts create by the "new couple" feature.
In other words. the "existing client" selection doesn't work. It doesn't actually grab the chart of the existing client. It just grabs basic info - name, email, phone - and uses that to create a new client chart for the "couple" chart.
Are other ppl having this problem? Is there a work-around for this bug?
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Hi Valerie,
From what I understood, this is not a bug, it is how it is designed. When creating a couple from two existing clients, I end up with a total of three charts. Two old ones, one for each client and a new one with both names. Moving forward, if they come in together the note goes in the chart with both names, if one of them has an individual session, the note goes in their individual chart.
I was recreating treatment plans and diagnosis for all my couples, but that was resulting in some very longs days. Lately, I've just been adding chart notes to remind myself in the future that notes and treatment plan is in a different file.
I agree, it is not ideal for them to have fill out the consent and intake forms multiple times. I'm finding that when a new client requests an appointment through the widget and then gives me information that it will be a couple's session, they end up having to complete the forms twice. It is defiantly not ideal. I have tried a few different methods to work around it, but so far none have been easy or effective and end up confusing and frustrating my clients.
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Hi Anna,
Thank you for providing this information. This is exactly right.
Hi Valerie,
When you create a Couple Profile from existing individual client profiles, the clients’ demographic information, insurance information, contact information, consent for email, text and voice messages, and any stored credit card information will be transferred into the Couple Profile.
Additionally, by default, each individual will be granted Client Portal access during the creation flow and text reminders will initially be disabled for the Couple Profile. However, these settings can be updated independently for the individual client’s solo and Couple Profile after it's created.
When you create a new Couple Profile, none of the documentation from past appointments or consent forms will be moved over to the new profile and past records will not be affected. You can use the new Couple Profile for all documentation and billing moving forward.
To learn more, you're welcome to check out this Help Center resource: If I create a Couple Profile from 2 existing clients, what information is moved to the Couple Profile?
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Hi Aylette,
You wrote: "When you create a Couple Profile from existing individual client profiles, the clients’ demographic information, insurance information, contact information, consent for email, text and voice messages, and any stored credit card information will be transferred into the Couple Profile."
That is exactly what is NOT happening when I create a Couple Profile. Instead, I end up with two entirely new charts that are linked as a couple, and the new charts have ONLY name, email, and phone number. There are no forms, notes, credit card info, none of that with the new charts. It is all with the disconnected original charts.
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Hi Valerie - I can clarify what Ayelette was saying. Your Couple Profile will not have the forms, or notes documented in their individual files transfer over. However, the Couple Profile should transfer any credit card information added for either member of the couple, and the insurance information for the client who's designated "Responsible for Billing."
This is what the Help Center guide on Couple Clients had to say:
- Here you can edit the Billing Type, billing documents, billing notifications, Credit & Debit cards on file, the Primary Client (for insurance billing), Insurance Information, and the Default Service.
- If the client designated as Responsible for Billing has insurance information listed in their individual profile, it will be transferred into their new Couple Profile.
- If the client designated as Responsible for Billing does not have insurance information listed but the other member of the couple does, the other member's insurance information will migrate into the new Couple Profile.
- If two individual clients both have credit cards listed and are merged into a Couple Profile, the credit card of the client that is listed as Responsible for Billing will become the default card.
Please reach out to our team if this information didn't populate as expected. You can contact them by submitting a Help Request. They'll be able to investigate your account and provide the best answers for your particular questions.
- Here you can edit the Billing Type, billing documents, billing notifications, Credit & Debit cards on file, the Primary Client (for insurance billing), Insurance Information, and the Default Service.
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