Treatment plan signatures for telehealth
Answered

How are you guys getting treatment plan signatures for your telehealth clients?

I know that SP is exploring having this feature. I'm not holding my breath since (for some reason) it doesn't seem to be a priority to SP.

Hopefully, someone is doing something that doesn't involve paying for another service to get e-signatures AND can get the signature on the actual treatment plan. It seems that just having a "consent to treatment plan" doc isn't a robust enough solution to this problem.

ALSO @SP if you have an ETA on this feature, we would all really appreciate that.

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    Ruth

    Hi Jodi - I'd recommend checking this post on our Ideas and Suggestions Board periodically for updates: https://simplepractice.uservoice.com/forums/918553-simplepractice-feedback/suggestions/36554227-signing-notes-and-treatment-plans . As you know, we're working on this feature and collecting feedback from customers as we build it out. I don't have a specific ETA for you, but we'll be updating our Ideas and Suggestions Board as soon as we have more information for you. Thanks! 

    Hi Jodi - I'd recommend checking this post on our Ideas and Suggestions Board periodically for updates: https://simplepractice.uservoice.com/forums/918553-simplepractice-feedback/suggestions/36554227-signing-notes-and-treatment-plans . As you know, we're working on this feature and collecting feedback from customers as we build it out. I don't have a specific ETA for you, but we'll be updating our Ideas and Suggestions Board as soon as we have more information for you. Thanks! 

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    Jodi Nelan

    The post in Ideas and Suggestions is over 2 years old. How long do you guys need to collect feedback???

    Also, my question is "How are you guys getting treatment plan signatures for your telehealth clients?"

    This post shouldn't be marked as answered.

    The post in Ideas and Suggestions is over 2 years old. How long do you guys need to collect feedback???

    Also, my question is "How are you guys getting treatment plan signatures for your telehealth clients?"

    This post shouldn't be marked as answered.

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    Teressa Crawford

    I too share in this concern.  I have spent hours today trying to figure this out.

    I too share in this concern.  I have spent hours today trying to figure this out.

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    Ruth

    Hi Jodi and Teressa, 

    Currently there isn't a way to get electronic signatures from clients on Treatment Plans you've filled out for them. To have clients sign a Treatment Plan by hand and send it to you through the Client Portal, you'll want to click on it from their Overview page > hit Options in the top right corner > Download, then re-upload it to their Overview page by hitting the Upload button to the top right. Next, go to your Settings > Client Portal > check the box to "Allow Clients to Upload Documents." Now you can go to the client's file and click the Share button to send the uploaded PDF document through the Client Portal. In the email, instruct the client to print the PDF Treatment Plan, add their wet signature to it, scan it back to their computer and upload it in the Client Uploads box of their Client Portal > Documents tab. Here's more on enabling Client Uploads: https://support.simplepractice.com/hc/en-us/articles/207925883-Setting-up-the-Client-Portal#howtoallow

    Jodi - The "Answered" status on Community Forum posts is an internal one we use to make sure that someone has responded to the original post. It doesn't prevent other customers from commenting, or continuing the the discussion on this thread. The "Planned" status on the Ideas and Suggestions Board, on the other hand, was updated on July 24th, 2020. Despite the post being made on July 10,2018, we just started to plan this feature enhancement this July. 

    Please let me know if you have any additional questions regarding this process, or would like me to clarify any of my points!

    Edited by Ruth

    Hi Jodi and Teressa, 

    Currently there isn't a way to get electronic signatures from clients on Treatment Plans you've filled out for them. To have clients sign a Treatment Plan by hand and send it to you through the Client Portal, you'll want to click on it from their Overview page > hit Options in the top right corner > Download, then re-upload it to their Overview page by hitting the Upload button to the top right. Next, go to your Settings > Client Portal > check the box to "Allow Clients to Upload Documents." Now you can go to the client's file and click the Share button to send the uploaded PDF document through the Client Portal. In the email, instruct the client to print the PDF Treatment Plan, add their wet signature to it, scan it back to their computer and upload it in the Client Uploads box of their Client Portal > Documents tab. Here's more on enabling Client Uploads: https://support.simplepractice.com/hc/en-us/articles/207925883-Setting-up-the-Client-Portal#howtoallow

    Jodi - The "Answered" status on Community Forum posts is an internal one we use to make sure that someone has responded to the original post. It doesn't prevent other customers from commenting, or continuing the the discussion on this thread. The "Planned" status on the Ideas and Suggestions Board, on the other hand, was updated on July 24th, 2020. Despite the post being made on July 10,2018, we just started to plan this feature enhancement this July. 

    Please let me know if you have any additional questions regarding this process, or would like me to clarify any of my points!

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    Jodi Nelan

    Is there an update on when this feature will come? 1 month? 3 months? 6 months? 1 year?

    Is there an update on when this feature will come? 1 month? 3 months? 6 months? 1 year?