Executor
Answered
Please allow us to set an administrator position that is exclusively for an executor of the estate. We could leave specific instructions in our professional will that would allow them to access the account easily in the case of our death.
-
Hi Cheri, you're welcome to add the executor of your will as a non-clinical team members to your SimplePractice Professional Plan for free. In the event of your death, they can reach out to us over email and after verifying their identity and your will, we'll be able to transfer Account Ownership to them so they can export your client data. You don't need to add them as a non-clinical team member for us to transfer Account Ownership, but you're welcome to do so if you'd like. Since we're not legal professionals, we don't facilitate the writing of wills, or keep a record of your will in our platform.
-
Hello - When adding a team member, I could only see these non-clinical team member options (listed below). None of which really fit as executor. Please advise. Thanks.
Supervisor Role
Can sign notes, review documentation, and view appointment fees of pre-licensed clinicians. If this Team Member also sees clients, grant them a Clinician role as well.
Biller Role
Can manage billing for all clients and access most practice financial reports.
Scheduler Role
Can manage scheduling, online booking, and assign clinicians to all clients.
-
I’d appreciate an executor option as well, specifically Cheri’s suggestion so that all the documentation is in Simple Practice and very easy for an executor to be verified. I’ve tried to add a colleague as a Scheduler so that she can at least contact my clients in the event of my death. Because she’s already a Simple Practice user, her email address shows up as “already in use.” Is there a way to add her, using her Simple Practice email account? She shouldn’t need to create a whole new account.
-
Thank you for this! Asking for a workaround until if/when it's developed: I have the essential plan which does not allow for the addition of a team member, I will not be getting the plus plan, and I'd like to avoid sharing my account password. I will have my professional will with my executor's name and contact information uploaded to SP business documents and with my executor. In the event of my incapacitation or death, will SP grant my executor access to my account after confirming their identity? Is there anything else that needs to be in place now to ensure SP grant access?
Please sign in to leave a comment.
Comments
10 comments