Order of Consent Forms in the Client Portal

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Pamela Elmslie

• October 05, 2020 12:53

Hi. Is there any way to re-order the list of consent documents in the client portal? I am trying to change the order of which ones appear first to a new client when they sign in. For example: I want to re-arrange the order of 3 of my documents so that they view and consent to Practice Policy, then Telepsychology, then Privacy Policy. Right now it appears in the reverse order to a new client.

Any suggestions? Is this even possible?

Thanks for your help.

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  Ruth

  • October 05, 2020 18:39

  Hi Pamela - There currently isn't a way for you to reorder how your clients see the forms in your intake packet. You can add blank Consent Documents in Settings > Client Portal > Shared Documents and forms, paste the content of the old forms into the new templates in the order you'd like them to appear. Then delete all of the old Consent Documents that appear before the ones you just generated and pasted information for. If you'd like us to consider adding a way to reorder existing forms, please upvote and comment on this feature request: https://simplepractice.uservoice.com/forums/918553-simplepractice-feedback/suggestions/40881070-change-order-of-consent-and-intake-documents-that 

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