Skip to main content

Multiple Disciplines- Session note

Answered

Comments

7 comments

  • Ruth

    Hi Nicole, with multidisciplinary group practices, we recommend creating two individual client files for a client who is seeing two different clinicians for two different disciplines. You'll want to make sure you have a different email address for each client file you create for these kinds of clients. You can also use an email modifier for many email providers to distinguish the same email address within our system. For example, adding a + sign and any letter(s) or number(s) after the handle of the email and before the @gmail.com will make the email address different in our system. If my email is ruth@gmail.com, ruth+1@gmail.com, ruth+sldkfjal@gmail.com and ruth+12ab@gmail.com will all go to the same inbox, but will be recognized as different emails in the SimplePractice system. 

    Comment actions Permalink
  • Danielle McCallister

    This is ridiculous that we have to have two separate client profiles. Can this be resolved asap. Most group practices have patients seen by multiple providers and types. 

    Comment actions Permalink
  • Tiffany Citty

    Same ISSUE!! Adding OT to our practice and it is becoming a headache within Simple Practice. 

    -1
    Comment actions Permalink
  • Danielle McCallister

    We are having to switch from simple practice. We serve tricare patients mainly and we can only have one active authorization on file so the other one doesn't get tracked...not working for us. We have families that we serve, I can't imagine asking that mother to have 6 profiles for her 3 kids :(

    Comment actions Permalink
  • Tiffany Citty

    Oh no... Good to know. May I ask what you're changing to? We've had several issues with SP, as ST provider and now adding OT. The thought of changing (like transferring all documentation) seems daunting, but may have to be done sooner rather than later. 

     

     

    Comment actions Permalink
  • Danielle McCallister

    We are trialing Fusion web clinic. I'm to the point, the longer we wait the bigger of a headache it's going to be. Good luck :)

    Comment actions Permalink
  • Sara

    Hi everyone,

    I wanted to provide an update on this workflow that was first added to this post. Instead of needing to create separate profiles for a client, you can add the profiles as contacts. With this workflow you can add the first profile as a Contact to the other discipline’s profile so they can get the Client Portal access with the same email

    To do this: 

    • Navigate to the client’s second Overview page
    • Click Edit
    • Then, click the Contacts tab
    • Select + Add Contact to add a new contact
    • Search by the client’s name to select the client’s first profile
    • Click on the client’s first profile
    • Select a Relationship type
    • Click Save

    Here is a helpful Help Center guide with some more information on this: https://support.simplepractice.com/hc/en-us/articles/360019735192-Sharing-clients

    Comment actions Permalink

Post is closed for comments.