Referral Template with client name

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Lisa Holloway

• November 15, 2020 14:16

Is there an opportunity to have a form to send back to the referral source as an update on appt scheduled or on missed appointments?  This form should include patient-specific identifiers that clinicians can choose. 

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  Ruth

  • November 17, 2020 23:17

  Hi Lisa, at this time, there's no way for you to communicate with an outside provider through SimplePractice. You also cannot create custom forms through SimplePractice. However, you can go to a client's file and click on the Appointment Status Report link in the BILLING OVERVIEW box to the top right. You can adjust the date range for this report to get a list of all the appointments you've scheduled for this client, the CPT Codes for the appointments that were not cancelled. You can then go to Reports > Attendance Report to see how many appointments each of your clients have attended, "Cancelled," "No-Showed" and "Late Cancelled." If there are specific data points you'd like to include in a report, let me know so I might point you to a specific report we have in the system! 

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