Consent for Updated Practice Policy

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Rachel Harris

• December 10, 2020 19:26

If I am updating my Practice Policies for 2021, will clients automatically be notified/asked to consent to the updates or do I need to send it to each client individually to request they review & sign?

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  Ruth

  • December 11, 2020 00:22

  Hi Rachel, currently there's no way to send documents to all your clients at once for review, or signature. You'll need to share your new Practice Policies Consent Document to them individually. We are planning to develop this function in the future, but if you have any ideas on how you'd like this function to work, please vote and comment on this feature request: https://simplepractice.uservoice.com/forums/918553-simplepractice-feedback/suggestions/37845466-mass-sending-of-emails-or-portal-documents-that-ar !

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