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Professional Will Feature




  • Official comment

    Hi Rhiannon and Melissa, thank you for bringing this up. 

    At this time SimplePractice does not offer post-mortem/post-retirement medical records management. Many states have specific laws outlining requirements for handling patient records following a provider’s retirement or death, so we encourage you to consult a legal professional familiar with your local laws.

    However, we do allow all Professional Plan members the ability to add non-clinical team members to their account for free, in Settings > Team Members. If you, or the custodian of your records, were added to an account as a Scheduler/ Biller, they would have access to the client list and schedule to quickly inform any scheduled clients of the emergency. We also recommend adding a custodian to your Professional Will and including language like: "Please release my username and password to this custodian. This custodian will be able to use this username and password to access and store my data files" and list the actual username and password. If you, or the Account Owner, has stored the Professional Will in Settings > Business Documents, we can verify their identity and facilitate the transfer of Account Ownership to the person named in the will. 

    Please note that if the account becomes inactive or is cancelled, we will not retain client data from it. We do offer complete data export that will give you, or a custodian, permanent access to your client's data. Please refer to this guide for the steps: Data export: Exporting client information.

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  • Melissa Wolfe

    I truly truly couldn't agree more. In light of COVID 19, it seems this should be underway urgently.  It almost seems unethical to not have a way for your back up to have access to basic info with their own password.  As you said- sending someone your password every time you change it, just is not realistic or seemingly the most responsible thing.  As a back up you don't need full access.  

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  • Karen Heidebrecht

    This is such a good point to think about. Thank you for bringing it up.

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  • Ruth

    Hi Everyone, Professional Plan holders can always add the custodian of their records as a non-clinical team member to their account for free. As mentioned above, they'd have their own login credentials and have limited access, but enough access to see the schedule and basic contact information for clients. To add a non-clinical team member, go to Settings > Team Members > +Add Team Member. Thank you all for contributing to this important conversation. 

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