Sending form to all clients

Answered

Follow

Stacy Choi

• January 13, 2021 03:22

Hello

Is there a way to send all clients a document (updated consent form) to all clients at one time rather than individually sending them out? 

2

• 

  Katie Silver, LCSW-C

  • March 11, 2021 00:58

  Is SP even working on this issue or looking at ways that we can push out updates Policies and Procedures, Notice of fee increase, etc?

  1

  Comment actions Permalink
• 

  Ruth

  • January 16, 2021 01:58

  Hi Stacy, currently no, there isn't. You'll have to share your updated forms individually by going to each client's file and hitting the Share button to the top right. 

  0

  Comment actions Permalink
• 

  Ginny Mills

  • January 23, 2021 22:56

  As a new group practice subscriber to Simple Practice, finding a suitable way to communicate with all clients is extremely frustrating. If I could export all email addresses into a csv file, then I could send blind-copy emails to all our clients through our HIPAA-compliant email. If I could share a document through Simple Practice will all clients at once, then that would be an alternative, and perhaps even a better one. But not being able to do EITHER is frustrating! How does Simple Practice propose we arrange to communicate with all our clients at once? 

  0

  Comment actions Permalink
• 

  Ruth

  • January 28, 2021 21:44
  • Edited

  Hi Ginny, it looks like you've already submitted a Help Request and found a way to export your VCard files to a CSV. For future reference, here's how you'd do this without using a external conversion software:

  For Macs: 

  1. Search for "Contacts," click the + icon to add a Contact folder next to the "On My Mac" section.

  2. Then highlight all the VCards you downloaded and drag them into this folder, so they'll be separated from your general contacts.

  3. Now you can open a blank Numbers spreadsheet, highlight all of these newly imported SimplePractice Contacts on your Mac and drag them into the spreadsheet.

  4. Copy and paste the email addresses into a new email, or import the document to your email provider's Contact list.

  For PCs:

  1. Press the Windows and R keys together. Type wab and hit the Enter button.
  2. In the Windows Contacts screen, click Contact Group to create a Contact Group for your SimplePractice clients.
  3. Then highlight drag and drop all the VCard files you downloaded from SimplePractice to the new Windows Contact Group you just created. 
  4. Now click Export and select CSV 
  5. Copy and paste the email addresses into a new email, or import the document to your email provider's Contact list.

  0

  Comment actions Permalink
• 

  Celeste Coffman

  • March 17, 2021 10:58

  This feature is SO needed.  We changed locations and needed to upload a PDF and individually send to each client.  We had to do the same thing with our yearly practice policies, and then had to do it again when some state COVID regulations changed here.  SP, please work on this feature!

  0

  Comment actions Permalink
• 

  Mieke Bryant

  • March 23, 2021 03:40

  Hello SP:

  Yes this feature would save a lot of time, energy, and typing.  Thanks so much.

  0

  Comment actions Permalink
• 

  Cindy Bradford

  • April 07, 2021 20:51
  • Edited

  Our office experiences the same frustrations with SP over this exact issue!

  I can literally waste HOURS on tasks that require me to keep this information gathered and up to date for communications sent to all or the majority of clients. 

  Better reporting and the ability to extract information to a csv file is really needed. A communication tab within SP would be helpful as well where we could select/sort from the client files and email from our email address, without leaving SP.  

  If you need an example, look at FACTS (formerly RenWeb). They have an excellent communication tool. 

  Please, please act on this need. 

  Thank you. 

  0

  Comment actions Permalink

Please sign in to leave a comment.