How to upload original practice documents

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Nicole C. Jackson

• January 07, 2021 22:50

How do I upload an original assessment that I created to my practice intake forms?

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  Gillian

  • January 08, 2021 20:16

  Hi Nicole, I'd be happy to help. You can create customized Assessment templates under Settings > Notes and Forms > New Template. This will allow you to use your customized original Assessment in SimplePractice, lock the Assessment, and sign it. We have a great class on building customized templates that you can find at simplepractice.com/classes.

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  Nicole C. Jackson

  • January 08, 2021 22:21

  Hi Gillian,

  Thanks for getting back to me. I want to upload a PDF that I previously created. Is there a way to upload a PDF to my practice's assessment documents?

   

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  Chanell Finley

  • January 08, 2021 22:41

  Nicole, I was coming here to ask the exact same question. 

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  Ruth

  • January 13, 2021 01:25

  Hi Nicole and Chanell, you can upload a PDF document to your client's file by hitting the Upload button in the top right, or to your Settings > Client Portal > Shared Documents and Files to store a copy you can send to any of your clients. However, these PDFs will be read-only files and you won't be able to fill them out, or sign them in SimplePractice. To create a fillable Assessment, you'll need to recreate your Assessment as a template in our system by going to Settings > Notes & Forms > +Create New Template and select Assessment as the template type. 

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  Nicole C. Jackson

  • January 29, 2021 18:42

  Thank you so much Ruth! This was helpful!!

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