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How to upload original practice documents




  • Gillian

    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

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  • Chanell Finley

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

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  • Ruth

    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 Jackson

    Thank you so much Ruth! This was helpful!!

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  • Donna Earle

    How do I upload the informed consent that my lawyer created?

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  • Margaret Sheehan, LMFT LCC

    Hello Simple Practice!


    Can you help me add this document to my initial intake documents for my practice?

    I can't get it to look like this document when I try to add it to my template library?

    I'd like the esign and date added at the end.

    Here is the document:

    Margaret Sheehan and Associates, LLC
    Court Action and Legal Fees

    Clients are strongly discouraged from having their therapist subpoenaed or having them provide records for the purpose of litigation. Even though you are responsible for the testimony fee, it does not mean that the therapist’s testimony will be solely in your favor. Therapist can only testify to the facts of the case and, if qualified to do so by the court, in their professional opinion. Asking a therapist to provide confidential records or testify can damage the trust built in a counseling relationship with a client especially if the therapist is still seeing that client in therapy. If one of our therapists is subpoenaed to testify or provide records in a case where our client is a child, the therapeutic relationship is effectively ended and it is very likely we will not continue to provide services to that child/family.
    If a therapist with Margaret Sheehan and Associates is to receive a subpoena, then the attorney or office staff will need to call the office and set up a time for the subpoena to be served during office hours. The therapist will request a minimum of 72 business hours’ notice of any Court appearance so that schedule changes for their clients can be made within a reasonable time frame.
    Please note: If a subpoena or notice to meet attorney(s) is received without a minimum of 72 business hours’ notice, there will be an additional $250 express charge.
    When it comes to court action, the following fees are in effect:
    1.    Preparation Time (including submission of records): $275/hour (billable in 15-minute increments)
    2.    Phone calls: $275/hour (billable in 15-minute increments)
    3.    Depositions: $275/hour
    4.    Time required in Giving Testimony: $3000/hour (with minimum 8 hours, half of which is due upfront before court appearance
    5.    Mileage: .56/mile
    6.    Time Away from office due to Depositions or Testimony: $275/hour
    7.    All attorney fees and costs that are incurred by the therapist as a result of the legal action.
    8.    Filing document with the court: $100
    9.    The minimum charge for a court appearance: $24,000per an 8 hour day
    A retainer of $12,000 is due at least 72 business hours before the scheduled court appearance. The remainder of the costs will be billed after the court appearance and will be due upon receipt. If the therapist is subpoenaed and the case is reset with less than 72 business hours’ notice prior to the beginning of the day of the scheduled subpoena, trial, and/or testimony is not given, then the client will be charged $1500 (in addition to the original retainer of $12,000 for having to appear in court). All fees listed above are doubled if the therapist has priorly been scheduled to be out of town at the time of the court appearance.


    Client has read and understood the implications and costs involved for legal proceedings. 

    (esignature and date)

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  • Nicole Jackson

    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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