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I sent clients paperwork to wrong email address. How can I resend paperwork?

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2 comments

  • Gillian

    Hi Susan, happy to help. First, unlink the client's Portal account from the old email address under Edit > Client Portal. Revoke Portal access, then, choose the new email address in the drop-down menu and hit Send Email to invite your client to the Portal using the correct email address. Next, you can click the Share button on their Overview page to send them any missing paperwork. 

     

    To upload a file to your client's Overview page, go to Uploaded Files and click Upload New. Locate the file on your computer and select it, then upload it to the client's file. Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help. 

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  • Kathleen Boyd

    I cannot find a way to upload the basic initial information to send: policy info, consultation releases, demographic, charge card, etc....It will not repopulate. I've had to make multiple copies of forms to enable forms to be sent again ....really clutters things...help!! 

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