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Resending intake paperwork

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11 comments

  • Ruth

    Hi Janet, instead of resending the forms, you can send your client a Secure Message by hitting the message icon, located in the top right corner of their account. Any forms you've already sent the client will appear when they login to your Client Portal, under the Documents tab to the top right. Sending a Secure Message will send your clients an email notification within 15 minutes with a login link to view the message. If the login link expires, your client will be prompted to enter their email address on your Client Portal page to generate a new login link on their own. In the Secure Message, you can include this guide on How to Login to the Client Portal

    As for your second question, create the minor client and don't add an email address or phone number for them. Instead, go to their client file > Edit > Contacts > Add Contact, use the search bar to find their parent's name and select it. Then enable Client Portal access for the parent Contact by hitting Manage > Client Portal & Billing. Here's more on our Enhanced Client Management for Minors feature. 

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  • Rossana Magalhaes

    Dear Ruth,

    I found your answer as I was searching for how to resend the email with the intake documents. I do not want to send a secure message, as you suggested: "instead of resending the forms, you can send your client a Secure Message." Can you help with HOW TO RESEND THE EMAIL? Gratitude, 

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  • Noelle E. Gomez

    Same question here!

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  • Chase Counts

    I also would like to resend the e-mail.  Is there a way to do that?

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  • Ruth

    If your client has already received the invitation email and has logged into their Client Portal once, using the link in your email invitation, or another login link they generated, then they'll need to generate a new login link everytime they want to login thereafter. There's no way to send another email invitation if they've already logged into the Client Portal. You can see if they've logged in by going to their client file > Edit > Client Portal. If they have logged in, you'll see a timestamp under their email. If they haven't you'll see an option to "Resend Invitation." Hope that helps clarify! 

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  • Soad Tabrizi

    This is something that needs to be fixed. I had a client put in their wrong email address so they never got my initial invitation email that gives all the directions for our first appointment. This means that I will never be able to send them to them again because of a typo. It makes NO SENSE to not be able to resend an email once the error has been corrected. 

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  • Gabrielle E. Faggella

    Agreed; this may be the most frustrating aspect of Simple Practice.

     

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  • Gillian Nathan

    My client did not log in yet, but when I click to "resend invitation" it only gives a generic message, not the actual email I sent. Is there a way to see a copy of the actual email I sent the client? Our first meeting is in a couple of days and I have not received any paperwork. Thanks!

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  • Cindy Markley

    I too need to resend the intake paperwork to a client who claims they did not receive it. They have not logged in to the client portal. I do see that it was sent and clarified the email addresses for the couple.  Now I have no way to resend.  This is very frustrating as I just started using this feature.  Please fix this soon - I need to be able to reach out to clients who aren't "up to speed" with technology.  Thank you!

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  • Erin Adamitis

    Another vote for fixing this feature.  I regularly have clients who miss the email (I'm assuming because it comes from the automated email address) and would very much like a way to resend that original email, not the basic "Your clinician has sent you documents" email.

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  • Nicole Miller

    I have clients who use voice dictate systems; I imagine that Simple practice is working on the above listed problem...because this is the initial problem I am having as well. Can you please allow Apple products to be able be able to dictate within the forms I'm sending out, please?

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