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Need Clarification on Open Notes Law and SP



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  • Ayelette

    Hi Joshua,

    Thank you for reaching out directly to our team. I see that my colleague Carlos was able to provide assistance.

    For future reference, although we're periodically monitoring the Community Forum, this is also a place for customers to exchange ideas and engage with one another on how to best use our platform. The quickest way to get support for account-specific questions is to send us a help request by clicking the blue question mark > Get Help option on the lower right of your SimplePractice account. For more details, feel free to check out this Help Center guide: Logging in to SimplePractice and submitting help requests. 

    For everyone's reference, the 21st Century Cures Act only applies to ONC-certified EHRs, and SimplePractice is not currently ONC-certified. However, for additional guidance on how the Cures Act impacts your role as a clinician, we recommend reaching out to your local legal authority.

    Whenever you would like to share notes with clients, you can export and share your data using our Data Export feature, and you can learn how to use our Data Export feature here: Data export: Exporting client information.

    After you export your client data, navigate to your client's Overview page and follow these steps:

    • Click Upload on the top right of their profile.
    • Select the exported notes that you'd like to share with your client. ​​
    • Click Share ​​on the top right of their profile.
    • Select the uploaded file to share.
    • Once you select the correct file, click Continue to Email to send it to your client. Your client will then be able to access their notes via the Client Portal.

    To learn more about sharing documents with your client, please see Sending intake forms and documents to clients.

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