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Client ID Upload

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28 comments

  • Ruth

    Hi Esther, at this time our Demographics Information Form doesn't have a place for clients to upload their IDs; however, you can enable Client Uploads and have your client upload a copy of their ID from the Documents tab in their Client Portal. To do this, go to Settings > Client Portal, check the box to "Allow clients to upload documents." Now your client can login to their Client Portal > Documents tab and drag a file into the My Uploads box. On your end, you can go to a client's file and see their uploaded documents in the CLIENT UPLOADS box, to the bottom right. Learn more here: Setting up the Client Portal: Client Uploads. 

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  • Annabelle Coote

    Is there any place where this process is described so that we could send that info to clients? 

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  • Lori Price

    I have the same question as Annabelle.

     

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  • BRIAN S. STONE

    Given that therapists are doing more video sessions these days due to the pandemic and clients are not coming into the office as much for us to get what we need from them, it would be extremely beneficial if Simple Practice could update the demographics form to include a place for client's to upload a picture of their driver's license / ID card in the same fashion that they are prompted to upload pics of the insurance card.

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  • Sarah Whitewater

    I agree this would be extremely helpful to add this feature to the initial paperwork. Please let us know if there is any plan for this in the future, thanks!

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  • Jennie Yngsdahl, MA, Licensed Psychologist

    Yes, this is very necessary. Can Simple Practice add this to the demographic section along w uploading the insurance card? This extra step in asking clients to upload an id is just not happening and is creating extra stress.

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  • Christopher Frank

    I completely agree with the above comments. I have voted on this feature being added- if I could vote every day I would. Please add this feature! It is embarrassing to have to send a new client a separate message or put some hodge-podge instructions in an intake form sending them to a link to my client portal so they can try and figure out how to upload a picture of their driver's license. I can't understand why this is a difficult feature to add when there is already the capability to upload an insurance card picture. 

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  • Dr. Katrina Pittman

    PLEASE SP, you"re supposed to honor your name and make it A SIMPLE PRACTICE.  I agree with everyone.  We are basically ending the second year of a pandemic that has forced us into a tech virtual world.  All of us have been forced to grow and adapt.  Client verification is a must for this age and it should be as simple as uploading the insurance card.   Perhaps you can give reason as to why you can't and maybe that will bring understanding.  From our side, it's simple.

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  • Felisa Dunlap

    Please update the demographic form to require the client to upload a copy of their ID/driver's license as soon as possible as this appears to be a very important and basic task.

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  • Victoria Hernandez

    I vote for this feature too! Clients are able to upload a copy of their insurance card so I'm not sure why uploading a copy of the ID is not possible. If there is somewhere I can formally vote for this feature, please let me know!

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  • Dr. Shoshanah Yehudah

    SP you have been great in responding to your customers' requests for features. I love the updates, thank you. Uploading a DL/State ID is critical for identity verification. To reduce liabilities and promote best practice, an update to the demographic section to allow an ID upload is imperative. Thank you in advance. 

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  • Keli Beres

    I agree as well. This is desperately needed.

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  • Harold Burns

    Yes, please add this to the demographic form! This is so crucial for telehealth compliance. At the very least, can you provide an "Upload" field option that we can add to custom intake forms?

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  • Ariel Lloyd

    Yes....I beg of you to please add this feature....anything else is cumbersome.  I was just ding from a Medicaid review for not having this set up via Telehealth (I still passed thank God).  Some state guidelines are now requiring this, so please Simple P make it simple for us and add this please.  You all do such an incredible job staying up on what is needed!!  This is definitely a need and not a comfort!!

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  • Abigail Nicolas

    I added such a request in the feedback form. Please vote and share! https://feedback.simplepractice.com/forums/940480-client-care/suggestions/45600352-add-photo-id-upload-section-to-the-demographics-fo

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  • Leslie Richardson

    This was mentioned above from two years ago, but is there directions that can be provided to clients how to drag files over that would include a copy of their driver's license? I have clients that have not grasped my verbal instructions. There should be something within SP that tells a client exactly how they can upload their driver's license to increase an ease of this process. 

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  • Brian Gustman

    Please do add an option to include an upload of a current photo ID to assist in the client identity verification process. Similarly, when working with minors in particular, I need to be able to upload a birth certificate, copies of custody orders, protection orders, and the like to establish who the parent/guardian(s) are for the client.

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  • Rocio Molinar

    SP! This is a vital and necessary function. HIPAA is more understood than it has ever been before. Patients are more and more aware of their rights and how to exercise them. In order to be compliant, it is mandatory that we appropriately identify the identity of our clients/patients. We ensure to follow all of the rules put on us by those who don't understand the actual provider/patient/insurance/HIPAA relationship and functionality. It would be reckless to set ourselves up for audits, violations, fines, etc. Please understand the request for this function is not arbitrary; it's a matter of legality. Thank you!

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  • Laura Miramontes

    I agree, please add this to the demographics form. Definitely needed!

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  • Alison Thayer

    Here, looking for the same. It should be a top requested change to ensure the client is who they are, and for safety purposes for the clinicians. 

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  • Heba Haidar

    Agree with all the above. 

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  • Sharla Austin

    Simple Practice- as a new user, the more I utilize your platform, the more I'm perplexed by the number of basic and common sense features that are missing EVEN after your customers beg you for them.  This is one other simple yet critical needs that we as your customers need and are pleading for.  I'm sorry to say that you have yet to live up to your name "Simple Practice".

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  • Matthew Koziolek

    this is a necessary part of the intake process and Simple Practice should add it just like uploading pictures of insurance cards. 

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  • Renee Floer

    Looks like this thread has been going for 3 years now...what gives SP? What are you doing about this?

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  • Scott Michael

    This is needed ASAP please!!

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  • Eva Smith

    I would like to see a place for IDs to be uploaded in the intake forms. 

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  • Sarah Mulhaul

    Please have a place for IDs to be uploaded for verification.

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  • Laura Preciado

    Hi, we need a space within Simple Practice for clients to upload their ID's. 

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