After visit summary to send to clients

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Lauren Mahakian

• March 03, 2021 01:29

I used to work at an organization that had an EHR, and we would create after visit summaries that could be automatically sent to clients.  In the after visit summary, I would often just type up any homework that I wanted the client to complete before our next session, or something I wanted them to think about before our next session.  Clients found this very helpful.  Is there a way to create this feature within Simple Practice?

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  TK Nelson

  • March 03, 2021 01:37

  I'm curious what EHR you were using?

   

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  Nicole “Nikki” Schwartz

  • March 24, 2021 14:39

  Lauren, I would love an automatic feature that did this. I have a field for homework at the bottom of my note. Certain items are perfilled to check off Bc they are so common (like Schedule your next visit on the client portal. Or schedule a Med check with your prescribing physician. Etc.)

  After I save the note, I copy this section and paste it in the messenger to the client. So they get a hw summary after each session and it’s documented with the note.

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  Susan Robens

  • May 12, 2021 06:16

  I love that idea!  I am always giving out 'homework' and a summary that I handwrite.  My writing is horrible, so that would be so nice and professional!

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  Susan Robens

  • June 12, 2021 02:39

  anything yet???  This would be so very helpful

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  Califia Suntree

  • September 14, 2021 01:15

  I need this as well!! I always want to communicate plans and goals to the client to save or print. As of now, there is no way to do this within SP which is very disappointing.

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  Dana Eason

  • January 06, 2022 23:12

  Which EHR were you using, Lauren?

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  Cate Bach

  • June 13, 2022 13:57

  I need this too. Is it possible now?

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  Michelle W. Conkle

  • October 12, 2022 15:15

  Please provide notes summary template for release to clients!

   

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