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Need a simple (with pictures) view of how to resend intake paperwork

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  • Ayelette

    Hi Scott,

    If a client has completed a form and you would like to resend the same form again, click Share on the top right of the client's profile.

    If a client has not yet completed forms you've sent them, there are two options for re-inviting this client to view the documents in the Client Portal and complete them:

    1. Send them a link to your Client Portal where they can log in to view and complete the existing documents under the Documents tab.
    2. Go to the Shared with Client section on the lower right of the client's profile > click the X to the right of the relevant document > click Share on the top right of the client's profile page and the document will be available to share again.

    For additional step-by-step guidance, feel free to check out this Help Center guide: What if I need to resend a form to a client?

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  • Ayelette

    For future reference, 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.

    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. We appreciate you acting as resources for each other in the meantime.

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