Batch termination letters?

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Kate Manchester

• March 03, 2021 18:49

So, we need to send termination letters from our group practice. Has anything changed with SP so that we can sort and export email addresses for inactive clients clients? And is there any other way other than Admin Notes to note the letter was sent on individual clients?

 

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  Ruth

  • April 06, 2021 20:38

  Hi Kate, you can go to Clients and sort by Inactive Clients and use that list to copy and past inactive client emails onto a spreadsheet, or click on the email address directly to individually email each inactive client from the list. At this point, there's no way to export a spreadsheet of inactive clients' contact information from SimplePractice. 

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