Re-sending Intake documents for ongoing services.

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Heather Conover

• March 11, 2021 15:25

As some of my clients are nearing a year (12mo) of services, I need to resend intake paperwork to stay compliant with insurances HIPPA Etc....Is there a way to do this easily and or how can SP make this an easier option for us as consumers overall? 

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  Gillian

  • March 12, 2021 19:10

  Hi Heather, I'd be happy to help. If the clients have already signed their intake paperwork last year, all you need to do is hit Share on their Overview page to resend fresh copies of your Consent Forms and other intake documents. They'll receive a new, blank copy of the form to eSign in the Client Portal. There is not currently a way to do this for all clients in SimplePractice at once. Let me know if you have any additional questions about this I can help with. 

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  theresa montoya

  • September 17, 2022 03:50

  New to practice. Learning to navigate the system and inputting data properly is a challenge. Also had a client email address wrong. I need to resend documents. I think I am going to try another platform. I initially set up on this platform due to ease of sending forms.
  Difficult to manage and find completed doc.

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  Robin Nichols

  • October 27, 2022 18:46

  When I click on share, its doesn't give the option to resend new/blank forms.  What am I doing wrong? Thanks, Robin

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  Amy Beston

  • January 18, 2023 18:32

  I have this question as well.  There doesn't seem to be an option to resent new/blank forms.  It just allows to resend forms that were already signed.  

   

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  Amy Beston

  • January 18, 2023 18:38

  I just tested using Jamie Appleseed and if you just click the boxes on the documents you want to send anew (even if previously signed), they will get a new copy to sign.  

   

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  Lydia Blackwell

  • March 09, 2023 00:01

  Does it save the signed copies from the past when we resend the documents?

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  Amy Beston

  • March 09, 2023 16:17

  Yes, it does

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