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Re-sending Intake documents for ongoing services.

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7 comments

  • theresa montoya

    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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  • Amy Beston

    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

    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

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

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  • Amy Beston

    Yes, it does

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  • Robin Nichols

    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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  • Gillian

    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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