Setting up Family 2 adult siblings and their mom

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Diana Maxwell

• March 30, 2021 21:04

Hi! Thanks for all of the info so far!  We have one family I am about to set up.  The daughter was seeing a therapist that has left. The daughter and mom saw another therapist together. NOW, the son, daughter and mom want to meet.  From what I've read, it sounds like I set each of them up as individual (the mom and daughter are already in as a couple and as individuals) and make one of them responsible for payment.  Does that sound right?

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  Ruth

  • April 08, 2021 22:44

  Hi Diana, you don't need to set up the daughter and mother up again, you can just create a new client profile for the brother and then create overlapping individual appointments for each individual client profile. You can reassign who the primary clinician is for mother and daughter so that a clinician that's still working at your practice will have access to their profiles. If you're holding a Telehealth session with the family, make two of the clients' overlapping appointments set to a physical office location and make one of the appointments' location Telehealth: Video Office. Then you want to click on the Telehealth appointment > Share Link > Copy Link and send it out to the other two clients through secure messaging, or outside of SimplePractice. You'll also want to make two of the appointments $0 and only add a fee to the client's appointment that will be responsible for billing! We're working on a feature that will better facilitate group and family appointments, but for now, this is the best workflow. 

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  Lenora Ziegler

  • May 18, 2021 13:26

  how do we reassign a client in the practice to a new therapist?    thank you 

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  Julianne Farrell

  • January 29, 2022 21:03

  I have new clients, a mom and two adult children, I am about to set up.  I am unclear as to how to go about this.  Please let me know how to go about this.  Thanks! 

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  Diana Maxwell

  • February 03, 2022 13:39

  Hi Julianne - from my experience, you set each of them up as individual and schedule all three as individual appointments, but make the fee for two of them $0.  

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  David Lieberman

  • February 11, 2022 02:34

  Hi Ruth, just 'bumping' this thread as a request to set up a feature that makes family systems easier to create and manage.  TY!

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