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Re-sending forms to a new client after I made a mistake in his email address

Comments

12 comments

  • Christie Ballard-Frazine

    I experienced same issue and looked here for help,,,unfortunately no help.  :(

     

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  • LISA CARLSON

    Me, as well. I changed the email address and it looks as though it is going to send the new set of forms to the old (wrong) email address. 

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  • Cynthia Heier

    How do I resend a form? I want to resend release of information forms at various points during therapy and SP won't let me send the form more than one time.

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  • Danny Shoemake

    HOw can I resend by email the information I sent to client earlier?

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  • Nicholas D. Brown

    How can I resend by email the information I sent to client earlier? system does not allow it seems?

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  • Kelly Burris

    Hi! I submitted the link for this question to support asking for help answering it. :)

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  • Jimmy Dunham

    Since simple practice hasn't responded I will take a stab at it since I made need to do this with a client this evening.  Try deleting the documents already shared under the client overview.  Then see if it will let you re-send.  Hope that helps.

    Jimmy

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  • Michele Tennyson

    Here is what I figured out about correcting an email address and resending intake documents:  1) go to the client's record, click "edit", and delete the incorrect email address under client info tab and add the new one and save.  THEN, while still in edit mode, go to client portal tab and correct the email address there too (In my experience, if you don't correct the email address in both places SP will hold onto the original incorrect email when sending documents).  In order to resent documents, like Jimmy Dunham said (thank you!) and delete documents already shared under the client overview.  Click Share and select the docs you want to re-send.  I hope this is helpful!

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  • Laura Hays

    Awesome and thank you!! perhaps that is how you update forms as well...but then don't have the old ones for records...

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  • Jimmy Dunham

    In order to save the old ones in the chart, print them and then scan them back in.

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  • Kirsten Jettinghoff

    I have a similar problem.  I want to send a ROI to existing client, but "Share New" option only brings me to the page that Intake forms were sent.  It's greyed out--No option to send another email. Thank you.

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  • Jimmy Dunham

    You might have to print the old one and then delete it. Then it should not be grayed out anymore. You can scan the old one back into the chart if necessary. 

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