Client already has a Simple Practice Account for her Son

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Stacy Ellis

• April 26, 2021 23:23

Hello,

I am been unsuccessful in adding my patient to the portal. She already has a Simple Practice account for her son. It did not allow me to sent her the intake forms in and email. I did try sending her the 24 hour unique pin and this did not work. Can someone advice if she can have two simple practice accounts as a client (one is for her under age son)? Or if there is a way for me to register her separately to my Simple Practice account?

 

 

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  Sonny Saltalamachia

  • April 26, 2021 23:56

  Hello, 

  I've had this problem. It's the e-mail address that caused the issue for me.  
  Client needs to have a different e-mail than the Contact (Parent). So she and her son need their own separate e-mails so they can each access the client portal, via their e-mail. This also allows you to send them different documentation should that need arise. 

   

  I hope this helps... 

   

  Sonny 

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  Ayelette

  • May 24, 2021 00:07

  Hi Stacy and Sonny,

  For some background, when a single party in your account has a few roles, e.g. they are a contact on one or more minor profiles and they are a direct client, you can set up the same core profile on all of these profiles so that this party can receive appointment reminders and access the Client Portal for all profiles using the same contact information.

  Here's how you can create an individual client profile for a contact:

  1. On the minor's profile > click Edit > Contacts.
  2. To the right of the contact, click Manage > Create an Individual Client.
     
     

  For more details on managing contacts for minors, I recommend checking out this Help Center resource: Enhanced Client Management for Minors.

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