client signatures in Simple Practice

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Traci Lenzi

• August 02, 2021 14:36

After talking to an attorney, he explained that the check box in SP in place of a signature on client forms is not legally sufficient.  I am not aware of any other way to sign forms in Simple Practice.  Is there a way to do signatures in SP that I am not aware of?  If not, what are you doing for a workaround?  Thanks! 

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  Sara

  • August 02, 2021 17:46

  Hi Traci,

  I see that my colleague Travis was able to connect with you via chat and answer your question about signatures on forms.

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  Brandy Schumann, PhD, LPC-S, NCC, RPT-S

  • August 16, 2021 10:49

  Can the answer be shared publically?

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  Sara

  • August 16, 2021 16:45

  Hi Brandy,

  When a client checks the box to add their e-signature on a Consent Document, this can serve as an automatic signature. If you would like for your client to be able to actually physically sign a document, you can send the document to the Client Portal and have them print it, sign it, and then manually upload back into the Client Portal.

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  Gregory Reynolds

  • September 28, 2021 00:44

  Um, that is not Simple at all, Sara. The reason for an EHR is so we don't need to rely on clients to print out and sign and send back documents. That is an audit disaster waiting to happen. Please make something like the superbill and treatment plan e-signable ASAP. 99% of my clients are telehealth. 

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  Anita Baruah

  • October 06, 2021 17:33

  And treatment plans and crises plans. This is industry standard.

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  Barbara L. Mercer

  • October 22, 2022 19:43

  How do you insert a box to check for the signature

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  Sara Camolli

  • November 07, 2022 05:53

  Has this been resolved yet? For almost $100 a month for top tier, and many programs out there for obtaining a signature or marking up a form…I’m sure SP would be able to offer this to their customers! I see here that people have been asking for it for over 3 years…. Has it been completed

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  Kim Linden LPC Associate R6051

  • March 28, 2023 23:32

  Client wants to change her signature for new legal last name. We are reading it is the same signature used at intake.

   

  Please could you provide instructions where to do this so we can support client choice? Thank you.

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