Ipad for client use to complete paperwork?

Follow

Kenni Uribe

• August 09, 2021 16:58

I would like to use my IPad for clients who have not completed their paperwork electronically, this way it is saved without me having to print it out and upload making it more difficult to find and review. However, I am unsure how to login to the Ipad or what site to use so the client can log in to their account to complete forms. Anyone have any suggestions or have done this in their practice? 

0

• 

  Jeanine Hansell, LCPC,NCC, CSOTP

  • September 29, 2021 15:26

  Under client communication in settings is your link for your client portal.  You can have that linked page bookmarked and they can sign in that way. 

  0

  Comment actions Permalink
• 

  Nicole Felkel

  • January 19, 2022 04:15

  I have clients who I have seen prior to utilizing simple practice. Now that I am using simple practice should they sign up on that links as an existing client or new client? They would be new to the portal but entered in to the system already by me. Thanks?

  0

  Comment actions Permalink

Please sign in to leave a comment.