FORMS & TEMPLATES - Please Add Option to Upload Pre-Customized Practice Consent/Intake/Questionnaire Forms
It would be really beneficial to have the option to upload our own business consent, intake and questionnaire forms. Currently, the only option available is to create a "custom" template using SimplePractice formatting design or to "share forms via upload" with clients to download, fill-out/sign, and re-send to therapist. This is not efficient or productive.
It would be easier and more productive to allow personalized business consent, intake and questionnaire forms to be uploaded and sent via email when client is gaining access to the portal.
For example: I have forms that I created in MS Word that are formatted a certain way. They are more appealing and allow for greater customization. However, currently I am not able to upload them into SimplePractice and check the box when establishing new clients and sending out initial emails for portal access. I understand there is the option to "electronically sign" consent forms however some of my consent forms require more than a simple signature. They require initials, writing you name, dob, etc.
If this is already an option and I am somehow missing it, please advise. Otherwise this feature would be a game changer.
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I agree! I have spent thousands of dollars on my website, advertising, etc. To send these boilerplate input forms to clients without even having the ability to center my address, add bold print is positively archaic. If SP does not up their game soon, I am going to have to find another software company, which is sad since I love everything else about simple practice.
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I agree! I am new to Simple Practice and am appreciating the built in options. However I have my own forms that I have spend hours creating and perfecting. It is frustrating that I either have to re-create or send outside of the secure portal (which was another appeal of SP, appeal for security).
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