Good Faith Estimate

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Paul Marcille

• January 01, 2022 02:22

This form needs to be completed by the therapist then sent to the client.  Is this possible in Simple Practice? 

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  Sheila A. Balog

  • January 01, 2022 14:05

  I have the same question.  It is unclear how to actually use this form on the platform.  

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  Sheera N. Harrell

  • January 01, 2022 19:11

  So far I have filled the form out in the assessments section. But I’d like to send it securely through the client portal. Who knows how to do that?

  I assume it’d be the same as giving clients access to their PHI (notes); but, to date, that’s something I haven’t done with SP so I have zero experience or knowledge of where to start.

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  Koy Estikta

  • January 01, 2022 20:19

  I have altered the form with my disclaimers and added my personal information, however, I am not finding where I can attach this to a particular client. I assume that it would have been a form that populated with each individual's information under each client's case and then the provider could fill in the rest. Do we print out the template and handwrite in our estimates and then present? This is important to know going forward so we don't even schedule our clients until we can present them with this estimate 3 days prior to seeing them. It would also be important to understand how we can upload this into the case notes. Are we supposed to issue a portal PIN for Clients to get into their cases and view the form? Please advise. Thank you.

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  Rhonda Norwood

  • January 01, 2022 22:40
  • Edited

  I am not seeing the form under the template library. The only "G" form is for "GAD," and I do have it filtered for "View all professions." Any other advice on how to access it?

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  Sheera N. Harrell

  • January 01, 2022 23:55

  It’s under Assessments. If you scroll you’ll see. It’s the only G-titled assessment.

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  Rhonda Norwood

  • January 02, 2022 01:10

  Thank you, Sheera!

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  Sheila A. Balog

  • January 02, 2022 15:19

  I found a decent work-around.  I customized the form to meet my needs.  I then pull up the "preview" and complete it with the client information.  Then, I hit the "print button".  On my MacBook I can save as a pdf file instead of printing.  I then save the file to my HIPAA complaint cloud server (or hard drive).  Then I go back to Simple Practice and go to the "upload documents" link and move the file there.  I then send the client a notification with a link to the estimate (like I would if I were sending them a link to intake paperwork).

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  John Thompson

  • January 09, 2022 00:30

  Why was this form created as an 'Assessment'? It would be FAR more useful as a 'Consent' form. Many of the fields could be pre-populated with client data and then the form could be sent via the portal and the client could, optionally, e-sign it as part of their on boarding package. 

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  Chase Counts

  • January 09, 2022 14:22

  The current form is not allowing me to adjust my practice details, and I agree it needs to be with the consent forms!

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