Raising rates

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Eric Williams

• January 03, 2022 17:22

I need to notify all my clients with a letter indicating I am raising my rates. Then, I need them to sign a new agreement for therapy form. What is the easiest way to do this? 

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  Susan Fee

  • January 03, 2022 17:51

  I'm looking for the same thing - thanks for posting!

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  Katie Besly

  • January 03, 2022 19:05

  Same!

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  Sara

  • January 03, 2022 21:28

  Hi everyone,

  I recommend creating a consent document with this information and then sending it to the client via their Client Portal. The client will then be able to review this document in their Client Portal and add their e-signature which will then allow you to keep the signed document in their client file. To create a consent document, go to Settings > Client Portal > Shared Documents and Files > +Consent Document.

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