How to access the new signature feature?

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May Han

• January 06, 2022 20:39
• Edited

Hi all! 

I received this update this morning from SP introducing the client and contact signature feature ( in addition to the consent signature). Here is what it says: 

Introducing Client and Contact Signatures on Documentation The new signature feature makes it easy for you to gather necessary signatures directly from the Client Portal. Simply access the treatment plan, progress note, or assessments that need to be reviewed and signed within SimplePractice. From there, send them directly to your client—or their caregiver, primary care provider, or guardian—to gather their signatures via the Client Portal.  I found myself having a hard time figuring out the sending button. for the assessment ( trying to figure out a way to send the Good Faith Estimate Assessment to clients and have them sign it). I only see the download option. Would appreciate any pointers!

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• 

  Sara

  • January 07, 2022 20:28

  Hi May,

  We are currently in the process of releasing this feature out to customers. You will receive an email once it has been released within your account in the coming weeks.

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