Good faith estimate
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The provider can create a Good Faith assessment for the individual by clicking on the blue "new" button. The form can only be completed if you open another window with the client's information next to your "assessment" because it doesn't population by itself. Once created you can save it as a PDF and subsequently upload it as a new document in the client's record. However, you can not send it through the portal - unless someone knows how to add it to the list of documents because "assessments" are not shared in the portal. Consents and policies can be listed and shared with the client. It seems that the PDF version can be emailed to the client but since it has PHI I don't want to send it through email.
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Hi Geertina,
To use the SimplePractice GFE Assessment:1. Go to your Settings > Notes & Forms > Template Library > under Assessments > +Add > Good Faith Estimate for Health Care Items and Services. In Settings > Notes & Forms > under Assessments > click on Good Faith Estimate for Health Care Items and Services to edit the template.2. Go to your client’s file > New > Assessment > select Good Faith Estimate for Health Care Items and Services from the dropdown list > fill out the Assessment > Save > Lock & Sign.3. To share the GFE with a client > click on it from the client’s Overview page > click on the downward arrow to the top right to Download. Navigate back to the client’s Overview page > click Upload to the top right > upload the downloaded GFE from your computer.4. Click Share from the client’s Overview page > check the box for the GFE under Uploaded Files > follow the prompts to send it to your client through the Client Portal.Your clients aren’t required to sign the GFE. The status of the shared document will update from “Shared” to “Downloaded” once they click on it in the Client Portal.
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