GFE with client signature needed

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Melissa Featherstone

• January 12, 2022 17:33

I need to be able to complete the information for the GFE, Treatment plan and have client's sign them. I cannot do this under assessments. I cannot complete it for the specific client in the intake section.  I also need client's to have access to the GFE through the portal. 

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• 

  Sara

  • January 12, 2022 20:40

  Hi Melissa,

  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.

  Here is our recommendation for how to use the GFE template:

  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.

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