How do you send a release of information to a client. Could you please list a step by step process. I

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Gilbert McCurdy

• January 13, 2022 23:55

Hello, I'd like to send a release of information to a client. And, while I figured out how to edit it from the template. I don't see a way to send it. Someone once said that when they entered the client portal it was not there. I think you have to manually send it. But then how do they send it back to you?

Many thanks, 

Gilbert

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  Sara

  • January 14, 2022 20:31

  Hi Gilbert,

  To share a form with a client, go to the client's Overview page > Share > select form > Review and Send. Here is a helpful Help Center guide on this process: https://support.simplepractice.com/hc/en-us/articles/207925943-Sending-intake-forms-and-documents-to-clients To edit a template, go to Settings > Notes and Form > click Edit next to the template.

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  Maria Pipitone

  • November 29, 2022 13:28

  Is there a way to edit the form for the client and SPECIFIC agency without changing it for all clients?

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