Client Feedback

Answered

Follow

Nicole Feehan

• March 20, 2022 11:45

I'm operating a solo practice with a limited number of clients. I would like to send a feedback survey to my clients quarterly, but I'm wondering if there any specifics I need to think through to stay compliant and/or make my clients comfortable providing feedback?

Beyond that, if I do send out these surveys, I'm unsure how to do it in SimplePractice. How do I need to create a form so I can sent it to my clients after intake? Can I automate the message for all of my clients, or will I need to do it manually?

0

• 

  Sara

  • March 23, 2022 17:56

  Hi Nicole,

  You can create a form by going to Settings > Notes and Forms > +Create New Template. Once you have created your form, you will send it the same way that you send a client their intake form. Here is a helpful Help Center guide on how to create a customize a form: https://support.simplepractice.com/hc/en-us/articles/360000188623-My-Notes-and-Forms-Creating-customized-client-intake-and-progress-note-templates

  0

  Comment actions Permalink

Please sign in to leave a comment.