Resending Client consent forms each year - Is there a way to automate it yearly?

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Jennifer Burley

• July 27, 2022 21:25

Our clients who have been coming to the practice for over a year need their consent forms signed every year. Is there a way to automate them to receive an email regarding completing the documents when they are expired? 

 

 

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  Sara

  • July 28, 2022 17:17

  Hi Jen,

  There is not a way to automate this process, therefore you will need to manually resend your clients their forms. I recommend voting on this idea on our Ideas and Suggestions Board: https://feedback.simplepractice.com/

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