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Sending ROIs - e-signature and form category

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4 comments

  • Kathleen Burke

    Hi Jessica. Not sure why you think you can't share a Release of Information form after an intake appointment. On the right-hand side of the client's page, under "Shared With Client". Click "Share New". You should be able to send any intake form again, even if they've already filled it out once before. 

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  • Jessica Sarabale

    Thank you for replying, Kathleen. I did not share an ROI with the client during intake, so there's no form to re-send. And when I am on the client's overview page and select "share", the whole category of intake paperwork is not there. Am I missing something? I'm pretty new to Simple Practice, but this seems to be the case with all clients, not an outlier. So again, if I change the category the paperwork falls under, I lose the option of the e-signature. 

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  • Kathleen Burke

    I think for me to try to explain how to accomplish what you need over this post would be extremely difficult. SP has pretty good help documentation. You can copy and paste the following links in your browser to learn about forms and intakes:

    https://support.simplepractice.com/hc/en-us/articles/6985647978637

    https://support.simplepractice.com/hc/en-us/articles/207925943-Sending-intake-forms-and-documents-to-clients#howdoishare

    You can even sign up for an online class on the subject.

    https://support.simplepractice.com/hc/en-us/articles/360057828331-Paperless-Intakes-on-demand-class

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  • Jessica Sarabale

    Thank you again for your time and help with this, Kathleen. I really do appreciate the response and not having my question sit in an empty void. I have used the online classes and support guides, and I seem to be running into a unique issue. I've opened a support ticket and will try to get it resolved that way. 

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