Sending ROIs - e-signature and form categoryAnswered
I need to send clients ROIs. In order to have an e-signature, it seems the ROIs need to be in the "intake" category. However, I often need ROIs after an initial intake. But because the form is associated with intakes, the form is not available to share with clients after their intake appointment. If I move the ROI to a different category, such as "assessment" or "treatment plan" there is no option for including an e-signature, which defeats the purpose. How do others handle this? And can SimplePractice fix this?
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.
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.
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:
You can even sign up for an online class on the subject.
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.
I was just encountering this issue and was able to resolve it by changing the type of form from an "assessment" to an "intake form" at the top of the page, once you click to edit the document. I was able to send it to a client who already received the first email of intake paperwork. Hope that helps others too!
I sent a ROI to a client that needs her partner's signature. When the client types in the partner's name, the form doesn't offer "partner's signature" in the drop down box.
Without a drop down that reads "partner's signature," the template then lists the partner's name as the client.
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