Release of information and e-signature
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I wanted to see if Simple Practice has the ability to send a Release of Information form that we would fill out as an assessment and have sent to the client. The client would be able to review it and e-sign it. I know we can send a generic Release of Information form as part of the intake paperwork; however, if we have to add additional Release of Information forms, I do not think anything listed as an assessment can be e-signed by the client. Is there a workaround here besides simply sending a PDF to the client and having them sign and return.
Please note this is a massive headache and issue.
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Hi Philip,
You can duplicate forms which will allow you to send the release of information multiple times. Keep in mind that once a client has completed and signed a form, you can immediately resend that same form to them to complete again, however, duplicating the form will allow you to send the copy of the same form at the same time or send it before the first one is finished being completed.
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