Simple Practice How To Resend Intake Forms - 0 00 4 30 Intro How to Add a New Client and Send Intake Paperwork in SimplePractice SimplePractice 11 3K subscribers 3 6K views 1 year ago SimplePractice Tutorials How to add a client in
How can I resend intake paperwork quickly if the client doesn t receive it This has happened twice and I don t find out until the day before or day of the appointment I have little time to prepare for an intake I ve resorted to emailing my old intake packet from pre SP
Simple Practice How To Resend Intake Forms
Simple Practice How To Resend Intake Forms
2 months ago Updated In SimplePractice, you can share three types of paperless intakes with a client via the Client Portal: consent documents, intake forms, and PDFs. In this guide, we'll cover: Consent documents Editing an existing consent document Adding a new consent document Setting consent documents as default Intake forms
How to resend after the first time 0 Facebook Twitter LinkedIn 7 2 months ago Please sign in to leave a comment New post Learn how health and wellness professionals can easily use SimplePractice s features and workflows to streamline their practices and better serve their clients
Resending Intake Paperwork SimplePractice Support
Click the Share button to the top right corner of the client s file check the box next to the form to resend it 4 If your client has completed the form then you won t see the X in the SHARED WITH CLIENT box but you ll be able to resend the form anyways
Resend Intake Forms Kareo Help Center
On the client s profile go to the Shared with Client section on the lower right click the X to the right of the relevant document to remove it from the list click Share on the top right of the client s profile page and the document will be available to share again
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If a client hasn t received their booking confirmation email with the intake form you can use the following steps to resend the message 1 Diary 2 Click the appointment from the Diary 3 Select Resend Message from the top menu 4 Select OK 5 Click SAVE to leave the appointment screen
Resend Intake Forms Kareo Help Center
1 Comment actions Permalink Ruth October 01 2020 19 49 Hi Victoria and Catherine If you d like to resend a link to the Client Portal please enable Secure Messaging and send them a message with the Client Portal link To enable Secure Messaging for your practice go to Settings Secure Message
Watch more: support.simplepractice.com/hc/en-us/articles/360020622052-Getting-started-with-SimplePractice
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Simple Practice How To Resend Intake Forms
1 Comment actions Permalink Ruth October 01 2020 19 49 Hi Victoria and Catherine If you d like to resend a link to the Client Portal please enable Secure Messaging and send them a message with the Client Portal link To enable Secure Messaging for your practice go to Settings Secure Message
How can I resend intake paperwork quickly if the client doesn t receive it This has happened twice and I don t find out until the day before or day of the appointment I have little time to prepare for an intake I ve resorted to emailing my old intake packet from pre SP
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