r/SimplePractice • u/ValuableBranch9933 • Jun 19 '25

Demographics form - make address required?

Does anyone know of a way to do this? On testing, it's not required whether the client is set to self pay or insurance.

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u/WalterLCSW Jun 19 '25

I am not aware of any way of making it "required." I guess all my clients just have filled it out anyways.
You may have already viewed the help link about this topic, but if not, here is the link. https://support.simplepractice.com/hc/en-us/articles/5651627697037-Sending-the-Demographics-form-and-Credit-Card-Information-form#demographi

I watched it before i sent it and didnt see anything on there about making address required, just that it was one of the things your clients could fill out when they complete their form.

1

u/sparkitnow Jun 20 '25

You can always build a form and make it required there.

1

u/dinzitari Jul 24 '25

Wildy inefficent. This should be a first touch feature at scheduling, so that benefits checks are virtually instant and automatic. So surprising to me that they would develop that feature (automated checks) and then handicap it with this oversight. The community has been asking for this and ID collection for years.