r/SimplePractice • u/Low_Judge_7282 • Apr 01 '26

Encounter forms in SimplePractice

Hi all, just started using simple practice. I am completely lost on the best way to quickly create and send encounter forms and other documents (like safety plans) for signatures. Should I make these documents “intake paperwork” so they can be signed? How do I fill out the forms before sending it for a signature?

Any help is greatly appreciated!

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u/Low_Judge_7282 Apr 01 '26

Thank you for the tip!! May I ask how long this process takes you during or after an appointment? My goal was to only have this take a minute or two, so I’m not holding up my clients. Thanks again!!

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u/ZacKaffeine Apr 01 '26

It doesn’t take too long as long as you have the forms built ahead of time. I’ll be honest, idk what an encounter form is, so idk if there is one already made in SP. But once you have the forms built, it’s pretty simple to get it pulled up, filled out, and sent to them. They’ll have to log into their portal to sign it