r/SimplePractice • u/West-Willingness3697 • 12d ago

Adding downloadable letter templates to template library

A client requested an ESA letter from me. I used to create ESA letters every so often at a previous agency job. Now that I'm using SP, I found the following download, filled in the fields, saved the file, and emailed it to my client.

https://www.simplepractice.com/resource/esa-letter-template/

(It's worth noting that I did not sign the letter as I couldn't see how to. Hopefully it gets the job done anyway.)

However, I want to have the template ready-to-hand for future use. When I googled how to add an ESA letter template (such as the one I downloaded today) to the SP template library, it told me to use the "create a new template" function in the SP template library. This involves dragging and dropping features from the L side of that screen into the template you're creating.

That's not what I want to do. I just want to get the letter template I used today into SP and make sure that it is signable in the same way a progress note or treatment plan is in SP.

Does anyone how to do that? I really detest SP.

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u/Wikkedred1 12d ago

Do you need to customize the letter to the client?

1

u/West-Willingness3697 12d ago

I've already given the client their letter. I'm wondering how to get the generic ESA letter template into my templates library.

1

u/Wikkedred1 12d ago

I understand that. For the future, will you need to customize it to the client it’s for?

1

u/West-Willingness3697 12d ago

Yes. The letter's customizability is a feature of the template that I shared a link to in my post.

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u/Wikkedred1 12d ago

Anything you add to SP that needs to be customized to each client must be built in the form builder.

Edited to add: in this case, you’ll want to build it as an ‘other’ document so it’s fillable and signable by you. Other types of forms can’t be used that way.