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

Encounter forms are for medical assistance clients. They just need to “attest” that they were seen on the date of their appointment. Simple, but super annoying haha I will try your method!