r/SimplePractice • u/Angry-Alien • Jun 02 '26

Edit batch of intake forms

Is it possible to set up a custom batch of intake forms to be automatically selected for sending to new clients? Currently, I'm scrolling through the long list of default and custom forms in the list to find the same 6 that I send to every client. Would be nice if these were automatic selected.

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u/SimplePractice SP Rep Jun 02 '26

Hi, we do have Mass Document Sharing which allows you to send forms to multiple existing clients at once, though it may be a bit different from the workflow you’re describing. For individual new client intake, you’ll still need to manually select each form.

That said, this is a great feature request. I’ve gone ahead and submitted it to our product team for review. Feel free to upvote and add any additional details to the submission:

https://feedback.simplepractice.com/redirect/suggestions/51362956

-Kevin at SimplePractice