Becca Ferguson--Authentic Coaching/Plug & Play EHR Client Reminders Template đź“§

  • $9.99

Plug & Play EHR Client Reminders Template đź“§

  • Course
  • 4 Lessons

Pre-written client reminders you can copy and paste into your electronic health record! Designed to reduce back-and-forth messages, support online booking, and help you protect your time without sounding robotic. Use this as a starting point while your setting up your account or a replacement for the default reminders once you're ready for clearer boundaries!

Choosing an electronic health record already feels like a big decision.

But the setup shouldn’t be the thing that makes you shut your laptop.

Then you finally open SimplePractice, click into reminders, and suddenly it feels like you’re expected to have your entire practice figured out before you’ve even seen a client.

So you do what most of us do:

⚙️ You leave the defaults.

⚙️ You skip the reminders altogether.

⚙️ You tell yourself you’ll come back to it once things feel calmer.

And then things get busy.

These Plug & Play Reminders exist for that exact moment. To give you something solid to start with, so setup doesn’t become another reason you feel stuck or behind.

When I say Plug & Play...

I mean it!

These Plug & Play Reminders are a done-for-you set of client email and text reminders designed to work inside SimplePractice. They’re written so you don’t have to start from a blank screen or wonder if you’re saying the “right” thing.

You can use them:

👉🏼 while setting up SimplePractice for the first time

👉🏼 or as a cleanup when the default reminders no longer fit your boundaries

Either way, you’re getting language that’s clear, calm, and intentional.

What's Included??

This bundle includes pre-written reminders with built in macros that support the most common points of client communication, such as:

🚨 Booking and appointment confirmations
🚨 Appointment reminders
🚨 Telehealth and portal access reminders
🚨 Paperwork and administrative prompts
🚨 Scheduling changes and cancellations
🚨 Payment and follow-up reminders

They’re written to sound human and respectful, while still being clear about expectations.
You don’t have to use every reminder.
You just need the ones that make your day feel more predictable.

Welcome! ✨

Well, hello there! 🙋🏼‍♀️

Client Reminders Template 📎

Google Docs Templates are super easy to use! You don't have to request to share a folder or go through any loopholes! Once you click "use template," you can quickly edit and save the document directly to your Google Drive. With a clean, professional format, this template helps you stay organized and efficient, ensuring smooth operations for your private practice.

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The Client Reminders Template Link đź”—

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Why This Helps

Clear reminders don’t just save time. They reduce mental load.

They help:
✔️ cut down on repetitive messages
✔️ set expectations before problems come up
✔️ support online booking without constant follow-ups
✔️ protect your time blocks quietly, in the background

Once these are set up, your system starts doing some of the work for you.

New to SimplePractice? Start Here!

If you’re still deciding on an electronic health record, or you’ve just opened a SimplePractice account, this product is designed to make setup feel less overwhelming.

You can use these reminders as:

✨ a starting point while you’re setting up your account

✨ a guide for how client communication can work inside SimplePractice

✨ or a replacement for the default reminders once you’re ready for clearer boundaries

If you decide to use SimplePractice, I’ve included my affiliate link below so you can explore it while supporting my work at no extra cost to you.

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