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Using our pre-built templates

Using our pre-built templates

At Settings > Documentation > Template library > View pre-built templates, you’ll find dozens of pre-made templates that were created to help streamline your documentation process. The templates are organized into five categories: Scored measures, Intake documents, Progress notes / Session notes, Other documents, and Diagnosis and treatment plans.

In this guide, we’ll cover:

Note: Full access to our pre-built templates is only available with the Essential and Plus plans. The Starter plan only includes access to intake documents and scored measures.


Accessing our pre-built templates

To access our pre-built templates:

  • Click the eye icon to preview the form
  • Choose + Add to add the form to your Template library

Note: To learn how to edit a pre-built template or create your own templates, see Creating customized templates. Intake documents are customizable on the Starter plan, while the Essential and Plus plans offer access to all templates.


Using Release of Information (ROI) templates

Our pre-built templates also include Release of Information (ROI) templates. These templates will need to be updated to reflect your practice details and align with your state's specific requirements.

To do this:

  • Find the Release of Information template you’d like to use
  • Choose + Add to add the template to your Template library
  • Navigate to your Template library
  • Click the Release of Information template that you added
  • Select each question to fill in your specific practice details

  • Click Save
  • Continue for each practice detail in each question
  • Click Save

List of our pre-built templates

Below, you'll find a list of all templates available for each document type:

We’ve also created customizable letter templates for colleague referrals, treatment discontinuation, and more, which you can access for free here: Free Fill-in-the-Blank Therapist Letter Templates

Tip: We're constantly adding new templates to the library, so be sure to check back frequently.


Scored measures

Note: See Getting started with measurement-based care to learn how to use scored measures. These measures are scored automatically. Unlike intake document, progress note, other document, and treatment plan templates, scored measure templates can't be edited.

  • GAD-7
  • PHQ-9
  • PCL-5
  • AUDIT

Intake documents

Note: See Sending intake forms and documents to clients to learn how to send intake documents and questionnaires to clients through the Client Portal.

  • ABA Child Intake Form
  • Acupuncture Intake Form
  • Adolescent Intake Questionnaire
  • Adult ADHD Self-Report Scale (ASRS-v1.1) Symptom Checklist
  • Adult and Adolescent CBIT Intake Form
  • Adverse Childhood Experience (ACE) Questionnaire
  • Automobile Accident Intake
  • Chiropractic Intake Form
  • Clasificación de gravedad, participación en areas de patología del habla (Versión del cuidador)
  • Clasificación de gravedad, participación en areas de patología del habla (Versión paciente)
  • Clinically Useful Depression Outcome Scale (CUDOS)
  • Consent for Minor Usage of Software Services
  • Couple Therapy Policy: Limited Secrets Policy
  • Couples Counseling Initial Intake Form
  • COVID-19 Pre-Appointment Screening Questionnaire
  • DASS 21
  • Disabilities of the Arm, Shoulder and Hand (DASH)
  • Dissociative Experiences Scale (DES-II)
  • Drug Abuse Screening Test (DAST-10)
  • Eat A Rainbow Evaluation
  • EAT 26
  • Eating Assessment Tool (EAT 10)
  • Edinburgh Postnatal Depression Scale (EPDS)
  • Feeding History and Infant Behavior
  • Follow-Up LEAP Symptom Survey
  • Food Journal Week 1
  • Hand Profile
  • In Case of an Emergency - Telehealth
  • Initial LEAP Patient Consult Form
  • Initial LEAP Symptom Survey
  • Intake Form - Lactation Consultant
  • Intake Questionnaire - Long Version
  • Massage Therapy Intake Form
  • Medical Board of CA Notice to Patients
  • Mood Disorder Questionnaire (MDQ)
  • My Symptom Questionnaire (MySQ)
  • Neck Disability Index
  • Nutrition Assessment - IFNA
  • Nutrition Intake Form
  • Nutrition Intake with Pediatric Add-On
  • Occupational Therapy Child Intake Form
  • Oswestry Lower Back Pain Disability Questionnaire
  • Pain Assessment Intake Form
  • Pediatric CBIT Intake Form
  • Pediatric Stuttering History
  • PHQ-2
  • PHQ-9 - En Español
  • Physical Therapy Intake Form
  • Psychiatrist / PMHNP Follow-Up Parent Questionnaire
  • Psychiatrist / PMHNP Follow-Up Questionnaire
  • Psychiatrist / PMHNP Intake Questionnaire
  • Psychiatrist / PMHNP Parent Intake
  • Ranking Severity, Speech Pathology Areas of Involvement (Caregiver)
  • Ranking Severity, Speech Pathology Areas of Involvement (Patient)
  • Release of Information
  • Release of Information - En Español
  • Release of Information - For CA Clients
  • Release of Information - Short
  • Shoulder Pain and Disability Index (SPADI)
  • Speech Language Adult Intake Form
  • Speech Language Child Intake Form
  • Speech Pathology Areas of Involvement
  • Standard Intake Questionnaire - En Español
  • Standard Intake Questionnaire Template
  • Substance Use Intake Form
  • Testimonial Release Form - Client (Name Disclosed)
  • Testimonial Release Form - Client (Name Not Disclosed)
  • Testimonial Release Form - Colleague
  • The CRAFFT Questionnaire (Version 2.1)
  • Third Party Financial Responsibility Form
  • Trans Woman Voice Questionnaire (TWVQ)
  • Transgender Self Evaluation Questionnaire (TSEQ)

Progress notes

Note: See Using progress and psychotherapy notes to learn how to use progress, or session, notes.

  • ABA Initial Session Note
  • Acupuncture SOAP Note
  • ADIME Basic Note
  • ADIME Note
  • Articulation Goal Tracker
  • Bedside Swallow Evaluation New Template
  • Biopsychosocial Assessment & SOAP
  • CBIT - Daily Treatment Note
  • Chiropractic New Patient Examination
  • Chiropractic SOAP II
  • Chiropractic SOAP Note
  • Counseling Progress Note
  • DAP Note
  • Detailed Speech Language Pathology Note
  • Eagala Equine Specialist Note
  • Eagala Mentoring Process - Session Journal
  • Eagala Session Progression Note
  • EMDR Therapy Case Conceptualization Note
  • EMDR Therapy Treatment Summary Note
  • Family Progress Note
  • Gilman HIPAA Progress Note
  • Group Therapy Progress Note
  • Group Therapy Progress Note II
  • Initial Clinical Evaluation
  • Initial Detailed Visit - Acupuncture 
  • Lactation Consult Evaluation
  • LEAP First Consultation
  • Nutrition Progress Note
  • Occupational Therapy Adult Evaluation
  • Occupational Therapy Evaluation
  • Occupational Therapy Instrumental Activities of Daily Living (IADLs) Evaluation
  • Occupational Therapy Pediatric Evaluation
  • Occupational Therapy Pediatric Evaluation - Fine Motor
  • Occupational Therapy Pediatric Evaluation - Primitive Reflex
  • Occupational Therapy Pediatric Evaluation - Self Care and ADLs
  • Occupational Therapy Pediatric Evaluation - Sensory Integration
  • Occupational Therapy Pediatric Evaluation - Visual Motor
  • Occupational Therapy Re-Evaluation
  • Occupational Therapy Torticollis Evaluation
  • Oral Mechanism Examination
  • Orofacial Myofunctional Evaluation
  • Pediatric Stuttering Assessment Results
  • Physical Therapy Initial Evaluation
  • Progress Note - Lactation Consultant
  • Psychiatrist / PMHNP Follow-Up Note Template
  • Psychiatrist / PMHNP Follow-Up Note Template (Short)
  • Psychiatrist / PMHNP Intake Note
  • SLP Gender-Affirming Voice Evaluation for Non-Binary Clients
  • SLP Gender-Affirming Voice Evaluation for Transgender Men
  • SLP Gender-Affirming Voice Evaluation for Transgender Women
  • SOAP Note
  • Speech-Language Pathology Evaluation
  • Speech-Language Pathology Re-Evaluation
  • Standard Progress Note
  • Suicide Risk Assessment & DAP
  • Suicide Risk Assessment & SOAP
  • Treatment Plan & Goals Note

Other documents

Note: To learn how to use other documents that aren't tied to a specific appointment, see Adding other documents, diagnoses, and treatment plans.

  • Adult/Adolescent CBIT Initial Evaluation
  • Biopsychosocial Assessment
  • CBIT Initial Evaluation
  • Discharge Summary Note
  • Expanded Dietary Analysis of the H.A.N.D.S. on Assessment
  • Expressive One Word Picture Vocabulary Test - Results
  • Good Faith Estimate for Health Care Items and Services
  • H.A.N.D.S. On - A Clinical Nutrition Assessment Tool
  • Initial Clinical Mental Health Assessment and Treatment Plan
  • Lab Slip
  • Medicare Private Contract (aka Medicare Opt-Out Form)
  • Mental Status Note
  • Neck Pain Disability Index Questionnaire
  • Patient Safety Plan
  • Receptive One Word Picture Vocabulary Test - Results
  • Release of Information
  • Release of Information - For CA Providers
  • School Readiness Assessment Results
  • Suicide Risk Assessment
  • Test of Adolescent and Adult Language - 4th Edition (TOAL-4)
  • Treatment Review Note

Diagnosis and treatment plans

Note: To learn how to use diagnosis and treatment plans, see Adding other documents, diagnoses, and treatment plans.

  • Behavioral Health Treatment Plan
  • Chiropractic Exam and Plan of Care
  • Couples Behavioral Health Treatment Plan
  • Initial Clinical Mental Health Assessment and Treatment Plan
  • Occupational Therapy Treatment Plan - Adult
  • Occupational Therapy Treatment Plan - Pediatric
  • Physical Therapy Plan of Care
  • SLP Adult Treatment Plan
  • SLP Early Intervention Treatment Plan
  • SLP Pediatric Treatment Plan

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