At Settings > Documentation > Template library > Browse 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 forms, Progress notes / Session notes, Diagnosis and treatment plans and Other documents.
In this guide, we’ll cover:
- Accessing our pre-built templates
- Using Release of Information (ROI) templates
- List of our pre-built templates
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 forms and scored measures.
Accessing our pre-built templates
To access our pre-built templates:
- Navigate to Settings > Documentation > Template library
- Click Browse pre-built templates
- Click the eye icon to preview the form
- Choose + Add to add the form to your Template library
You can also filter templates relevant to your specialty by selecting it from the View all professions dropdown menu.
Note: To learn how to edit a pre-built template or create your own templates, see Creating customized templates. Intake forms 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:
- Navigate to Settings > Documentation > Template library
- Click Browse pre-built templates
- Under the Intake forms section, find the Release of Information template you’d like to use
- Choose + Add to add the template to your Template library
- Select the Release of Information template you added
- Select each content block that requires your specific practice details
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- For more information, see Customizing your template
- Click Save
- Repeat for each block that needs your practice details
- Select 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: Mental Health Letter Templates.
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
- PHQ-15
- PCL-5
- AUDIT
- AUDIT-C Plus 3
- WSAS
- PEG
- Y-BOCS
- SWLS
- ICG
- DSS-B
- SF-20
- FS
- ARM-5
- DASS-21
- C-SSRS
- ASRS-v1.1
- CDC HRQOL- 4 Plus 1
- WHODAS 2.0
- SP-GAM
Intake forms
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
- 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)
- For more information, visit www.IFNAcademy.com
- Neck Disability Index
-
Nutrition Assessment - IFNA
- For more information, visit www.IFNAcademy.com
- 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)
- Vanderbilt Rating Scale - Parent - Follow-up
- Vanderbilt Rating Scale - Parent - Initial
- Vanderbilt Rating Scale - Teacher - Follow-up
- Vanderbilt Rating Scale - Teacher - Initial
Progress notes
Note: See Using progress and psychotherapy notes for individual appointments to learn how to use progress 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 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
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
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
- For more information, visit www.IFNAcademy.com
- 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
- For more information, visit www.IFNAcademy.com
- 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