How to use the Template Library


The Template Library contains dozens of pre-made templates that were created to help improve your documentation process. The templates are organized into two alphabetized categories: Progress Notes and Intake Forms.

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


Note: The full version of this feature that includes all existing global templates is only available with the Professional Plan. Learn more about SimplePractice's pricing and plans.

Here's how to access the Template Library:

  1. Log into your SimplePractice account.
  2. Go to My Account > Settings > Notes and Forms.
  3. Navigate to the Template Library tab.
  4. You can then choose to filter the templates by profession or specialty using the drop-down menu, preview an existing template, or +Add an existing template to your ‘My Notes and Forms’ section.

If you choose to +Add the existing template to your ‘My Notes and Forms’ section, you will immediately see the template added to that section. There, you can choose whether or not to customize it to meet your practice’s needs. If you decide you would like to make changes, you have the option to do the following: 

  • Edit a question
  • Move a question
  • Require a question
  • Delete a question

Our Template Library also includes two ROI (Release of Information) templates. A Release of information (or ROI) form determines how, when, what, and to whom PHI is released for a client. In healthcare, an ROI plays an integral role in the quality of the continuity of care provided to the patient and it also plays an important role in billing, reporting, research, and other functions. Many laws and regulations govern the specifics of how protected health information is released, and it is important to note that state laws vary in their focus as well as in the degree of strictness or protectiveness of patient privacy required for ROIs. This form can also be referred to as the Consent for Release of Information form or Authorization: Release of Information form.

Note: For more information about how to customize notes and forms, please see this guide: My Notes and Forms: Creating customized client intake and progress note templates.


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