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Where do I find my practice documents?

Practice Documents

Setting up your practice documents is an essential part of managing your practice well. Below, you'll find a table that shows you where to easily find the Notice of Privacy Practices, Informed Consent for Psychotherapy, and Practice Policies.

 Document... Where to find it...
Notice of Privacy Practices

 1. Go to My Account > Settings > Client Portal.
 2. Select the Shared Documents and Files tab.

Informed Consent for Psychotherapy

 1. Go to My Account > Settings > Client Portal.
 2. Select the Shared Documents and Files tab.

Practice Policies

 1. Go to My Account > Settings > Client Portal.
 2. Select the Shared Documents and Files tab.

 

Intake, Progress Notes, and the Template Library

The following table includes where to go when you want to create custom progress note templates or intake forms, as well as where you can find the pre-made templates in the Template Library.

 I want to... Where to find this...
Create a new Progress Note template

 1. Go to My Account > Settings > Notes and Forms.
 2. Select the My Notes and Forms tab.
 3. Click Create New Template.

Create a new Intake Form template

 1. Go to My Account > Settings > Notes and Forms.
 2. Select the My Notes and Forms tab.
 3. Click Create New Template.

See the pre-made templates

 1. Go to My Account > Settings > Notes and Forms.
 2. Select the Template Library tab.

 

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