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Template options in our Template Library


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Template options in our Template Library

Jazmine
Jazmine
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Template options in our Template Library

Jazmine
Jazmine
  • Updated

You can add and customize intake form, progress note, assessment, and treatment plan templates from our Template Library. To learn more, see How to use the Template Library.

Note: If you don’t find the exact template you’d like to use, you can make a copy of a pre-built template and adjust to your liking, or create your own.

Below, you'll find a complete list of the templates we have available for each document type:

Tip: We’ve also created additional customizable letter templates which aren’t currently available for download from the Template Library. To access these free templates for colleague referrals, treatment discontinuation, and more, see Free Fill-in-the-Blank Therapist 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 form, progress note, assessment, and treatment plan templates, scored measure templates can't be edited.

Intake forms

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

Progress notes

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

Assessments

Note: See Adding assessments, diagnoses, and treatment plans to learn how to use assessments for documentation that isn't tied to a specific appointment.

Treatment plans

Note: See Adding assessments, diagnoses, and treatment plans to learn how to use treatment plans.

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