Documentation

Using and customizing templates

• Using pre-built templates and your template library
• Creating a new template and accessing the template builder
• Customizing your template with blocks

Shareable intakes

• Sending intake forms and documents to clients
• Updating your Notice of Privacy Practices for 2026 HIPAA compliance
• Sharing documents with multiple clients and contacts
• Collecting demographics and credit card information from clients
• Managing intake forms
• Managing consent forms

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Diagnosis and treatment plans

• Adding diagnosis and treatment plans
• Using Wiley Treatment Planners
• Including multiple diagnoses on claims and superbills

Progress notes

• Adding progress notes for individual appointments
• Adding progress notes for group appointments

Care Aide

• Introducing Care Aide
• Care Aide FAQs
• Using Intake Summaries
• Using Session Sidekick
• Using Client Summaries
• Using Treatment Planner

Note Taker

• Transcript retention FAQs
• Understanding Note Taker
• Note Taker FAQs
• Preparing to use Note Taker
• Using Note Taker with telehealth
• Using Note Taker during in-person sessions

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Additional types of documentation

• Adding psychotherapy notes
• Adding other documents
• Using scored measures
• Scored measures FAQs
• Adding a good faith estimate
• Good faith estimate FAQs

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File storage

• Managing the client's Files tab
• Managing business files
• Combining multiple PDFs and compressing documents