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  • Asher Pandjiris

    Ryan... How do you upload this document so it is automatically shared with all new patients?

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  • Ryan Buchmann, MA, MFT, CADC-II

    First, you have to download the PDF and edit it to your liking.  Then copy and paste the content to the Template Editor in My Notes in Forms (My Account > Settings > Notes and Forms).

    You can get it to appear in the document selection window when you add a new client.  Go to My Account > Settings > Notes and Forms.  Then click the checkbox to the left of the template you just created so it will appear in the new client window.

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  • Heather Srncik

    Thank you! So hard to start up and get forms going! 

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