Notes forms available without a session?
None

Another question I thought of.  I often contract out my services to outside agencies.  I would like to be able to chart on these clients in my simple practice account, and then copy and past the report in the contracted agency's ehr.  I would like to document for these client's without having to schedule a session, and be able to use my custom templates.  It looks like the only way I can use my own templates is if I schedule a session.  Is this correct? 

 

Thanks

D

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