How to edit existing documents/forms?
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I can't seem to customize any existing forms. I have clicked on the "duplicate" button, as the article I read says to do. It creates a copy, but then I can't do anything with that copy. Any help?

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    Patricia Fuss

    Never mind - just figured it out!!!!

    Never mind - just figured it out!!!!

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    Gillian

    Glad that you've got it sorted, Patricia! Let us know if there's anything else we can help with here. 

    Glad that you've got it sorted, Patricia! Let us know if there's anything else we can help with here. 

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    Kate Wilson

    What was the answer to this question?

    What was the answer to this question?

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    Gillian

    Hi Kate, you can edit existing Note and Form Templates under My Account > Settings > Notes and Forms. Just click on the Template name that you'd like to edit, then, you can rearrange questions, add questions, and edit answer options and question types. Let me know if you'd like additional support in this - we're here to help.

    Hi Kate, you can edit existing Note and Form Templates under My Account > Settings > Notes and Forms. Just click on the Template name that you'd like to edit, then, you can rearrange questions, add questions, and edit answer options and question types. Let me know if you'd like additional support in this - we're here to help.

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    Tracy Fulton

    Hi. I have been trying to edit my practice documents to change my office address off and on for over a year, and have been unsuccessful. I moved a year ago, and am moving again. My new clients have been receiving intake documents that show my old office address. What is the absolute, definitive, foolproof way I can make this change so that all of my intake documents going out to new clients will contain my CURRENT address? 

    Thanks in advance for your help!

     

    Tracy

    Hi. I have been trying to edit my practice documents to change my office address off and on for over a year, and have been unsuccessful. I moved a year ago, and am moving again. My new clients have been receiving intake documents that show my old office address. What is the absolute, definitive, foolproof way I can make this change so that all of my intake documents going out to new clients will contain my CURRENT address? 

    Thanks in advance for your help!

     

    Tracy

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    Gillian

    Hi Tracy, you can edit your Consent Forms under My Account > Settings > Client Portal > Shared Documents and Files and your Intake Forms under My Account > Settings > Notes and Forms. The changes you make will be saved so that any future Consent Forms or Intake Forms that you share with clients will include your new practice address. 

    Hi Tracy, you can edit your Consent Forms under My Account > Settings > Client Portal > Shared Documents and Files and your Intake Forms under My Account > Settings > Notes and Forms. The changes you make will be saved so that any future Consent Forms or Intake Forms that you share with clients will include your new practice address. 

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    Suzanne Priebe

    Is there a way to edit the order of questions? When I add a new question to an existing template it automatically is placed at the end. 

    Is there a way to edit the order of questions? When I add a new question to an existing template it automatically is placed at the end. 

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    Gillian

    Hi Suzanne, you can click on the stacked line icon on the left-hand side of each Question/Form Element, then drag it to your desired location in the Questionnaire. 

    Hi Suzanne, you can click on the stacked line icon on the left-hand side of each Question/Form Element, then drag it to your desired location in the Questionnaire. 

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    Ariel Schachter

    If a client completes an intake form and i choose to make notes is this visible to the client?

    If a client completes an intake form and i choose to make notes is this visible to the client?

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    Gillian

    Hi Ariel, your notes on Intake Forms are private and are not shared with the client.

    Hi Ariel, your notes on Intake Forms are private and are not shared with the client.

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    Lindsey Thompson

    Hello, I can access the forms to edit, however, I cannot edit the footer. Please help. 

    Hello, I can access the forms to edit, however, I cannot edit the footer. Please help. 

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    Gillian

    Hi Lindsey, can you clarify which form you're editing?

    Hi Lindsey, can you clarify which form you're editing?

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    Lindsey Thompson

    Hi, we are editing all the forms, as the footer is the same on each form. 

     

    Thank you

    Hi, we are editing all the forms, as the footer is the same on each form. 

     

    Thank you

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    Gillian

    Lindsey, to better understand your question, I've reached out to you privately. Please check your email for a message from me so that I can further assist.

    Lindsey, to better understand your question, I've reached out to you privately. Please check your email for a message from me so that I can further assist.

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    Emma Bartz

    Hi, is there a way to edit supervision notes?  Thank you.

    Hi, is there a way to edit supervision notes?  Thank you.

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    Gillian

    Hi Emma, any note that has not been locked and shared with your supervisor already can be edited. Just click on the note to open it and then click Edit. After you share a note with your supervisor for them to approve and sign, they can return the note to you with suggestions for edits if further editing is needed.

    Hi Emma, any note that has not been locked and shared with your supervisor already can be edited. Just click on the note to open it and then click Edit. After you share a note with your supervisor for them to approve and sign, they can return the note to you with suggestions for edits if further editing is needed.

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    Sheila Mulvihill

    how can I edit the DAP progress note to include language I use on each note I complete? I can duplicate the form as is but there is not an edit option. 

    how can I edit the DAP progress note to include language I use on each note I complete? I can duplicate the form as is but there is not an edit option. 

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    Gillian

    Hi Sheila, to edit your Progress Note template, you can visit My Account > Settings > Notes and Forms and click on the name of the Progress Note template you'd like to edit. The form will open in Edit mode and you'll be able to add new Form Elements like questions, checkboxes, and prompts.

    Hi Sheila, to edit your Progress Note template, you can visit My Account > Settings > Notes and Forms and click on the name of the Progress Note template you'd like to edit. The form will open in Edit mode and you'll be able to add new Form Elements like questions, checkboxes, and prompts.

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    Sheila Mulvihill

    I just tried that and it is in the preview option only. There is not an "edit". Am I missing something? I went to My account> settings>notes and forms and I located DAP but the options are to view it; duplicate; or trash. There is no edit option available. Please advise.

    I just tried that and it is in the preview option only. There is not an "edit". Am I missing something? I went to My account> settings>notes and forms and I located DAP but the options are to view it; duplicate; or trash. There is no edit option available. Please advise.

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    Gillian

    Hi Sheila, when you click the name of the Progress Note template from My Account > Settings > Notes and Forms, you'll enter Edit mode. To adjust a question or the answer options for that question, click on it. To move a question, click and drag the = button on the left side of the question. Let me know if you have any additional questions about this. I'm here to help. 

    Hi Sheila, when you click the name of the Progress Note template from My Account > Settings > Notes and Forms, you'll enter Edit mode. To adjust a question or the answer options for that question, click on it. To move a question, click and drag the = button on the left side of the question. Let me know if you have any additional questions about this. I'm here to help. 

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    Sheila Mulvihill

    Thank you I got it now. My question now is the box for the text under the "Data" section,  is there a way to save language in that box that I use for each note where it auto populates and I do not have to retype it in for each note I complete? 

    Thank you I got it now. My question now is the box for the text under the "Data" section,  is there a way to save language in that box that I use for each note where it auto populates and I do not have to retype it in for each note I complete? 

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    Gillian

    Hi Sheila, SimplePractice doesn't currently have a feature that will auto-populate language into your note's text boxes. 

    Hi Sheila, SimplePractice doesn't currently have a feature that will auto-populate language into your note's text boxes. 

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    Angela Landry

    I have tried to rearrange some questions on my documents, but it seems I cannot click on the stacked lines to rearrange order. I use an iPad Pro for all my work so clicking on something is me using my finger. Is this the problem? How can I resolve it without a desktop or laptop computer?

    I have tried to rearrange some questions on my documents, but it seems I cannot click on the stacked lines to rearrange order. I use an iPad Pro for all my work so clicking on something is me using my finger. Is this the problem? How can I resolve it without a desktop or laptop computer?

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    Gillian

    Hi Angela, on your iPad, you can tap and drag your Note and Form Template elements into the correct order. 

    Hi Angela, on your iPad, you can tap and drag your Note and Form Template elements into the correct order. 

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    Randi Corrigan

    HI, is there any way to input the name of my practice into the release of info consent form? 

    And also give options for patients to add "emergency contact" and specific names to release info to? 

    HI, is there any way to input the name of my practice into the release of info consent form? 

    And also give options for patients to add "emergency contact" and specific names to release info to? 

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    Brian

    Hi Randi,

    You are able to modify the Release of Information form by navigating to My Account > Settings > Notes and Forms. Click on the name of the form, and you'll be taken to the template editor. You can click on a question to edit its text.

    More information about the Template Editor can be found here: My Notes and Forms: Creating customized client intake and progress note templates

    Please let me know if you have any additional questions, and I’ll be glad to assist you.

    Best,

    Hi Randi,

    You are able to modify the Release of Information form by navigating to My Account > Settings > Notes and Forms. Click on the name of the form, and you'll be taken to the template editor. You can click on a question to edit its text.

    More information about the Template Editor can be found here: My Notes and Forms: Creating customized client intake and progress note templates

    Please let me know if you have any additional questions, and I’ll be glad to assist you.

    Best,