How to edit existing documents/forms?
Answered
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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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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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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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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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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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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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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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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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,
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Hi Gary, happy to help. SimplePractice doesn't auto-populate treatment objectives from the Treatment Plan into your notes. However, you can expand and view the Treatment Plan while entering a Progress Note to quickly reference it and copy over objectives. Many SimplePractice customers choose to create a custom Note Template that includes fields for Treatment Plan objectives, then use our Load Previous Note feature to autofill these fields.
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Please help me change the "default" intake document in Documents/Forms. I wish to name a new document that I created as the "default" intake form to go out to clients. There is no "trash" feature on the default intake form nor is there a way to "uncheck" it. I no long wish to use this outdated default form, but as it stands now and I cannot prevent it from going out to new clients who register. Please advise.
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