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Can I fill out a form (like PHQ-9) online during Telehealth session with my client?




  • Gillian

    Happy to help, Ashley. SimplePractice offers a template on our Professional plan for the PHQ-9 that you can find under Settings > Template Library. You can click on the name of this template to change it from a Progress Note template to an Assessment template. Then, visit the client's profile and click +Create on their Overview page, select Assessment, and choose the PHQ-9 template from the list of available templates. You can then enter the PHQ-9 on the client's chart and save and lock it.

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  • Ashley Parkinson

    Fantastic--thank you!

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  • Chessa Budai

    I'm trying to do the same thing for a client who was overwhelmed by the idea of filling it out on their own. Tried to add the PHQ-9 to Assessment template and cannot figure what it means to click on the name of the template and change it. I don't see any such option when looking at the PHQ-9 in the template library. Any further guidance would be appreciated! 

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  • Christopher Pittelli MA, LPC, NCC

    Hi Support!   Can you please resolve this issue.  There is no actual conclusion to accomplish what is being asked.  


    Thanks and take care,


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