are custom forms integrated into client files

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Cynthia Seager

• March 23, 2021 22:28

I use a lot of specialized forms, and also illustrations that I and a client either fill out or create together, during our sessions. Would these specialized forms and in session created documents be integrated and accessible in a given clients chart? In other words, would I be able to see everything pertaining to a given client including these non-standard documents or drawn illustrations be all in one place for me to access easily?

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  Nicole “Nikki” Schwartz

  • March 24, 2021 14:27

  I add these as attachments to a session, as photos or PDFs depending on how I captured it. So it is attached to the progress note in the session. But it also shows up in the Uploaded Docs section on the right hand side of the clients chart, (where you land if you click on the clients name, scroll down a bit, left hand side.)

  If you name these in a way you can recognize what you’re looking for you will have an easier time I think.

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