Good Faith Estimate Calendar integration

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Gretchen G. White

• February 12, 2022 17:38

I am new to SP and am having a difficult time figuring out how to complete a personalized GFE form for every client. Is it possible to do this and have them sign it electronically? Also, is there a way to set up a reminder when/if the GFE needs to be renewed or updated. For instance, if it initially involves 6 months of bi weekly sessions, is there a way to have a calendar reminder to review after the 6 months is over. It will be quite a job just to track the time frames on all the GFE's for my clients.

I have the same question about the Wiley treatment planner....does it remind me every 3 months to update the treatment plan? Also,is there a way to integrate the Wiley treatment planner with the progress note.

Apologies for all the questions. I too am struggling with the additional costs. I have not raised my rates in 10 years. Thank you.

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  Sara

  • February 14, 2022 20:30

  Hi Gretchen,

  I see that you were able to create a Help Request for this and have received information on this from out Customer Success Team.

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  Kenyona Lane

  • April 28, 2022 16:29

  How do you add the therapist information to this document?

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  Kenyona Lane

  • April 28, 2022 16:30

  How do you add the therapist information to this document?

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  Linda Cole-Taylor

  • November 15, 2022 21:37

  Hi,

  The auto-fill template is great, but how do we put a diagnosis if we haven't seen the client yet? It seems this form needs to be sent in advance of intake, no?

  I can't send the form without the required intake. Thank you!

   

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  Lisa J. Sedlak

  • January 05, 2023 22:09

  How do I customize Good Faith Estimate form for use with general clients?

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  Alyssa Highland

  • January 10, 2023 22:06

  I'm also wondering how to customize this for clients. Please advise. Currently, I've edited the form for myself to customize for clients, but there's no way to edit the form once it's established? I need assistance with this, please. 

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