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DIY Progress Note with Check Boxes Template



  • Kimberly Simms

    I would be interested in seeing this as well, as my practice has recently picked up significantly.  I'm trying to streamline as much as possible! is my email address.  Thanks!!

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  • Amy L. Adams


    I have submitted a number of requests to SP to allow me to work with their background program to create such a Template and post it here.  As of yet I continue to get the same cut and paste answers from the Help Desk, which refer me to these pages.  Very, very, very frustrating.  I have  Medicaid and private insurance complaint forms that I have created  and would like to generate in a user friendly format on this platform.  Absolutely no response whatsoever.  Crickets. 

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  • Kristina King

    I came here looking for how to load a note template with check boxes. It's disappointing to see it's not an option yet. SP, we'd really love for this to be available!

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  • Yehuda Abadi

    Would love the same! Finding progress notes to be quite difficult. Especially if Simple Practice can create one that would satisfy most insurance requirements

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  • Ann M. Pacheco

    Me too...  i have no idea how to create the checky box template, would love to suggest a working group so we an all do this?

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