Note and Form Template Exchange

How to Vote on a Template Pinned Featured

• Ryan Buchmann, MA, MFT, CADC-II
• August 14, 2018 19:34

2 votes 9 comments

How can I obtain client signature on a customized billing document?

• Adrine Prichard
• May 22, 2023 22:17

0 votes 0 comments

cannot resend PHQ & GAD to client for reassessment - HELP!!!

• Jamie DeRuyter Swart
• May 22, 2023 19:06

1 vote 1 comment

Preselected options in notes

• Jim McCollum
• May 16, 2023 22:38

0 votes 0 comments

Referral Form for Psychiatric Evaluation

• Kenya Rich
• May 15, 2023 12:03

0 votes 0 comments

Template for outdoor or exposure therapy?

• Stefanie Haug
• May 08, 2023 21:57

0 votes 0 comments

edit documents??

• Gregory Allen
• May 04, 2023 15:43

0 votes 0 comments

resending intake docs

• Carolyn Riviere
• May 01, 2023 20:09

0 votes 0 comments

Client signing treatment plan (follow-up)

• Joel Berdie
• April 21, 2023 17:27

1 vote 2 comments

Add the ISI

• Jessica Branham
• April 20, 2023 01:52

0 votes 1 comment

Add Assessment Template

• Jessica Branham
• April 20, 2023 01:51

0 votes 0 comments

Change billing of monthly plan to my business account

• Jennifer Greever
• April 17, 2023 07:21

0 votes 0 comments

Editing Wiley Treatment Plan

• Stacy Choi
• April 13, 2023 14:59

1 vote 1 comment

New Treatment Progress feature

• Kathryn C. Herrera
• April 11, 2023 18:35

0 votes 2 comments

Load last note from another provider

• Marguerite Bishop
• April 05, 2023 23:09

0 votes 0 comments

Illinois Medicaid IM+CANS

• Carolyn Sellers
• March 29, 2023 22:28

0 votes 1 comment

Load last progress Note

• Vanessa Perez
• March 23, 2023 01:14

1 vote 0 comments

BIRP notes

• Crystal Polk
• March 22, 2023 16:38

1 vote 0 comments

Load Last progress note

• Dr. Rose Signorello
• March 21, 2023 15:35

1 vote 6 comments

employees can not read notes and documents until clients sign or complete them

• Nichole C. Ditch
• March 13, 2023 22:36

0 votes 0 comments

Progress note template order in drop-down list

• Marie L. Sweeney
• March 11, 2023 22:49

0 votes 2 comments

Adolescent informed consent

• Mary Dashiell
• March 03, 2023 14:30

2 votes 0 comments

Esignature ability for Practitioner

• Haylee Clark, MA, LPC
• March 02, 2023 03:17

0 votes 0 comments

Tickler Reminders

• Vickie Peters
• March 01, 2023 22:08

0 votes 0 comments

Can I UPLOAD a CLIENT'S MEDICAL RECORDS into their SP chart?

• Jerome Stone
• February 24, 2023 06:24

0 votes 0 comments

Upload a PDF to Progress Notes?

• Rachel Herr
• February 23, 2023 23:45

2 votes 2 comments

using assessment template for intake form

• Ingrid Manfredo
• February 13, 2023 22:37

1 vote 2 comments

Option for Spanish-speaking portal and review and submission button

• George J. Ramos
• February 11, 2023 19:42

1 vote 1 comment

Ability to share form temples with other SP clinicians

• George J. Ramos
• February 11, 2023 19:40

4 votes 2 comments

Form for Splitting Bill

• Alexis Mitchell
• February 08, 2023 07:32

0 votes 1 comment