Note and Form Template Exchange

Suggestion/Plea: Group Client Note and Group Appointment Option Answered

• Dr. Mel Jenkins-Fernández
• February 22, 2021 14:06

2 votes 13 comments

Client Forms

• Kyle Bridgman
• February 19, 2021 22:22

0 votes 3 comments

Uploading Driver's License

• Kimberly Brown
• February 19, 2021 19:13

0 votes 3 comments

lock and sign Completed

• Alyssa Cedillo LPC-S,RPT-S,IP-CST
• February 18, 2021 22:48

1 vote 2 comments

Which diagnoses for Wiley Couples Psychotherapy Option to populate with all Couples work options? Answered

• Katharine Petzold
• February 18, 2021 02:50

0 votes 2 comments

How to delete clients and sessions on unbilled appointments/submit claims page?

• RITA DE CASSIA SILVA
• February 17, 2021 02:32

0 votes 11 comments

Electronic Signatures

• Vicky Kent
• February 15, 2021 22:16

1 vote 1 comment

Updating a paid invoice with access to the service descriptor in the new billing page Answered

• Hannah Carpenter
• February 13, 2021 23:03

0 votes 2 comments

Changes I made to my progress note template not presenting for sessions Answered

• Melissa L. Featherstone
• February 11, 2021 18:46

0 votes 1 comment

Editing Chart Notes & Client Intake Forms Answered

• Jennifer Andrade
• February 08, 2021 18:44

0 votes 1 comment

Can I have two different demographic forms? Answered

• Michelle A. Green
• February 05, 2021 21:57

0 votes 5 comments

Editing sueprbill Answered

• Amanda Moates
• February 04, 2021 00:56

-6 votes 3 comments

Editable Progress Note Templates Answered

• Amber Daum
• February 02, 2021 23:49

0 votes 4 comments

Working Alliance Inventory - Therapeutic Relationship Questionnaire

• Art Nelson
• January 31, 2021 07:03

2 votes 2 comments

Release of Information form not showing my name Answered

• Amy Lenclos
• January 29, 2021 00:21

0 votes 5 comments

questions about uploading my practice documents, sending them to clients and seeing documents clients have filled in

• Joanne Baum
• January 27, 2021 18:14

1 vote 0 comments

Can I use my own Intake Forms (consent, HIPPA, release, etc) - Can clients sign my forms electronically? Answered

• Miriam Moussatche-Wechsler (Miriam MW)
• January 25, 2021 14:18

0 votes 2 comments

Practice Policy?????? Answered

• Michelle V. Haywood
• January 25, 2021 02:29

0 votes 1 comment

Using SP for LISW Supervision groups Answered

• Amy Koziarski, LISW, LLC
• January 23, 2021 20:47
• Edited

0 votes 1 comment

I sent clients paperwork to wrong email address. How can I resend paperwork? Answered

• Susan Valentine
• January 21, 2021 20:59

-1 votes 3 comments

How do I add additional goals and objectives to a Basic Tx plan?? Answered

• Amy Thompson
• January 21, 2021 02:50

0 votes 1 comment

DAS Answered

• Dr. Jason N. Linder
• January 20, 2021 20:58

0 votes 1 comment

Shared document signed by client but no other details Answered

• Anna Schäfer Edwards
• January 19, 2021 23:32

0 votes 1 comment

Deleting a session Answered

• Genna Ricotta
• January 18, 2021 21:46

0 votes 3 comments

note designer Answered

• Mr. Tracy Dunlap, MPA, LCSW
• January 15, 2021 04:32

0 votes 1 comment

Mental Status Exam Answered

• Nicole Harris
• January 13, 2021 15:22

-1 votes 35 comments

Sending form to all clients Answered

• Stacy Choi
• January 13, 2021 03:22

22 votes 41 comments

Editing Features for Intake Forms & Consent Documents Answered

• Arielle Schwerd
• January 12, 2021 16:46

2 votes 6 comments

Adding a table to an Intake Form Answered

• Nancy Jarrett
• January 10, 2021 19:48

0 votes 1 comment

How to upload original practice documents Answered

• Nicole C. Jackson
• January 07, 2021 22:50

0 votes 7 comments