Note and Form Template Exchange

Revoke ROI Answered

• Deborah Rasso
• February 25, 2022 17:26

0 votes 2 comments

Document Visibility is One Place

• Margaret Turk
• February 24, 2022 18:26

0 votes 1 comment

Repopulate client entered information in Other forms. Answered

• Jamie A. Vander Velden
• February 24, 2022 17:30

1 vote 1 comment

Adding more choices in Multiple Choice drop down box Answered

• Ronald D. Welsch
• February 23, 2022 16:08

0 votes 1 comment

Release of Information - Sending and Signatures Answered

• Brianna Matey
• February 20, 2022 13:24

0 votes 1 comment

Need an intake form for my tablet.

• Thomas Jensen
• February 18, 2022 00:21

0 votes 2 comments

Referral Source Answered

• Payton Gowdy
• February 15, 2022 14:57

0 votes 1 comment

Good Faith Estimate Calendar integration Answered

• Gretchen G. White
• February 12, 2022 17:38

2 votes 3 comments

Same email for two minors Answered

• Yolanda Easaw-Favor
• February 11, 2022 20:28

0 votes 1 comment

Children/Adolescent ADHD Assessment

• Jason Adams
• February 09, 2022 18:36

0 votes 4 comments

Form Customization Assistance Answered

• Dr. Patricia Jones
• February 06, 2022 22:38

0 votes 1 comment

signature

• Casey Beedon
• February 05, 2022 18:22

-1 votes 0 comments

HIPPA forms available? Answered

• Melinda Garcia
• February 04, 2022 00:47

0 votes 1 comment

Adding to a completed intake questionnaire Answered

• Robin Custer, MSW, LICSW
• February 03, 2022 20:55

0 votes 1 comment

SEND GAD AND PHQ Answered

• Beth Anderson
• February 01, 2022 21:23

0 votes 1 comment

treatment goals for Advanced Plans

• Ana Perez
• January 24, 2022 21:48

1 vote 2 comments

How to share an updated form with a client? Answered

• Lisa Donohue-Olivieri
• January 24, 2022 13:51

0 votes 1 comment

Intake Assessment Answered

• Brittni Adkins
• January 21, 2022 21:16

0 votes 4 comments

Process of tracking referral source is tedious

• Lisa M. Kaplan
• January 19, 2022 16:33

0 votes 0 comments

Add LEC-5 Assessment Template in Library Answered

• Clifton R. Uckerman
• January 19, 2022 02:48

1 vote 1 comment

Good Faith Estimate Answered

• Juliet A. Schmitt
• January 19, 2022 00:53

1 vote 3 comments

Getting a GFE Signed

• Jan Carey
• January 18, 2022 13:48

0 votes 3 comments

Editing forms by my assistant, not the owner Answered

• Kathy J. Marshack, Ph.D.
• January 15, 2022 20:46

0 votes 5 comments

Steps to review treatment plan Answered

• Shirley Lea-Lawson
• January 15, 2022 01:14

0 votes 1 comment

Consent forms Answered

• Alissa Feldman
• January 14, 2022 20:57

0 votes 1 comment

Sharing the Good Faith Estimate with Clients

• Samantha Munson
• January 14, 2022 14:49

0 votes 4 comments

How do you send a release of information to a client. Could you please list a step by step process. I Answered

• Gilbert McCurdy
• January 13, 2022 23:55

0 votes 1 comment

GFE with client signature needed Answered

• Melissa L. Featherstone
• January 12, 2022 17:33

0 votes 1 comment

Rearranging order of multiple choice checkboxes in notes/forms? Answered

• Danielle Gill
• January 11, 2022 23:03

1 vote 1 comment

Why does the Good Faith Estimate under assessments not autofill? Answered

• Mark M. Kuykendall
• January 11, 2022 22:55

2 votes 6 comments