Note and Form Template Exchange

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 2 comments

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

2 votes 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

Good faith estimate Answered

• Geertina Ellis, lpa
• January 10, 2022 02:22

-1 votes 1 comment

When Sending out the generic Massage Therapy Intake form Answered

• Krystalyn Jackson
• January 07, 2022 00:16

0 votes 1 comment

New 2022 Place of Service Answered

• Heidi Castaneda
• January 05, 2022 00:42
• Edited

0 votes 1 comment

Still can't unlock notes Answered

• Annaliese Spalink
• January 04, 2022 19:32

0 votes 1 comment

Good Faith Estimate Template Answered

• Mary E. Lourey
• January 04, 2022 00:25

0 votes 1 comment

-where to add GFE in your onboarding paperwork

• Kristin Donahue
• January 03, 2022 20:03

0 votes 1 comment

Good Faith Estimate Answered

• Paul Marcille
• January 01, 2022 02:22

-1 votes 9 comments

Progress Notes Printing Answered

• James Stockwell
• December 30, 2021 20:01

0 votes 1 comment

Not able to email form more than once Answered

• Lesley Parr
• December 27, 2021 23:27

0 votes 1 comment

Mixed Orientation Marriages _ Questionnaire for Non-Straight Spouse

• Bruce Johnson
• December 21, 2021 23:09

1 vote 1 comment

Good Faith Estimate Form Answered

• Joel Gilbert
• December 20, 2021 18:24

1 vote 30 comments

Sending multiple release of information (ROI) forms Answered

• Susan Smith
• December 20, 2021 17:57

-1 votes 3 comments

Problems with the client portal Answered

• Shirley Daniels
• December 20, 2021 17:28

0 votes 1 comment

Clinician doing an assessment in 2 parts Answered

• Rachel Couillard
• December 15, 2021 17:57

0 votes 1 comment

make duplicate ROIs Answered

• Shawn Kraemer
• December 10, 2021 13:37

0 votes 1 comment

Notes Answered

• Sukhpinder Dhillon
• December 10, 2021 00:21

0 votes 1 comment

Sending Message to All Active Clients Answered

• Maureen Mann
• December 08, 2021 19:04

1 vote 1 comment

Waiver of Liability

• Dawn Ewing
• December 02, 2021 23:16

-1 votes 1 comment

ROI Answered

• Gilbert McCurdy
• November 20, 2021 04:50

0 votes 4 comments

Deleted customized form Answered

• Ruth Wyatt
• November 14, 2021 21:38

0 votes 1 comment

Golden Thread Documentation

• Patricia Boyce
• November 14, 2021 12:54

4 votes 0 comments

Intake forms Answered

• Dawn Ewing
• November 13, 2021 15:44

0 votes 1 comment

Social Anxiety Questionnaire for Adults (SAQ-A30)

• Christopher Checke, LMHC, CAP, NCC, MAC
• November 06, 2021 16:06

0 votes 1 comment

customize invoice Answered

• Betzalel Wolff
• November 05, 2021 14:54

0 votes 1 comment

when the system does not allow to create new client because it says an email is already in use Answered

• Ana Fontoura
• October 30, 2021 20:57

0 votes 1 comment