Note and Form Template Exchange

How to Vote on a Template Pinned Featured

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

1 vote 6 comments

Not a valid link.

• Pamela Dorsett, Ph.D.
• June 23, 2022 15:59

0 votes 0 comments

How do I release records from the nurse practitioner only and not the entire client records?

• Vicki Pless
• June 21, 2022 21:24

0 votes 0 comments

On calendar pop up 2 options VIEW Note AND OPEN Note Answered

• Tiffany Manson
• June 15, 2022 21:08

0 votes 1 comment

How do we share our note templates here? Answered

• Jill Lurie
• June 15, 2022 16:03

0 votes 1 comment

Export payout report Answered

• Kanha Chhim
• June 15, 2022 15:46

0 votes 1 comment

Inability to access my documents in client portal Answered

• Jodie Tipton
• June 09, 2022 19:18

0 votes 1 comment

CHILD INTAKE FORM

• Ursula Bowling
• June 08, 2022 02:53

1 vote 1 comment

EMDR forms and documentation templates

• Allison McNeil
• June 05, 2022 23:48

0 votes 0 comments

New Template Filled in, but NOT SAVING Answered

• Kim P. Frey
• June 01, 2022 01:24

0 votes 1 comment

treatment plans

• Linda Ball
• May 30, 2022 01:05

-1 votes 0 comments

Assessments Answered

• April Starsick
• May 25, 2022 19:49

0 votes 1 comment

uploading forms that can be filled out in SP Answered

• Ana Lastra Abromavage
• May 24, 2022 00:38

0 votes 1 comment

Saving new template. What are some reasons a template might not save. I have created 5 new ones and this particular one I have trie d at least e to es now and it will only save my first 2 or 3 entries Answered

• Sharon Martin, PsyD.
• May 22, 2022 19:41

0 votes 1 comment

Pediatric Counseling Intake Form

• Elena Clamen
• May 18, 2022 18:43

0 votes 0 comments

Saving New Creation of Template Answered

• Sharon Martin, PsyD.
• May 16, 2022 02:08

-1 votes 1 comment

Diagnosis not on Progress Note Answered

• Erin Long, MA LMHC
• May 15, 2022 01:10

0 votes 1 comment

ADIME note

• Jeanne Doherty
• May 13, 2022 15:46

0 votes 0 comments

Problem with "Load Previous Note" Answered

• Ann V. Smith
• May 10, 2022 21:44

0 votes 1 comment

Child Intake Questionnaire

• Kelsey Blankenship
• May 06, 2022 17:18

1 vote 4 comments

Looking for informed consent to treat for minors

• Kenya Rich
• May 03, 2022 20:23

0 votes 0 comments

Email sent with documents have the wrong name appearing on the email Answered

• Mary Starke, LMHC
• April 27, 2022 22:09

0 votes 1 comment

DIY Progress Note with Check Boxes Template

• Nicholas B. Liappis
• April 24, 2022 15:59

0 votes 2 comments

Signature and NPI 2 are not on the superbill Answered

• Caleb McKean
• April 20, 2022 02:39

0 votes 1 comment

ROI email notifications

• Kristina Jacobsen
• April 15, 2022 14:23

0 votes 0 comments

Alert feature Answered

• Joy Stewart
• April 14, 2022 18:11

1 vote 1 comment

Making it so we can use our own treatment plan templates consistent with state requirements.

• Stephanie Beck
• April 07, 2022 21:49

2 votes 2 comments

I deleted a ROI right after I sent it as I hadn't customized it correctly. Now I can't resend it; please help. Answered

• Amanda Mason Psy.D.
• March 29, 2022 17:25

0 votes 1 comment

Attendance note

• Joa Riboul
• March 25, 2022 21:01

0 votes 1 comment

Sharing with outside provider Answered

• Lellieth Latchman
• March 23, 2022 23:34

0 votes 1 comment