Note and Form Template Exchange

How to Vote on a Template Pinned Featured

• Ryan Buchmann
• August 14, 2018 19:34

1 vote 3 comments

Re-sending forms to a new client after I made a mistake in his email address

• Vicki L. Eaton
• April 14, 2021 19:14

0 votes 0 comments

How Can I Customize the Mental Status Exam?

• Kimberly A. Mahr
• April 08, 2021 02:33

0 votes 0 comments

Weight History

• Melanie Sherman
• April 05, 2021 17:20

1 vote 1 comment

How to add a second signature to all consent forms so that both adolescent and parent can consent

• Christine Guzzardo
• March 31, 2021 14:25

0 votes 1 comment

Templates Answered

• Ellen Bronder
• March 30, 2021 19:58

0 votes 1 comment

are custom forms integrated into client files

• Cynthia Seager
• March 23, 2021 22:28

0 votes 1 comment

does any one know how to add a signature

• Tina Kun
• March 22, 2021 20:22

0 votes 1 comment

Need color for new clients

• Linda Falkner
• March 21, 2021 14:58

0 votes 5 comments

Completing Intake Forms Realtime with clients

• Sylvia Dorsey
• March 19, 2021 19:48

0 votes 2 comments

Questions group

• Dawn Crosson
• March 19, 2021 19:21

0 votes 0 comments

Standard Progress Note question

• Heather Schulien
• March 18, 2021 01:55

0 votes 1 comment

Couples Assessment that includes IPV screening

• Katharine Petzold
• March 17, 2021 19:21

0 votes 0 comments

Adding fillable DSM-5 Cross Cutting Measures to Template Library

• Michele Tennyson
• March 15, 2021 19:41

0 votes 2 comments

Re-sending Intake documents for ongoing services. Answered

• Heather Conover
• March 11, 2021 15:25

-1 votes 1 comment

Change invoice information Answered

• Dr. Audrey La Noce, DO
• March 10, 2021 15:54

0 votes 1 comment

telehealth note template

• Jessica Jarrard
• March 09, 2021 16:11

0 votes 2 comments

creating and attaching progress note

• Tracey E. Reed
• March 03, 2021 23:01

0 votes 0 comments

How do I edit My information on my clients Superbills Answered

• Alice Segars, LCSW
• March 03, 2021 17:08

0 votes 1 comment

After visit summary to send to clients

• Lauren Mahakian
• March 03, 2021 01:29

0 votes 2 comments

Can I fill out a form (like PHQ-9) online during Telehealth session with my client? Answered

• Ashley Parkinson
• February 26, 2021 23:09

0 votes 2 comments

How to recover a note Answered

• Ryan Bradley
• February 26, 2021 17:39

0 votes 1 comment

Copy question format in New Template

• Diane Dempcy
• February 25, 2021 19:33

0 votes 1 comment

Does anyone know how to format in their assessment document they created through SP?

• Angelina Vitucci
• February 24, 2021 21:23

0 votes 1 comment

Digital Signature Answered

• Sharon R. Michaels
• February 24, 2021 12:49

1 vote 10 comments

Using Counseling Progress note or Standard Progress note in client's overview Answered

• Regina Mysliborski
• February 23, 2021 21:47

0 votes 1 comment

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

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

0 votes 1 comment

Client Forms

• Kyle Bridgman
• February 19, 2021 22:22

0 votes 1 comment

Uploading Driver's License

• Kimberly Brown
• February 19, 2021 19:13

0 votes 1 comment

lock and sign Completed

• Alyssa Cedillo
• February 18, 2021 22:48

1 vote 2 comments