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 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

0 votes 1 comment

Good Faith Estimate Answered

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

2 votes 3 comments

Getting a GFE Signed

• Jan Carey
• January 18, 2022 13:48

0 votes 0 comments

Editing forms by my assistant, not the owner Answered

• Kathy J. Marshack
• 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 2 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

Sending a client a questionairre that they've completed in the past Answered

• Maureen Marunczak
• January 13, 2022 16:24

1 vote 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

0 votes 1 comment

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

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

2 votes 5 comments

Good faith estimate Answered

• Geertina Ellis, HSP-PA
• 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 0 comments

Good Faith Estimate Answered

• Paul Marcille
• January 01, 2022 02:22

0 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

3 votes 30 comments

Sending multiple release of information (ROI) forms Answered

• Susan Smith
• December 20, 2021 17:57

0 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