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

Child Intake Questionnaire

• Kelsey Blankenship
• May 06, 2022 17:18

1 vote 4 comments

CHILD INTAKE FORM

• Ursula Bowling
• June 08, 2022 02:53

1 vote 1 comment

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

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

Consent/Intake forms Answered

• Sade Carswell
• August 13, 2020 21:45

1 vote 6 comments

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

intake? Answered

• Kim K. Armit
• February 26, 2019 23:13

1 vote 31 comments

Inability to access my documents in client portal Answered

• Jodie Tipton
• June 09, 2022 19:18

0 votes 1 comment

After visit summary to send to clients

• Lauren Mahakian
• March 03, 2021 01:29

2 votes 7 comments

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

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

1 vote 5 comments

Recording & tracking new client inquiries Answered

• Laura E. Forsyth
• September 14, 2018 03:50

20 votes 25 comments

Sending form to all clients Answered

• Stacy Choi
• January 13, 2021 03:22

11 votes 17 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

-1 votes 17 comments

Pronouns next to names Answered

• saren Craig
• August 26, 2021 23:18

1 vote 6 comments

EMDR forms and documentation templates

• Allison McNeil
• June 05, 2022 23:48

0 votes 0 comments

Custom Forms and Font Preferences

• Virginia A. Ballantyne
• May 05, 2021 00:02

9 votes 20 comments

DIY Progress Note with Check Boxes Template

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

0 votes 2 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

Request to schedule appointment for video call with support team Answered

• N Denise Davidson
• January 05, 2021 03:09

1 vote 2 comments

How Can I Customize the Mental Status Exam?

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

0 votes 3 comments

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

Group Therapy Progress Note Template (PDF)

• Ryan Buchmann, MA, MFT, CADC-II
• November 25, 2018 03:06
• Edited

3 votes 3 comments

Pediatric Counseling Intake Form

• Elena Clamen
• May 18, 2022 18:43

0 votes 0 comments