Note and Form Template Exchange

How to Vote on a Template Pinned Featured

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

3 votes 14 comments

Changing the frequency of scored measures

• Doris Rhodes, MA
• April 21, 2025 01:34

0 votes 1 comment

Multiple Appointment reminders

• Deanna Nichols
• September 15, 2024 03:49

2 votes 5 comments

Uploading driver's license Answered

• Anna Murawska
• September 16, 2021 17:56

12 votes 18 comments

Process of tracking referral source is tedious

• Lisa Kaplan LMFT
• January 19, 2022 16:33

1 vote 5 comments

Please ADD CCAPS

• Pamella Barela
• May 12, 2025 21:19

0 votes 0 comments

Resending Updated Client consent forms and Practice Policies

• Gabrielle Samuels
• September 10, 2024 04:06

5 votes 15 comments

Group secure messaging ability

• LAURA HAGGETT
• February 01, 2025 15:00

2 votes 2 comments

How can I record processing fees from Square for my client

• Julie Reardon
• May 12, 2025 17:59

0 votes 0 comments

Coloring Coding Add on Codes

• Noah Shields
• January 13, 2025 18:48

0 votes 1 comment

treatment plans

• Linda Ball
• May 30, 2022 01:05

-7 votes 5 comments

Re: Shared Files- request to add folders for organization of these documents

• Ashley Cook
• August 10, 2021 18:46

3 votes 11 comments

Auto save progress note input

• Kimberlie Nunley
• May 11, 2025 20:14

0 votes 0 comments

IM CANS/ CANS Child and Adolescent Strengths and Needs Assessment

• Gwen Ginski
• May 10, 2025 16:24

0 votes 1 comment

"Unable to deliver email" error

• Sarah Titus-Smith
• November 29, 2024 13:36

0 votes 4 comments

Scrub errors with no information

• Lindsay Owen
• April 23, 2025 18:30

1 vote 1 comment

Need to pay my monthly fee

• Deborah Leff
• December 09, 2024 15:28

-6 votes 8 comments

Faster way to print all notes for a medical records request?

• Whitney Fulmer
• February 27, 2025 18:59

1 vote 8 comments

how do i downgrade account to starter plan

• Nancy Inghilleri
• May 09, 2025 19:06

0 votes 0 comments

Change billing of monthly plan to my business account

• Jennifer Greever
• April 17, 2023 07:21

-21 votes 7 comments

payment method for subscription is not working

• Laura Hoskins
• September 03, 2024 16:45

0 votes 13 comments

Sound problems?

• Kathryn Rogers
• April 29, 2025 16:18

0 votes 2 comments

Camera shutting off during Video sessions

• Ruth Larson
• January 02, 2025 20:29

3 votes 5 comments

2 separate services billed same day

• Virtual Admin
• May 08, 2025 17:18

1 vote 0 comments

Calendar No Longer Displaying Note Icon

• Cara Cassidy
• January 29, 2023 23:59

1 vote 2 comments

Driver's License Upload

• Lou Ann Vollmer
• December 11, 2024 21:36

4 votes 2 comments

Notifications Not Working

• Traci Brittain
• April 01, 2025 21:55

1 vote 3 comments

WE WANT HEIDI!! Heidi Integration

• Morgan Harris
• August 07, 2024 00:35
• Edited

3 votes 6 comments

Camera not working

• Yechiel Silber
• November 11, 2024 20:44

1 vote 9 comments

My Team Billling Issue

• Kamie Saylor, LCSW
• May 07, 2025 21:02

0 votes 0 comments