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

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

Need color for new clients

• Linda Falkner
• March 21, 2021 14:58

2 votes 6 comments

Process of tracking referral source is tedious

• Lisa M. Kaplan
• January 19, 2022 16:33

0 votes 0 comments

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

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

2 votes 5 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

Sharing the Good Faith Estimate with Clients

• Samantha Munson
• January 14, 2022 14:49

0 votes 2 comments

Consent forms Answered

• Alissa Feldman
• January 14, 2022 20:57

0 votes 1 comment

Getting a GFE Signed

• Jan Carey
• January 18, 2022 13:48

0 votes 0 comments

Including diagnosis in assessment Answered

• Stephanie Winn
• September 18, 2020 21:42

4 votes 4 comments

How do I share a template?

• Robert Clayton
• May 14, 2020 19:01

2 votes 9 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

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

• Ashley B. Cook, M.Ed., LPC, LMHC, NCC
• August 10, 2021 18:46

1 vote 3 comments

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

• Maureen Marunczak
• January 13, 2022 16:24

1 vote 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 4 comments

Uploading Driver's License

• Kimberly Brown
• February 19, 2021 19:13

0 votes 2 comments

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

Good faith estimate Answered

• Geertina Ellis, HSP-PA
• January 10, 2022 02:22

-1 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 Answered

• Paul Marcille
• January 01, 2022 02:22

0 votes 9 comments

When Sending out the generic Massage Therapy Intake form Answered

• Krystalyn Jackson
• January 07, 2022 00:16

0 votes 1 comment

After visit summary to send to clients

• Lauren Mahakian
• March 03, 2021 01:29

1 vote 6 comments

Mental Status Exam Answered

• Nicole Harris
• January 13, 2021 15:22

0 votes 19 comments

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

Sending form to all clients Answered

• Stacy Choi
• January 13, 2021 03:22

8 votes 14 comments