Note and Form Template Exchange

Mental Status Exam Answered

• Nicole Harris
• January 13, 2021 15:22

0 votes 14 comments

Sending form to all clients Answered

• Stacy Choi
• January 13, 2021 03:22

4 votes 11 comments

Editing Features for Intake Forms & Consent Documents Answered

• Arielle Schwerd
• January 12, 2021 16:46

0 votes 6 comments

Adding a table to an Intake Form Answered

• Nancy Jarrett
• January 10, 2021 19:48

0 votes 1 comment

How to upload original practice documents Answered

• Nicole C. Jackson
• January 07, 2021 22:50

0 votes 6 comments

client's uploading files Answered

• Christine Foster
• January 06, 2021 22:01

0 votes 1 comment

How do I have my business name on my consents and intake forms please? Answered

• Maria Channell
• January 06, 2021 16:00

0 votes 1 comment

Request to schedule appointment for video call with support team Answered

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

0 votes 1 comment

Looking for form/template for additional charges for preparing clinical summary, etc Answered

• Dr Patricia Richmond
• January 05, 2021 00:02

0 votes 1 comment

deleting intake documents Answered

• Alicia Weeks
• January 04, 2021 17:23

0 votes 1 comment

fee agreement Answered

• Christine Mckeehan
• January 03, 2021 23:41

0 votes 1 comment

client having trouble accessing my telehealth Answered

• Madeleine B. Jenny
• December 31, 2020 02:50

0 votes 1 comment

Autosave malfunction? Answered

• Steven Gioielli
• December 30, 2020 14:07

0 votes 1 comment

Anyone have a sample of a family intake form stat? Answered

• Susan Robens
• December 30, 2020 01:43

0 votes 2 comments

Trouble with Switching Template Answered

• Jackie Newman
• December 27, 2020 16:44

0 votes 1 comment

Deleted Several Original Consent Forms Answered

• Nicole Blair
• December 23, 2020 03:00

0 votes 3 comments

Inital Treatment Plan Answered

• Susan Robens
• December 20, 2020 19:09

0 votes 3 comments

How to access forms form the template library to use directly when documenting in a client file Answered

• Bethany Harvey
• December 19, 2020 23:22

0 votes 1 comment

Consent for Updated Practice Policy Answered

• Rachel Harris
• December 10, 2020 19:26

0 votes 1 comment

same email for more than 1 client Answered

• Cinny Roy
• November 22, 2020 14:58

-1 votes 6 comments

New View of the Notes Answered

• Ajita Gupta
• November 20, 2020 21:38

1 vote 1 comment

DES assessments for children and adolescents Answered

• Ruth Saenz
• November 16, 2020 20:25

0 votes 3 comments

Referral Template with client name Answered

• Lisa Holloway
• November 15, 2020 14:16

0 votes 1 comment

New Format & Psychotherapy Note Answered

• Tonya Hutchinson
• November 12, 2020 23:22

0 votes 3 comments

Open request to share SI made forms and Assessments for import. Answered

• George J. Ramos
• October 19, 2020 05:05

1 vote 1 comment

Note pad Answered

• Reshma Stafford
• October 16, 2020 23:07

0 votes 5 comments

assessment? Answered

• Adella Jaeger
• October 13, 2020 05:04

0 votes 1 comment

Including diagnosis in assessment Answered

• Stephanie Winn
• September 18, 2020 21:42

4 votes 3 comments

Intake Forms Answered

• Marcy Arnold
• September 04, 2020 20:01

0 votes 8 comments

Updating a Release of Information Answered

• Lori Price
• August 26, 2020 01:15

0 votes 1 comment