Note and Form Template Exchange

Drop Down Menu Not available Answered

• Constance Perkins
• September 24, 2021 00:36

-1 votes 1 comment

Uploading driver's license Answered

• Anna Murawska
• September 16, 2021 17:56

6 votes 11 comments

Expired ROI's Answered

• Melissa Slegona,
• August 31, 2021 18:12

0 votes 1 comment

Pronouns next to names Answered

• saren Craig
• August 26, 2021 23:18

1 vote 6 comments

How to add a second signature to all consent forms so that both adolescent and parent can consent Answered

• Christine Guzzardo
• March 31, 2021 14:25

-2 votes 4 comments

Templates Answered

• Ellen Bronder, PhD
• March 30, 2021 19:58

0 votes 1 comment

Re-sending Intake documents for ongoing services. Answered

• Heather Conover
• March 11, 2021 15:25

-1 votes 7 comments

Change invoice information Answered

• Dr. Audrey La Noce, DO, FAPA
• March 10, 2021 15:54

0 votes 6 comments

How do I edit My information on my clients Superbills Answered

• Alice Segars, M.S.W., LCSW, FIPA
• March 03, 2021 17:08

0 votes 2 comments

Can I fill out a form (like PHQ-9) online during Telehealth session with my client? Answered

• Ashley Parkinson
• February 26, 2021 23:09

0 votes 2 comments

How to recover a note Answered

• Ryan Bradley
• February 26, 2021 17:39

0 votes 3 comments

Digital Signature Answered

• S. R. Michaels
• February 24, 2021 12:49

-2 votes 20 comments

Using Counseling Progress note or Standard Progress note in client's overview Answered

• Regina Mysliborski
• February 23, 2021 21:47

-1 votes 1 comment

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

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

2 votes 15 comments

Which diagnoses for Wiley Couples Psychotherapy Option to populate with all Couples work options? Answered

• Katharine Petzold
• February 18, 2021 02:50

0 votes 2 comments

Updating a paid invoice with access to the service descriptor in the new billing page Answered

• Hannah Carpenter
• February 13, 2021 23:03

0 votes 2 comments

Changes I made to my progress note template not presenting for sessions Answered

• Melissa L. Featherstone
• February 11, 2021 18:46

0 votes 1 comment

Editing Chart Notes & Client Intake Forms Answered

• Jennifer Andrade
• February 08, 2021 18:44

1 vote 1 comment

Can I have two different demographic forms? Answered

• Michelle Green
• February 05, 2021 21:57

0 votes 5 comments

Editing sueprbill Answered

• Amanda Moates
• February 04, 2021 00:56

-10 votes 3 comments

Editable Progress Note Templates Answered

• Amber Daum
• February 02, 2021 23:49

0 votes 4 comments

Release of Information form not showing my name Answered

• Amy Lenclos
• January 29, 2021 00:21

0 votes 5 comments

Can I use my own Intake Forms (consent, HIPPA, release, etc) - Can clients sign my forms electronically? Answered

• Miriam Moussatche-Wechsler (Miriam MW)
• January 25, 2021 14:18

0 votes 2 comments

Practice Policy?????? Answered

• Michelle V. Haywood
• January 25, 2021 02:29

0 votes 1 comment

Using SP for LISW Supervision groups Answered

• Amy Koziarski, LISW, LLC
• January 23, 2021 20:47
• Edited

0 votes 1 comment

I sent clients paperwork to wrong email address. How can I resend paperwork? Answered

• Susan Valentine
• January 21, 2021 20:59

-1 votes 4 comments

How do I add additional goals and objectives to a Basic Tx plan?? Answered

• Amy Thompson
• January 21, 2021 02:50

0 votes 1 comment

DAS Answered

• Dr. Jason N. Linder
• January 20, 2021 20:58

0 votes 1 comment

Shared document signed by client but no other details Answered

• Anna Schäfer Edwards
• January 19, 2021 23:32

0 votes 1 comment

Deleting a session Answered

• Genna Ricotta
• January 18, 2021 21:46

0 votes 3 comments