Note and Form Template Exchange

How to edit existing documents/forms? Answered

• Patricia Fuss
• July 06, 2019 16:33

0 votes 41 comments

Sending form to all clients Answered

• Stacy Choi
• January 13, 2021 03:22

20 votes 39 comments

Mental Status Exam Answered

• Nicole Harris
• January 13, 2021 15:22

-1 votes 34 comments

intake? Answered

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

1 vote 31 comments

Can I upload WORD or PDF? Answered

• Andrea Majewski
• December 10, 2018 03:23

1 vote 31 comments

Progress Note Template (DIY) Answered

• Esmeralda G. Cardenas, MA, LPC
• June 20, 2018 01:48

5 votes 31 comments

Good Faith Estimate Form Answered

• Joel Gilbert
• December 20, 2021 18:24

1 vote 30 comments

Recording & tracking new client inquiries Answered

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

20 votes 25 comments

YALE-BROWN OBSESSIVE COMPULSIVE SCALE (Y-BOCS) Answered

• Marie Bassil
• January 03, 2020 05:58
• Edited

35 votes 24 comments

making changes to treatment plan form Answered

• Ingrid Manfredo
• August 27, 2019 23:51

-1 votes 24 comments

release of information Answered

• megan reddish
• March 24, 2020 16:20

0 votes 21 comments

Digital Signature Answered

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

-1 votes 20 comments

Telehealth Consent Form Answered

• Margaret Johnson
• January 29, 2019 18:21

1 vote 19 comments

Sending documents to client Answered

• Monica Boyd
• January 14, 2019 17:27

-3 votes 19 comments

How to adjust time in notes? Answered

• Danielle Lenser
• April 03, 2020 15:47

0 votes 18 comments

School Excuse Answered

• Beth Coles
• August 21, 2020 17:23

5 votes 17 comments

credit card form Answered

• Sanaz Parsa
• February 19, 2019 19:27

3 votes 16 comments

Uploading personalized progress notes Answered

• Dr. Joyce W. Roberson
• January 19, 2019 03:18

0 votes 13 comments

Auto-Populate info onto Progress Notes? Answered

• Joe Gonzalez
• April 14, 2020 19:02

7 votes 12 comments

how to remove social security number off of invoice? Answered

• Alex Neuberger
• December 12, 2019 03:32

0 votes 12 comments

Templates for Intake & Consent Forms for Adolescents & Children Needed Answered

• Renee McGowan
• July 08, 2019 21:09

20 votes 12 comments

load previous note choosing which note Answered

• Karen Korzelius
• May 07, 2019 19:11

11 votes 12 comments

Uploading driver's license Answered

• Anna Murawska
• September 16, 2021 17:56

5 votes 11 comments

DSM-5 Cross-Cutting Assessments Answered

• Nicole “Nikki” Schwartz
• June 02, 2020 18:37

12 votes 11 comments

Place of Service code ( home, office, school) Answered

• Helena Tavares
• June 11, 2019 15:50

0 votes 11 comments

Templates: Request Ability to Create Rows of Check Boxes Answered

• Amanda Lautenschlager
• March 09, 2019 19:34

23 votes 11 comments

Consent/Intake forms Answered

• Sade Carswell
• August 13, 2020 21:45

2 votes 10 comments

Re-sending a document Answered

• Hillery Keith
• November 11, 2019 17:35

-1 votes 10 comments

Family Therapy Intake Form Answered

• Janine Nicoll
• June 01, 2019 00:58

8 votes 10 comments

How do you make a form the default and remove another form that already is? Answered

• Joey Thompson
• May 12, 2019 16:39

0 votes 10 comments