Note and Form Template Exchange

School Excuse Answered

• Beth Coles
• August 21, 2020 17:23

8 votes 22 comments

Medicare Opt Out Form? Answered

• Corrie A. Goldberg
• August 23, 2019 12:35

0 votes 6 comments

Sending form to all clients Answered

• Stacy Choi
• January 13, 2021 03:22

25 votes 48 comments

Mental Status Exam Answered

• Nicole Harris
• January 13, 2021 15:22

0 votes 40 comments

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

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

40 votes 26 comments

release of information Answered

• megan reddish
• March 24, 2020 16:20

0 votes 26 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

Re-sending a document Answered

• Hillery Keith
• November 11, 2019 17:35

-3 votes 12 comments

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

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

2 votes 15 comments

Demographics Answered

• Michelle Pintado
• July 14, 2020 16:32

1 vote 3 comments

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

• Helena Tavares
• June 11, 2019 15:50

-1 votes 12 comments

Adding a table to an Intake Form Answered

• Nancy Jarrett
• January 10, 2021 19:48

0 votes 2 comments

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

Sending consent forms to clients Answered

• Julie Evans
• May 08, 2020 02:18

0 votes 9 comments

how to remove social security number off of invoice? Answered

• Alex Neuberger
• December 12, 2019 03:32

-1 votes 13 comments

Progress Note Template (DIY) Answered

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

5 votes 32 comments

Reordering form responses Answered

• Susan Leviton
• June 28, 2020 20:34

0 votes 2 comments

How to upload original practice documents Answered

• Nicole Jackson
• January 07, 2021 22:50

-2 votes 7 comments

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

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

1 vote 3 comments

Re-sending Intake documents for ongoing services. Answered

• Heather Conover
• March 11, 2021 15:25

-2 votes 7 comments

Consent/Intake forms Answered

• Sade Carswell
• August 13, 2020 21:45

2 votes 10 comments

Telehealth Consent Form Answered

• Margaret Johnson
• January 29, 2019 18:21

1 vote 19 comments

Uploading driver's license Answered

• Anna Murawska
• September 16, 2021 17:56

6 votes 11 comments

Good Faith Estimate Calendar integration Answered

• Gretchen G. White
• February 12, 2022 17:38

2 votes 6 comments

Autosave malfunction? Answered

• Steven Gioielli
• December 30, 2020 14:07

0 votes 3 comments

Electronic paperwork sent to client Answered

• Mary J. Clark
• July 13, 2020 17:44

1 vote 4 comments

Uploading personalized progress notes Answered

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

0 votes 13 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

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 2 comments

Deleting a session Answered

• Genna Ricotta
• January 18, 2021 21:46

0 votes 3 comments