Note and Form Template Exchange

Editing sueprbill Answered

• Amanda Moates
• February 04, 2021 00:56

-27 votes 4 comments

Sending form to all clients Answered

• Stacy Choi
• January 13, 2021 03:22

36 votes 80 comments

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

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

54 votes 35 comments

client's uploading files Answered

• Christine Foster
• January 06, 2021 22:01

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

-1 votes 16 comments

Family Therapy Intake Form Answered

• Janine Nicoll
• June 01, 2019 00:58

8 votes 11 comments

Mental Status Exam Answered

• Nicole Harris
• January 13, 2021 15:22

2 votes 46 comments

School Excuse Answered

• Beth Coles
• August 21, 2020 17:23

9 votes 28 comments

Recording & tracking new client inquiries Answered

• Laura Forsyth
• September 14, 2018 03:50

21 votes 28 comments

Medicare Opt Out Form? Answered

• Corrie Goldberg
• August 23, 2019 12:35

2 votes 35 comments

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

• Susan Valentine
• January 21, 2021 20:59

-1 votes 6 comments

Shared document signed by client but no other details Answered

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

0 votes 2 comments

Consent/Intake forms Answered

• Sade Carswell
• August 13, 2020 21:45

3 votes 11 comments

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

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

4 votes 17 comments

Request to schedule appointment for video call with support team Answered

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

1 vote 4 comments

Adding a table to an Intake Form Answered

• Nancy Jarrett
• January 10, 2021 19:48

1 vote 3 comments

release of information Answered

• megan reddish
• March 24, 2020 16:20

0 votes 27 comments

How to recover a note Answered

• Ryan Bradley
• February 26, 2021 17:39

0 votes 4 comments

Updating a Release of Information Answered

• Lori Price
• August 26, 2020 01:15

0 votes 2 comments

Digital Signature Answered

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

-3 votes 21 comments

Download medical record Answered

• Noe Lopez
• November 14, 2019 03:03

-2 votes 10 comments

Reordering form responses Answered

• Susan Leviton
• June 28, 2020 20:34

0 votes 3 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

-3 votes 5 comments

Reminders for unlocked notes Answered

• Christina Newell Wyatt
• May 22, 2020 16:59

2 votes 6 comments

Uploading driver's license Answered

• Anna Murawska
• September 16, 2021 17:56

5 votes 12 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

-2 votes 5 comments

how to remove social security number off of invoice? Answered

• Alex Neuberger
• December 12, 2019 03:32

-1 votes 15 comments

Re-sending a document Answered

• Hillery Keith
• November 11, 2019 17:35

-5 votes 13 comments

How to adjust time in notes? Answered

• Danielle Lenser
• April 03, 2020 15:47

0 votes 22 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 3 comments