Note and Form Template Exchange

Uploading driver's license Answered

• Anna Murawska
• September 16, 2021 17:56

12 votes 18 comments

Download medical record Answered

• Noe Lopez
• November 14, 2019 03:03

-2 votes 17 comments

Re-sending a document Answered

• Hillery Keith
• November 11, 2019 17:35

-5 votes 14 comments

School Excuse Answered

• Beth Coles
• August 21, 2020 17:23

10 votes 31 comments

Mental Status Exam Answered

• Nicole Harris
• January 13, 2021 15:22

2 votes 49 comments

Sending form to all clients Answered

• Stacy Choi
• January 13, 2021 03:22

42 votes 89 comments

intake? Answered

• Kim Armit
• February 26, 2019 23:13

-2 votes 33 comments

Change invoice information Answered

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

-1 votes 7 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 4 comments

Recording & tracking new client inquiries Answered

• Laura Forsyth
• September 14, 2018 03:50

21 votes 28 comments

Request to schedule appointment for video call with support team Answered

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

1 vote 5 comments

Drop Down list in Creating forms Answered

• Sanjeev Singhal MD
• July 11, 2019 16:40

4 votes 9 comments

client having trouble accessing my telehealth Answered

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

0 votes 2 comments

Editing sueprbill Answered

• Amanda Moates
• February 04, 2021 00:56

-37 votes 5 comments

Can I upload WORD or PDF? Answered

• Andrea Majewski
• December 10, 2018 03:23

0 votes 32 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 6 comments

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

• Helena Tavares
• June 11, 2019 15:50

-2 votes 14 comments

How to recover a note Answered

• Ryan Bradley
• February 26, 2021 17:39

0 votes 6 comments

Medicare Opt Out Form? Answered

• Corrie Goldberg
• August 23, 2019 12:35

2 votes 36 comments

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

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

54 votes 36 comments

credit card form Answered

• Sanaz Parsa
• February 19, 2019 19:27

2 votes 17 comments

Telehealth Consent Form Answered

• Margaret Johnson
• January 29, 2019 18:21

1 vote 19 comments

Family Therapy Intake Form Answered

• Janine Nicoll
• June 01, 2019 00:58

10 votes 13 comments

Sending consent forms to clients Answered

• Julie Evans
• May 08, 2020 02:18

0 votes 10 comments

How to adjust time in notes? Answered

• Danielle Lenser
• April 03, 2020 15:47

0 votes 23 comments

Autosave malfunction? Answered

• Steven Gioielli
• December 30, 2020 14:07

0 votes 5 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

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