Note and Form Template Exchange

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

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

54 votes 36 comments

Sending form to all clients Answered

• Stacy Choi
• January 13, 2021 03:22

42 votes 89 comments

Templates: Request Ability to Create Rows of Check Boxes Answered

• Amanda Lautenschlager
• March 09, 2019 19:34

25 votes 11 comments

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

• Renee McGowan
• July 08, 2019 21:09

22 votes 12 comments

Recording & tracking new client inquiries Answered

• Laura Forsyth
• September 14, 2018 03:50

21 votes 28 comments

DSM-5 Cross-Cutting Assessments Answered

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

16 votes 11 comments

Uploading driver's license Answered

• Anna Murawska
• September 16, 2021 17:56

12 votes 18 comments

Auto-Populate info onto Progress Notes? Answered

• Joe Gonzalez
• April 14, 2020 19:02

12 votes 12 comments

Social Phobia Inventory Screen (SPIN) created - Preview here and VOTE Answered

• Patrick Tully
• November 28, 2019 23:40

12 votes 6 comments

load previous note choosing which note Answered

• Karen Korzelius
• May 07, 2019 19:11

11 votes 12 comments

School Excuse Answered

• Beth Coles
• August 21, 2020 17:23

10 votes 31 comments

Family Therapy Intake Form Answered

• Janine Nicoll
• June 01, 2019 00:58

10 votes 13 comments

Here is a template I created for a progress note for sharing Answered

• Patricia Schumm
• July 12, 2018 18:57

10 votes 3 comments

Termination Note Answered

• Heidi Lindeman
• February 28, 2020 17:03

5 votes 8 comments

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

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

4 votes 17 comments

Including diagnosis in assessment Answered

• Stephanie Winn
• September 18, 2020 21:42

4 votes 5 comments

Drop Down list in Creating forms Answered

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

4 votes 9 comments

Progress Note Template (DIY) Answered

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

4 votes 32 comments

Resending Client consent forms each year - Is there a way to automate it yearly? Answered

• Jennifer Burley
• July 27, 2022 21:25

3 votes 1 comment

Rearranging order of multiple choice checkboxes in notes/forms? Answered

• Danielle Gill
• January 11, 2022 23:03

3 votes 1 comment

Consent/Intake forms Answered

• Sade Carswell
• August 13, 2020 21:45

3 votes 11 comments

Sliding Scale/Reduced Rate form or policy Answered

• Hannah Wilson
• August 12, 2020 22:26
• Edited

3 votes 9 comments

Medicaid Compliant Templates Answered

• Samantha Campanelli, LCSW
• August 15, 2019 22:54

3 votes 2 comments

Embedding intake forms on our website Answered

• Martina Nankivell
• September 03, 2022 00:21

2 votes 1 comment

Repopulate client entered information in Other forms. Answered

• Jamie Vander Velden
• February 24, 2022 17:30

2 votes 1 comment

Good Faith Estimate Calendar integration Answered

• Gretchen White
• February 12, 2022 17:38

2 votes 6 comments

Why does the Good Faith Estimate under assessments not autofill? Answered

• John M. Kuykendall
• January 11, 2022 22:55

2 votes 6 comments

Sending Message to All Active Clients Answered

• Permanently deleted user
• December 08, 2021 19:04

2 votes 1 comment

Pronouns next to names Answered

• saren Craig
• August 26, 2021 23:18

2 votes 6 comments

Mental Status Exam Answered

• Nicole Harris
• January 13, 2021 15:22

2 votes 49 comments