Note and Form Template Exchange

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

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

38 votes 25 comments

Sending form to all clients Answered

• Stacy Choi
• January 13, 2021 03:22

24 votes 45 comments

Templates: Request Ability to Create Rows of Check Boxes Answered

• Amanda Lautenschlager
• March 09, 2019 19:34

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

21 votes 25 comments

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

• Patrick D. Tully
• November 28, 2019 23:40

13 votes 6 comments

DSM-5 Cross-Cutting Assessments Answered

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

12 votes 11 comments

load previous note choosing which note Answered

• Karen Korzelius
• May 07, 2019 19:11

11 votes 12 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

Family Therapy Intake Form Answered

• Janine Nicoll
• June 01, 2019 00:58

8 votes 10 comments

School Excuse Answered

• Beth Coles
• August 21, 2020 17:23

7 votes 20 comments

Auto-Populate info onto Progress Notes? Answered

• Joe Gonzalez
• April 14, 2020 19:02

7 votes 12 comments

Uploading driver's license Answered

• Anna Murawska
• September 16, 2021 17:56

6 votes 11 comments

Progress Note Template (DIY) Answered

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

6 votes 32 comments

Including diagnosis in assessment Answered

• Stephanie Winn
• September 18, 2020 21:42

4 votes 4 comments

Termination Note Answered

• Heidi Lindeman
• February 28, 2020 17:03

4 votes 8 comments

Drop Down list in Creating forms Answered

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

4 votes 8 comments

Reminders for unlocked notes Answered

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

3 votes 5 comments

Medicaid Compliant Templates Answered

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

3 votes 2 comments

credit card form Answered

• Sanaz Parsa
• February 19, 2019 19:27

3 votes 16 comments

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

• Jennifer Kline
• July 27, 2022 21:25

2 votes 1 comment

Repopulate client entered information in Other forms. Answered

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

2 votes 1 comment

Good Faith Estimate Calendar integration Answered

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

2 votes 6 comments

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

• Danielle Gill
• January 11, 2022 23:03

2 votes 1 comment

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

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

2 votes 6 comments

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

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

2 votes 15 comments

Editing Features for Intake Forms & Consent Documents Answered

• Arielle Schwerd
• January 12, 2021 16:46

2 votes 6 comments

Consent/Intake forms Answered

• Sade Carswell
• August 13, 2020 21:45

2 votes 10 comments

Wiley Treatment Plan Single Line Box Makes it Difficult to Edit. Answered

• Sandra Wilson, PsyD., LMFT
• February 27, 2020 17:05

2 votes 1 comment

PHQ-A Answered

• Abigail Loewenstein
• June 21, 2019 15:27

2 votes 3 comments